Estate Settlement Portfolios (2")

7 BINDERS PER CASE

An attractive binder for your clients to store their documents.
If you are unable to find the exact tab that you are seeking, please see our options for individual tabs that can be added to these sets.

• 11 x 8 1/2 + 1/2" sheet size binders.
• Outside material in Hunter Green Summit Wolverine Imitation Leather
• Liner in black Verasuede.
• Two business card holders heat-sealed (three sides) on inside front cover.
• Padding on the front and back.
• 1" round ring (nickel) with round back-concealed plate. *Note - we are converting to D rings on these binders due to customer demand and cost savings
• Binders Board construction.
• Round Corners.
• Silk screen front and spine in black ink.
• Gold foil stamp on front and spine.

• 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

The correct way to measure a binder is to measure the inside diameter of the ring (or the straight edge of the "D" ring). Approximately 100 sheets will fit into each 1/2" of capacity.

Tabs may be purchased separately.