Since every client has different needs, our Custom Estate Plan Index Tabs can be used for the simplest to most complex estate plans. Choose from a 3 - 12 tab set, and customize the cover page to list the client’s name, your contact information, and what documents are included. This tab set and custom cover page gives your estate plans a distinct look, improves organization, and allows you to promote your firm when presenting an estate plan to your clients.
Ordering Instructions: To avoid any delays in ordering and processing, please provide the following required information in the text fields above:
- From the drop-down menu, choose the number of tabs you need
- Enter your client’s name(s)
- Enter the date
- Enter your firm’s information. This can include name, address, phone number, email address, and website
- List the contents of the estate plan. Please number each tab section (ex: 1. Last Will and Testament, 2. Health Care Power of Attorney, 3. Beneficiary Designations)
- Custom cover page to give your client’s estate plan the importance it deserves
- Keep estate plan documents organized with these tab dividers
- Mylar reinforced sheet edges and tabs prevent rips and tears from frequent page turns
- 5 hole side punched fits letter size Bindertek 3-Ring Binders and 2-Ring Binders
- One tab set and cover page per pack
- Tab Dimensions: 9" x 11"
- Cover Page Dimensions: 8.5" x 11"
- U.S. Ring Spacing
- Tab Material: 90 lb. Card Stock
- Cover Page Material: 24 lb. Paper