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SKU: ESTN-SQK

Custom Estate Planning Client Kit

$39.00

Create a lasting impression by giving your client’s estate plan the importance it deserves! With Bindertek's Custom Estate Planning Kit, you can impress your clients with a professional and personalized estate plan. Every client has different needs — our comprehensive kit can be used for the simplest to most complex estate plans. Client documents are secured in a durable and elegant faux leather binder that provides a well-organized home for the client’s estate plan until it needs to be modified or probated. A customized cover sheet lists the client’s name, your contact information, and what documents are included. This gives your estate plans a distinct look 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:

  1. Enter your client’s name(s)
  2. Enter the date
  3. Enter your firm’s information. This can include name, address, phone number, email address, and website
  4. From the dropdown menu, choose the number of documents you need
  5. 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)

 Kit Components:

  • One debossed Estate Plan 3-Ring Binder, 1.75" Spine
  • One custom cover page
  • One set of numbered tab dividers

Features:

  • Classically designed 3-Ring Binder featuring elegant leather-like material, stitched fabric, and concealed rivet ring construction
  • "Estate Plan" debossed on the front cover of the binder
  • Numbered tabs provide easy identification of individual sections
  • Customized cover sheet allows for promotion of law firm and informs others who prepared the estate plan when it's time for revisions or probate

Specifications:

  • Spine Width: 1.75"
  • 1" Rings
  • Dimensions: 10.5" W x 11.4" H x 1.8" D
  • Fits U.S. Letter-Size, 8.5" x 11" Paper
  • Sheet Capacity: 175 sheets
  • U.S. Ring Spacing
  • Binder Material: Faux Leather
  • Tab Divider Size: 8.5" x 11"

If you have any questions, please send an email to info@bindertek.com or call 800-456-3453 to speak with a Customer Service Representative.