A rugged, extra strength binder with durable metal hinges, which will last a lifetime. The name of the Estate Plan is hand embossed in gold on a rounded spine. This binder is attractively detailed in gold and comes with a matching slipcase. Available in Black or Burgundy & Black.

What a full kit contains:
1) Binder with name embossed on the spine
2) Slipcase
3)18 Index Tabs
4)Fillable Personal Data Sheets

INCLUDED ARE OUR PREPACKED 18 TABS WHICH ARE 3 BANKS AS FOLLOWS:
PERSONAL & FAMILY HISTORY DURABLE POWER OF ATTORNEY ADVANCED HEALTH CARE DIRECTIVES/PROXIES WILLS TRUSTS DEEDS	FINANCIAL-ASSETS BANK STATEMENTS BROKERAGE ACCOUNT STATEMENTS FINANCIAL-LIABILITIES INSURANCE CORPORATE/PARTNERSHIP AGREEMENTS
TAX RETURNS GIFT TAX TRANSFERS PERSONAL PROPERTY TRANSFERS FUNERAL ARRANGEMENTS IMPORTANT DOCUMENTS LOCATOR *MISCELLANEOUS

ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL OF YOUR FAMILY DATA.
Add our personal information sheets to your set to complete your portfolio.

Personal information sheets included are:
* PERSONAL AND FAMILY HISTORY & INFORMATION
* ASSETS LISTING
* LIABILITY LISTING
* FUNERAL ARRANGEMENTS
* IMPORTANT DOCUMENTS LOCATOR

5 Star Estate Planner

$150.00

$135.00

Name on Binder on the Binder. (i.e. The Estate Plan of Shawn Jones, Jones Family Trust, etc)

Quantity

INCLUDED ARE OUR PREPACKED 18 TABS WHICH ARE 3 BANKS AS FOLLOWS:
PERSONAL & FAMILY HISTORY DURABLE POWER OF ATTORNEY ADVANCED HEALTH CARE DIRECTIVES/PROXIES WILLS TRUSTS DEEDS	FINANCIAL-ASSETS BANK STATEMENTS BROKERAGE ACCOUNT STATEMENTS FINANCIAL-LIABILITIES INSURANCE CORPORATE/PARTNERSHIP AGREEMENTS
TAX RETURNS GIFT TAX TRANSFERS PERSONAL PROPERTY TRANSFERS FUNERAL ARRANGEMENTS IMPORTANT DOCUMENTS LOCATOR *MISCELLANEOUS