top of page

Heritage Estate Planner 

Contains:

  • Dimensions: 10"l x 11.75"w; Spine: 2.8"
  • 2inch 3-ring binder designed for letter (8.5" x 11") sized paper
  • Fits 540 pages with 1 Touch™ EZD™ Rings
  • Full bleed photo-quality printing
  • 18 Index Tabs

 

  1. Personal & Family History 
  2. Advanced Healthcare Directive 
  3. Durable Power of Attorney 
  4. Life Insurance
  5. Will & Living Will 
  6. Deeds 
  7. Real Estate Transfers 
  8. Business Agreements 
  9. Gift Tax Returns
  10. Gift Transfers
  11. Charitable Transfers
  12. Personal Property Transfers
  13. Property Agreements 
  14.  Living Trust
  15.  Irrevocable Trust
  16. Other Trust(s)
  17. Funeral Instructions
  18. Misc. (Birth certificate, SS Card, Family member list, etc)

 

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).

Ask about how you can get a free Will and Living Will with a free consult with a live attornery, or discount off of Trust formation in your state. 

 

Heritage Estate Portfolio

$99.00Price
  • By making this purchase, you acknowledge that everything you have indicated above will be printed exactly as specified, any errors made by you will require another purchase to correct.

  • Call for Pricing on Bulk orders.

bottom of page