Bindertek

Estate Planning Index Tabs for Professional Use

SKU: IND-EST

$8.50

Quantity Discounts

Buy between 10 and 19 for $8 each.

Buy between 20 and 49 for $7.5 each.

Buy more than 50 for $7 each.

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

A Bindertek exclusive! 

Our multicolor 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.

Features 5 color-coded sections of tabs to help group by category and information including:

  • Section 1: Gray Tabs
    • Basic information gathering and checklists
  • Section 2: Yellow Tabs
    • Key Estate Planning Documents
    • Certificate of Trust and letter describing directions for Trustee and Personal Representative
  • Section 3: Green Tabs
    • Powers of Attorney, Anatomical Gift form and other Property Agreements
  • Section 4: Blue Tabs
    • Asset transfers
    • Confirmation of transfers
    • Life Insurance
    • Other Irrevocable Trusts
    • Charitable Trusts
  • Section 5: White Tabs
    • Tax records and blank tabs for supplemental categories

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:

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
  • 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
  • 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.