Estate Planning Attorney and Client Index Tab Set Pack

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 tabs fit letter-size Bindertek 3-Ring and 2-Ring Binders
• Extra-strong Mylar®-reinforced tabs and page holes won't rip
• Color coding to help groups tabs by category and information type
• 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