Off The Shelf Estate Planning Portfolio

Sku: SKU67099-22199349381

$24.00 USD

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.
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Binders are based on ring size Not spine size.

Product variants

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