|Buy 10 - 19||and pay only $8.75 each|
|Buy 20 - 49||and pay only $8.50 each|
|Buy 50 or above||and pay only $8.25 each|
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.
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