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A zippered padded sewn case to ensure a safe place your documents. The Name of the Estate Plan is engraved on a nickel plate affixed to the face of the binder. Inside front and back covers have pockets to hold additional important papers.

 

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


18 position tabs

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

Star Zip Estate Binder

$105.00Price
Expected to be shipped by the end of October
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