Estate Planning Index Tabs for Professional Use

SKU: IND-EST

$8.50

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

Our multicolor Estate Planning Tabs act as a main directory to client estate planning and last will and testament records. Use this index tab set to standardize all your files, so pertinent documents are always in the right spot.

Tab Headings:

Notes, To Do List, Deadlines

Certificate of Trust Authority

Assets Transferred and Deeds

Key Estate Information

Client Action/Trustee Directions

Life Insurance Trust

Correspondence

Power of Attorney Property

Charitable Trust/Gifts

Fee Agreement

Power of Attorney Health Care

Other Irrevocable Trusts

Research

Directive to Physicians

Gift Tax Returns 

Explanation of Plan

Anatomical Gift Form

Income Tax Returns

Revocable Trust

Property Agreement

+3 blank write-on tabs

Wills

Letter to Transfer Assets

 

 

Features:

  • 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

Specifications:

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

1 review

We use this product all the time.

Posted by Verified Buyer on November 20, 2015

It helps keep pertinent documents organized and easy to find.