Estate Settlement Portfolios (2") - 7 binders

A premium, handcrafted binder for your clients to store their estate planning documents. One tab set included with every binder — choose the set that fits your practice.

Specs

• Exterior: Imitation leather with gold or silver foil stamp
• Interior: Black Verasuede liner, nickel D-ring, two business card holders
• Construction: Padded front, back, and spine; round corners

Recommended Tab Set: Estate Settlement

• Introduction • Overview • Settlement Instructions • Time Sheets • To Do’s • Representation Agreements • Affidavits of Trust • Legal Documents • Inventory Documents • Valuation Documents • Accounting • Receipt • Disbursements • Estate Debts • Tax Documents • Federal Estate Tax Returns • State Estate Tax Returns • Income Tax Returns • Funding Forms • Funding Verifications • Funding Reports • Beneficiary Letters • Probate Documents • Miscellaneous • Correspondence

Member cost per binder: $36.57

Non-member cost per binder: $36.57