Corpkit Legal Supplies | Estate Planners | Majestic Kit Estate Planning Kit

Majestic Kit Estate Planning Kit

Majestic Kit Estate Planning Kit
Majestic Kit, Estate planner

The Majestic Kit Estate Planner
eliminates the slipcase. Designed as a self-contained unit with extra strength construction which provides a complete package to house all your pertinent business records. A 1 1/4" 3 locking "D" ring will securely hold your important documents for storage or travel. Choice of Black or Burgundy.

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 standard estate planner tabs
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

 

SKU EST-Maj  
Weight 3.00 lbs
Kit Color
Deletions
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From: $ 78.00
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