The Regal Leather Post Estate Planner
Can only be described as Impressive. This beautiful gold embossed rounded library spine, with old style classic "Hubs" includes Hand Embossing of the Estate Name in gold. A triple post binding gives you extra security, durability and style found in no other estate kit.
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
18 position tabs
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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 |
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TAX RETURNS
*GIFT TAX TRANSFERS
*PERSONAL PROPERTY TRANSFERS
*FUNERAL ARRANGEMENTS
*IMPORTANT DOCUMENTS LOCATOR
*MISCELLANEOUS |
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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 |
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