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Off The Shelf Estate Planning Portfolio

  • Sku: SKU67099-22199349381
$24.00 USD
 per 

Product description

ESTATE PLANNER PORTFOLIO
Available in Red, Blue or Black

* Binders are based on ring size Not spine size.
* 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.
* These portfolios offer a secure, professional and durable way for estate lawyers and financial planner
to present their work to clients.
* A great gift for new homeowners.
* 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
* Funeral Arrangements
* Import Documents Locator
* Miscellaneous
* Financial - Assets
* Bank Statements
* Brokerage Account Statements

* Financial - Liabilities
* Insurance
* Corporate/Partnership Agreements

 

 

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

Binders are based on ring size Not spine size.

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