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SKU: ESTN2-BC

Estate Planning Client Kit, 2-Ring Binder

$32.00
Estate Planning Client Kit

Present your clients with an estate plan that delivers on looks and professionalism. Our Bindertek Estate Planning Client Kit combines our 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.

Kit Includes:

  • Advantage Classic 2-Ring Binder
  • One set of pre-printed premium Mylar® reinforced 15-tab Client Estate Planning index tab dividers
  • One Slim 2" Binder Slip Case

Pre-Printed Index Tab Titles:

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

Specifications:

  • Spine Width: 2”
  • 1” Rings
  • Binder Dimensions: 11.5" H x 11.5" W x 2" D
  • Fits U.S. Letter-Size, 8.5” x 11” Paper
  • Sheet Capacity: 300 sheets
  • U.S. Ring Spacing
  • Material: Hardbound, linen-textured cover
  • Slipcase Dimensions: 12" H x 2.5" W x 11.5" D
  • 1 Slipcase per pack