Estate Planning Index Tabs for Clients and Personal Use



Tab sets are 5-hole punched for use in 2 ring and 3 ring binders
Tab titles are printed on both sides for easy reference of contents
Crafted from heavy 90 lb. cardstock built to last
Tear-resistant Mylar® reinforced tabs and punched holes

Product Description

Pre printed white Estate Planning Tabs for Clients make a great impression. Create professional looking Estate Binders for your clients. You can also use these estate planning tabs for personal use.

Tab Headings:

Explanation of Plan

Power of Attorney Property

Letter to Transfer Assets

Revocable Trust

Power of Attorney Healthcare

Assets Transferred and Deeds


Directive to Physicians

Life Insurance/Other Trusts

Certificate of Trust Authority

Anatomical Gift Form

Personal Property Letter

Client Action/Trustee Directions

Property Agreement

Location Lists



  • 5 hole side punched fits letter size Bindertek 3 Ring Binders and 2 Ring Binders
  • Extra strong Mylar® reinforced tabs and page holes won’t rip
  • Tabs are printed on both sides for easy reference
  • Made with durable 90 lb. card stock
  • Write or type your table of contents, or use Free Bindertek Custom Templates for Microsoft Word


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

4 reviews


Posted by Verified Buyer on February 3, 2016

Versatile tabs

Nice estate planning tabs but screwy order

Posted by Verified Buyer on August 24, 2015

I’ve used these for over ten years as well. They have all the right topics (other than I would change Letters to Transfer Assets to Funding Instructions) BUT I don’t know who came up with the ordering sequence. I have had to reorder them to follow a more logical and useful sequence, which doesn’t look as good.

Best Organization & Presentation System

Posted by Verified Buyer on June 6, 2014

I, of course, use this product with all of my living trust packages. I have lost track over the number of years that I have used this product but I know that it is more than 10 years, maybe 15 years now. It was the perfect solution for what I needed. I am constantly amazed at the number of favorable comments that I receive about how well organized the Bindertek binders and estate planning index tabs are. Of course, I continue to use the binders and tabs to impress my clients and others who come into contact with my work. I wouldn’t trade my Bindertek products for any other that I have seen over the 35 years that I have practiced law. I have not found any reason to complain about any Bindertek product that I have used. In fact, they always seem to add something to the catalog that seems to be exactly what I am looking for at any given time. I will continue using their products until the day that I retire. I have recommended Bindertek to other attorneys that are looking to become more organized and to impress their clients. I will continue to recommend Bindertek products as time requires.

Clients love them

Posted by Verified Buyer on January 17, 2012

I have used these for so many years now that I cannot remember how long. All of my estate planning clients love them. It helps them keep organized and it helps me to remember what, if anything, that I have left out of their plan. On a scale of 1 to 10, I would give them a 20.