Professionalism at its best. Impress your clients when you present them with a Bindertek Estate Planning Client Kit. Our kit combines an elegantly designed Classic Binder, Slipcase, and Client Estate Planning Index Tab Dividers all in one easy-to-use bundle. The included slipcase provides an extra layer of protection, and the pre-printed index tabs allow you to organize a client's documents with ease. Encourage future communication and revisions by presenting an estate plan that will last a lifetime.
Pre-Printed Index Tab Titles:
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
Kit Includes:
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