FREE UPS Ground Shipping!

$110.45
  • 1 + $110.45 EA

Add to Cart
SUBTOTAL

Maroon Binder, Foil-Stamped "Estate Planning Portfolio", 1/EA

  • A distinctive way to present your clients with their estate planning portfolio
  • Conveniently stores and organizes essential documents in one place
  • Includes pre-printed and blank 30% PCW tabs (titles shown below)
  • Available personalized with your client's name - call for details
Specs: Detailed Description:
Product Description Tabs titles 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
Significant Savings

Please call our Customer Care Center at 800.222.0510 or contact us to learn how volume purchase plans can result in significant savings for your firm. If you choose to purchase a quantity greater than shown, discounted pricing will be applied after this order is submitted and will be reflected on your invoice.