Provide your clients with an attractive Estate Plan that is sure to impress. This elevated Estate Planning Client Kit includes a sophisticated faux leather binder with “Estate Plan” debossed on the front cover and Client Estate Planning Index Tab Dividers. The interior of the vintage-inspired binder contains two pockets to store and organize additional documents. Encourage future communication and revisions by presenting an estate plan that will last a lifetime.
- Estate Plan 3-Ring Binder, 1.75” Spine
- Debossed “Estate Plan” on front cover
- Elegant look and feel of aged faux leather
- One set of pre-printed premium Mylar® reinforced 15-tab Client Estate Planning index tab dividers
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
- Spine Width: 1.75"
- 1" Rings
- Dimensions: 10.5 W x 11.4" H x 1.8" D
- Fits U.S. Letter-Size, 8.5" x 11" Paper
- Sheet Capacity: 175 sheets
- U.S. Ring Spacing
- Material: Faux Leather