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Feature
Beautiful binder imprinted with "Estate Planning Portfolio" conveniently stores in slipcover for secure storage
17 printed tabs are included to help you organize and find documents, 3 blank tabs for your own use. See tab titles below.
Stores and organizes all essential documents in one convenient package for the perfect client presentation
Description
Present your estate documents professionally and provide safe and secure storage of these documents for your client. ALL-STATE LEGAL estate planning portfolio kit, 2" round ring binder imprinted with "RECORDS", with organizational tabs and a protective slipcover to store the binder. Tabs within the kits include: Personal Family Information; Durable Power of Attorney; Living Will/Health Care Proxy; Will; Trusts; Asset Information; Liability Information; Insurance Information; Important Documents; Final Arrangements; Income Tax Return (3 years); Corporate/Partnership Agreements; Family Limited Partnerships/Limited Liability Companies; Organ Donation; Gift Tax Returns; Tangible Property Disposition List; Deceased Spouse's Gift & Estate Tax Returns; 3 blank tabs.
