Save 10% with code PUMPKIN10 at checkout!*
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:
*10% off your purchase with code PUMPKIN10. Discount excludes shipping and tax. Datum products excluded. Coupon codes cannot be combined. Code cannot be applied to purchases outside of sale dates. Limit one per customer. Offer ends 10/29/25 at 4:00 pm ET.