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Classic Estate Portfolio 3in ring. 

For those who need the extra capacity for a very diverse portfolio and/or family records. 

 

 

Contains:

  • Matching protective slip case
  • Gold-stamp with the name of the estate plan or trust
  • 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).  For those who like privacy or have an asset protection plan in place, simply type Estate Plan with no name on the cover. 

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. 

 

Classic Estate Portfolio Deluxe

$75.00Price
  • 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.

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