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We the People PA (6415) CorpKit Estate Planner

  • Sku: WTP-Corpkit-Planner
$49.70 USD
 per 

Product description

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

The CorpKit Estate Planner
our most popular Estate Kit has the added value of the 3 locking "D" ring. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards. The name is engraved on a black plate affixed to the spine of the binder

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)

EIGHTEEN POSITION ESTATE INDEX TABS
*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

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We the People PA (6415) CorpKit Estate Planner

$49.70 USD
 per 
SUBHEADING

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