Customized Estate Planning Kit- Customized Binder, 18 Pre Printed Tabs and Fillable Personal Data Sheets (Name Engraved On Plate, Green)

Our customized Estate Planning Kit comes with a customized binder, 18 Pre Printed Tabs and Fillable Personal Data Sheets. Our most popular Estate Kit has the added value of the 3 locking "D" ring. The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards. The name is engraved on a brass or black plate affixed to the spine of the binder. The 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). Please also note that yo are responsible for the customization on the binder and each binder will be created just as ordered. Please double check your customization before placing the order because the order will be processed as ordered. 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. If you're looking for our Tabs separately or our off the shelf (non customized) products, please look in our store. We offer both customized and stock products for your estate planning needs.

• Custom Estate Planning Binder (either custom plate or directly stamped on) with 3 locking "D" ring and matching slipcase.
• Name on Plate and Name stamped on the binder will be stamped horizontally only.
• Comes with 18 Pre Printed Estate Planning Tabs and Fillable Personal Data Sheets.
• The inside cover has our exclusive pocket to hold additional papers, CD and 2 Business Cards.
• *Please double check customization as order will be completed as ordered. Customization must state "The Estate Plan of..." To be added on the binder. Please add Those words before the customization if needed. If it is not added, it will not appear.