CorpKit Estate Planning Kit

THE CORPKIT ESTATE PLANNER

Our most popular Estate Kit has the added value of the 3 locking "D" ring. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards. The name is engraved on a brass or black plate affixed to the spine of the binder

Instructions
Name of Estate Planner must be typed in the way that it will appear on the binder. (i.e. The Estate Plan of Mary Jones or The Jones Family Estate Plan)

What a full kit contains:
1) Binder with name embossed on the spine
2) 18 Index Tabs
3) Fillable Personal Data Sheets
4) Double locking mechanism

18 position tabs	INCLUDED ARE OUR PREPACKED 18 TABS WHICH ARE 3 BANKS AS FOLLOWS:
	*PERSONAL & FAMILY HISTORY *DURABLE POWER OF ATTORNEY *ADVANCED HEALTH CARE DIRECTIVES/PROXIES *WILLS *TRUSTS *DEEDS	*FINANCIAL-ASSETS *BANK STATEMENTS *BROKERAGE ACCOUNT STATEMENTS *FINANCIAL-LIABILITIES *INSURANCE *CORPORATE/PARTNERSHIP AGREEMENTS
	*TAX RETURNS *GIFT TAX TRANSFERS *PERSONAL PROPERTY TRANSFERS *FUNERAL ARRANGEMENTS *IMPORTANT DOCUMENTS LOCATOR *MISCELLANEOUS

ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL OF YOUR FAMILY DATA. Add our personal information sheets to your set to complete your portfolio. Personal information sheets included are: * PERSONAL AND FAMILY HISTORY & INFORMATION * ASSETS LISTING * LIABILITY LISTING * FUNERAL ARRANGEMENTS * IMPORTANT DOCUMENTS LOCATOR