Estate Planning Client Kit, 3-Ring Binder

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.

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:

• One-Touch Classic 3-Ring Binder
• One set of pre-printed premium Mylar® reinforced 15-tab Client Estate Planning index tab dividers
• 2" Binder Slipcase

Features:

• Elegant European design that combines clean, professional style with peak efficiency
• Hardbound, linen-textured cover featuring a debossed Bindertek logo and thick boards for added durability
• Effort-free, one-touch ring mechanism for smooth opening and closing
• Slanted D-ring ball-and-socket closure ensures lie-flat pages and snag-free page turning
• Customizable spine label and table of contents
• Steel-reinforced bottom edges and finger hole for added longevity and easy shelf access
• Hardbound, linen-textured Slipcase
• Index tab dividers are crafted from heavyweight cardstock and have Mylar reinforced edges and tabs for added strength and durability
• Acid-free binder and slipcase covers protect documents long term

Specifications:

• Spine Width: 2”
• 1.5” Rings
• Binder Dimensions: 11.375" W x 11.625" H x 2" D
• Fits U.S. Letter-Size: 8.5” x 11” Paper
• Sheet Capacity: Approximately 325 Sheets
• U.S. Ring Spacing
• Material: Hardbound, linen-textured cover
• Slipcase Dimensions: 11.5" W x 12" H x 2.25" D
• 1 Slipcase per pack