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SKU: IND-ESTPK

Estate Planning Attorney and Client Index Tab Set Pack

$14.00

A Bindertek Exclusive!

Our pre-printed Estate Planning Tabs pack for both the professional and client provides you with a standardized way to file your most pertinent estate planning documents, while also providing your client with a organized and professional look when leaving your office. 

Professional Tab Headings:

Row 1: Notes. To Do List. Deadlines, Key Estate Information, Correspondence, Fee Agreement, Research, Beneficiary Info, Prior Versions of Docs.
Row 2: Explanation of Plan, Revocable Trust, Wills, Certificate of Trust Authority, Client Action/Trustee Directions
Row 3: Power of Attorney Property, Power of Attorney Health Care, Directive to Physicians, Anatomical Gift Form, Property Agreement
Row 4: Letter to Transfer Assets, Assets Transferred and Deeds, Life Insurance Trust, Charitable Trust/Gifts, Other Irrevocable Trusts
Row 5: Gift Tax Returns, Income Tax Returns

Client Tab Headings:

Row 1: Explanation of Plan, Revocable Trust, Wills, Certificate of Trust Authority, Client Action/Trustee Directions
Row 2: Power of Attorney Property, Power of Attorney Health Care, Directive to Physicians, Anatomical Gift Form, Property Agreement
Row 3: Letter to Transfer Assets, Assets Transferred and Deeds, Life Insurance/Other Trusts, Personal Property Letter, Location Lists 

Features:

  • 5 hole side punched fits letter size Bindertek 3-Ring Binders and 2-Ring Binders
  • Color coding to help group tabs by category and information type
  • Extra strong Mylar® reinforced tabs and page holes won't rip
  • Tabs are printed on both sides for easy reference
  • Made with durable 90 lb. card stock

Specifications:

  • Dimensions: 9" x 11"
  • 2 tab set per pack