Trust Administration Portfolios Set (1.5") - 14 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: Trust Admin
Estate Documents: • Estate Planning Documents • Funeral/Memorial Instructions • Death Certificates/ Marriage Licenses • Administrative Trust & Assets • Subtrusts & Assets • Distributions & Claims • Other
Asset Details: • Real Estate • Stocks & Bonds • LLCs, Partnerships, Closely-Held Corps. • Receivables & Cash • Life Insurance • Jointly Owned Property • Personal Property • Powers of Appointment • Annuities, IRAs, other Retirement Accounts • Account Rollovers/Beneficiary Designation details • Funeral & Administration Expenses • Debts, Liens, & other Payables • Losses & other Expenses • Tax Returns • Probate Documents
Member cost per binder: $30.64
Non-member cost per binder: $34.04
