Estate Settlement Portfolio Tabs ( 7 Sets)

Estate Settlement Portfolio Tabs ( 7 Sets)

Regular price $44.44
  • 11 x 8 1/2 + 1/2" sheet size index tabs.
  • Prints black ink, two sides, on 110# ivory index stock.
  • Clear Mylar tabs, Mylar reinforced binding edge, three-hole punched, collated and shrink wrapped in 7 sets.
  • Tabs are 1/2 cut for ability to remove unwanted tab(s) and replace with the next tab, showing no break in the tab pattern.

7 Tabs Per Set:

  • Introduction
  • Overview
  • Settlement Instructions
  • Time Sheets
  • To Do's
  • Representation Agreements
  • Affidavits of Trust
  • Legal Documents
  • Inventory Documents
  • Valuation Documents
  • Accounting
  • Receipts
  • 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

 



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