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Estate Planning Index Tab Dividers for Attorney Use

SKU:
IND-EST
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Estate Planning Index Tab Dividers for Attorney Use - Cover Sheet
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SKU:IND-EST ,UPC:

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SKU:
IND-EST
UPC:
740016080619

Description

A Bindertek exclusive! 

Our multi-color Estate Planning Tabs for professional use is your main directory to client estate planning and last will and testament records. This letter size index tab set is ideal for standardizing all your law files to ensure pertinent documents are always in the right spot and accessible at a moment’s notice.

Provide your client with the companion index tab organizer Estate Planning Index Tabs for Clients and Personal Use as a way to share an organized leave-behind of their estate planning documents.  

Tab Headings:

Row 1: Notes. To Do List. Deadlines, Key Estate Information, Correspondence, Fee Agreement, Research, Beneficiary Info, Prior Versions of Docs.
Row 2: Explanation of Plan, Revocable Trust, Wills, Certificate of Trust Authority, Client Action/Trustee Directions
Row 3: Power of Attorney Property, Power of Attorney Health Care, Directive to Physicians, Anatomical Gift Form, Property Agreement
Row 4: Letter to Transfer Assets, Assets Transferred and Deeds, Life Insurance Trust, Charitable Trust/Gifts, Other Irrevocable Trusts
Row 5: Gift Tax Returns, Income Tax Returns

Features:

  • 5-hole side-punched tabs fit letter-size Bindertek 3-Ring and 2-Ring Binders
  • Extra-strong Mylar®-reinforced tabs and page holes won't rip
  • Color coding to help groups tabs by category and information type
  • Tabs are printed on both sides for easy reference
  • Made with durable 90 lb. card stock

Specifications:

  • Dimensions: 9" x 11"
  • Includes a customizable table of contents page for easy reference
  • 1 tab set per pack

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