Craftsman-quality stitching adds to the distinct appearance of this Estate Planning Client Kit, which combines our Stitched Faux Leather 3-Ring Binder with Client Estate Planning Index Tab Dividers in one easy-to-use bundle. 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:
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
Specifications:
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