ESTATE PLANNER PORTFOLIO
Available in Red or Blue.
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Binders are based on ring size Not spine size. |
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Our new Estate Planning Portfolios with 3 D rings. The inside cover has our exclusive pocket to hold
additional papers, CD and 2 Business Cards. |
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These portfolios offer a secure, professional and durable way for estate lawyers and financial planner
to present their work to clients. |
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A great gift for new homeowners. |
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Binders can be personalized with your name, logo and other specific company information for
an additional cost as shown in the second table below. |
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OPTION 1:
Extended tabs for use will clear sleevers for wills and other important document.
Add our prepacked 18 tabs as follows: |
* Personal & Family History
* Durable Power of Attorney
* Advanced Health Care Directive/Proxies
* Wills
* Trusts
* Deeds
* Tax Returs
* Gift Tax Transfers
* Personal Property Transfers |
* Funeral Arrangements
* Import Documents Locator
* Miscellaneous
* Financial - Assets
* Bank Statements
* Brokerage Account Statements
* Financial - Liabilities
* Insurance
* Corporate/Partnership Agreements |
OPTION 2:
All the forms and information sheets needed to record all your family data.
Add our personal information sheets to your set to complete your portfolio.
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PERSONAL INFORMATION SHEETS INCLUDED ARE: |
* Personal and Family History & Information
* Assets Listing
* Liability Listing
* Funeral Arrangements
* Important Documents Locator |
OUR ESTATE PLANNING PORTFOLIOS COME IN 3 DIFERENT SIZES:
1", 1.5" and 2.5".
Sized based on internal rings, not the binders spine.
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* 1" - Holds up to 200 sheets of 20lb Paper (Spine Measures 2") |
* 1.5" - Holds up to 300 sheets of 20lb Paper (Spine Measures 2.5") |
* 2.5" - Holds up to 500 sheets of 20lb Paper (Spine Measures 3.5") |
Prices listed below are per binder, except for one time customization setup fee.
WholeSale Price |
Binder Only
( Spine Sizes) |
Quantity |
1" |
1.5" |
2.5" |
4 |
$24.00 |
$25.30 |
$34.70 |
5 to 8 |
$22.80 |
$24.04 |
$32.97 |
9 to 16 |
$22.20 |
$23.40 |
$32.10 |
17 to 24 |
$21.60 |
$22.77 |
$31.23 |
25 to 50 |
$21.00 |
$22.14 |
$30.36 |
75 |
$20.40 |
$21.51 |
$29.50 |
100 |
$19.20 |
$20.24 |
$27.76 |
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Stamping Costs |
Price Per Binder |
One Time Setup Fee |
$3.50 |
$50.00 |
Example of Final Order:
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Binder Quantity = 8
Quantity = 2
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Total Amount of Order = 16
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Save money by selecting "Binder Quantity"to Order. |
OPTION 1 |
Quantity
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Binder with Extended
18 Position Index Tabs
(For 1" Binder)
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Binder with Extended
18 Position Index Tabs
(For 1.5" Binder) |
Binder with Extended
18 Position Index Tabs
(For 2.5" Binder)
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4
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$28.08
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$29.38
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$38.78
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8
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$26.68
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$27.91
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$36.84
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12 to 16
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$25.97
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$27.18
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$35.87
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20 to 24
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$25.27
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$26.44
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$34.90
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25 to 50
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$24.57
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$25.71
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$33.93
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75
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$23.87
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$24.97
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$32.96
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100
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$22.46
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$23.50
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$31.02
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OPTION 2 |
Quantity
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Complete set w/Printing & Clear sleeve
and insertion (For 1" Binder) |
Complete set w/Printing & Clear sleeve
and insertion (For 1.5" Binder) |
Complete set w/Printing & Clear sleeve
and insertion (For 2.5 " Binder)
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4
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$31.52
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$32.82
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$42.22
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8
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$29.94
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$31.18
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$40.11
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12 to 16
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$29.15
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$30.35
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$39.05
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20 to 24
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$28.36
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$29.53
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$37.99
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25 to 50
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$27.58
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$28.71
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$36.94
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75
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$26.79
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$27.89
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$35.88
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100
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$25.21
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$26.25
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$33.77
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EXTENDED ESTATE PLANNER TABS ONLY
Printed on 110 lb Index Stock with 3 reinforced holes. Tab size is 9¼ inches x 11 inches, these tabs are longer than standard tabs, the perfect solution for Estate Plan Organization.
Click here to order
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