ESTATE PLANNER PORTFOLIO Available in Red, Blue or Black
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Binders are based on ring size Not spine size.
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Our new Estate Planning Portfolios with 3 D rings. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards.
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These portfolios offer a secure, professional and durable way for estate lawyers and financial planner to present their work to clients.
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A great gift for new homeowners.
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Binders can be personalized with your name, logo and other specific company information for an additional cost as shown in the second table below.
OPTION 1: Extended tabs for use will clear sleeves for wills and other important documents. Add our prepacked 18 tabs as follows:
* Personal & Family History * Durable Power of Attorney * Advanced Health Care Directive/Proxies * Wills * Trusts * Deeds * Tax Returns * Gift Tax Transfers * Personal Property Transfers
OPTION 2: All the forms and information sheets needed to record all 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
OUR ESTATE PLANNING PORTFOLIOS COME IN 3 DIFFERENT SIZES: 1", 1.5" and 2.5". Sized based on internal rings, not the binders spine.
* 1" - Holds up to 200 sheets of 20lb Paper (Spine Measures 2")
* 1.5" - Holds up to 300 sheets of 20lb Paper (Spine Measures 2.5")
* 2.5" - Holds up to 500 sheets of 20lb Paper (Spine Measures 3.5")
EXTENDED ESTATE PLANNER TABS ONLY Printed on 90 lb Index Stock with 3 reinforced holes. Tab size is 9¼ inches x 11 inches, these tabs are longer than standard tabs, the perfect solution for Estate Plan Organization. Click here to order