Estate planning can be a delicate matter. Help your clients through the process by offering them an estate plan that delivers on looks and professionalism. This Estate Planning Client Kit combines our elegantly designed Estate Plan Genuine Leather Binder, a 2” Slipcase, and one set of Estate Planning Index Tab Dividers in one easy-to-use bundle. The included slipcase protects the binder, and the pre-printed index tabs easily organize client documents. Encourage future communication and revisions by presenting an estate plan that will last a lifetime.
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