Execukit Estate Planning Kit

THE EXECUKIT ESTATE PLANNER

Our entrepreneur kit with a twist. Not only a plate on the front cover but a plate on the spine also. Either way.
This 3 ring kit, with its easy zipper padded sewn case, it's easy to organize and carry all your important documents.
The entity name is engraved on a nickel plate which is affixed to the front or the spine of the binder.
Both inside covers include pockets which hold any additional paperwork. The inside front cover has pockets to hold a CD/flash drive and two business cards, keeping your documents organized and safe.

Each organizer includes 18 position tabs, with "fill in the blank" sheets.

Instructions
* Name of Estate Planner must be typed in the way that it will appear on the Binder. (i.e. The Estate Plan of Mary Jones or The Jones Family Estate Plan).

What a full kit contains:
1) Binder with name embossed on the spine
2) 18 Index Tabs
3) Fillable Personal Data Sheets
 

18 position tabs	INCLUDED ARE OUR PREPACKED 18 TABS WHICH ARE 3 BANKS AS FOLLOWS:
	*PERSONAL & FAMILY HISTORY *DURABLE POWER OF ATTORNEY *ADVANCED HEALTH CARE DIRECTIVES/PROXIES *WILLS *TRUSTS *DEEDS	*FINANCIAL-ASSETS *BANK STATEMENTS *BROKERAGE ACCOUNT STATEMENTS *FINANCIAL-LIABILITIES *INSURANCE *CORPORATE/PARTNERSHIP AGREEMENTS
	*TAX RETURNS *GIFT TAX TRANSFERS *PERSONAL PROPERTY TRANSFERS *FUNERAL ARRANGEMENTS *IMPORTANT DOCUMENTS LOCATOR *MISCELLANEOUS

ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL OF YOUR FAMILY DATA. Add our personal information sheets to your set to complete your portfolio. Personal information sheets included are: * PERSONAL AND FAMILY HISTORY & INFORMATION * ASSETS LISTING * LIABILITY LISTING * FUNERAL ARRANGEMENTS * IMPORTANT DOCUMENTS LOCATOR