Deluxe Zippered Estate Planning Kit


Regular price $55.97

The Deluxe Zippered Estate Planning Kit is an essential tool that will elegantly and efficiently present will and trust documents to your clients. Each 3-ring binder is customized with the family name, which comes beautifully engraved on a chrome-plated solid brass plate. There is a convenient pocket on the inside of the front cover to store loose papers. Our organizers feature 14 time-saving index tabs to keep you organized and set up for continued success.

 

The tabs are organized as follows:

1. Personal & Family History 2. Durable Power of Attorney 3. Powers of Attorney 4. Wills 5. Living Wills 6. Trust 7. Financial-Assets 8. Financial-Liabilities 9. Insurance 10. Important Documents 11. Corporate/Partnership Agreements 12. Funeral Arrangements 13. Tax Returns 14. Miscellaneous