Off The Shelf Estate Planners

OFF THE SHELF ESTATE PLANNING PORTFOLIO New to our estate binder line are off the shelf estate planning binders for your client's states. These elegant padded, three D ring binders come in two colors (red or blue) and are available in three capacities, 1", 1 1/2" and 2 1/2". Also included in each binder, is our exclusive front pocket which can hold your documents, a CD and two business cards. You can add our 18 tab estate sets for easy filing of your documents and have an impressive presentation binder to give to your customers at out-of-stock pricing.

YOU CAN ADD TABS TO YOUR ORGANIZER TWO WAYS:
Select the check box below to order your prepacked 18 tabs selection
1.- Prepacked 18 tabs selection:

* PERSONAL & FAMILY HISTORY | *DURABLE POWER OF ATTORNEY | *ADVANCE HEALTH CARE DIRECTIVES/PROXIES | *WILLS | *TRUSTS | *DEEDS | *TAX RETURNS | *GIFT TAX TRANSFERS | *PERSONAL PROPERTY TRANSFERS | *FUNERAL ARRANGEMENTS | *IMPORTANT DOCUMENTS LOCATOR | *MISCELLANEOUS | *FINANCIAL-ASSETS | *BANK STATEMENTS | *BROKERAGE ACCOUNT | *STATEMENTS FINANCIAL | *LIABILITIES | *INSURANCE | *CORPORATE/PARTNERSHIP AGREEMENTS.

OR

2.- E-MAIL US OR CALL US TO SELECT YOUR TABS FROM THIS LIST.

* PERSONAL & FAMILY HISTORY | * DURABLE POWER OF ATTORNEY | * ADVANCE HEALTH CARE DIRECTIVES/PROXIES | * WILLS | * TRUSTS |* DEEDS | * TAX RETURNS | * GIFT TAX TRANSFERS | * PERSONAL PROPERTY TRANSFERS | * FUNERA ARRANGEMENTS | * IMPORTANT DOCUMENTS LOCATOR | * MISCELLANEOUS | * FINANCIAL-ASSETS * BANK STATEMENTS | * BROKERAGE ACCOUNT | *STATEMENTS * FINANCIAL-LIABILITIES | * INSURANCE | * CORPORATE/PARTNERSHIP AGREEMENTS | * DISABILITY DOCUMENTS | * LIVING WILL | * DECLARATION OF GUARDIAN | * CUSTODY STATEMENTS/DOCUMENTS | * INSURANCE | * MARRIAGE/DIVORCE DOCUMENTS

ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL YOUR FAMILY DATA.
Select the check box to add our personal information sheets to your set to complete your portfolio. * PERSONAL AND FAMILY HISTORY & INFORMATION
* ASSETS LISTING
* LIABILITY LISTING
* FUNERAL ARRANGEMENTS
* IMPORTANT DOCUMENTS LOCATOR