Irrevocable Trust Portfolio Tabs

Irrevocable Trust Portfolio Tabs

Regular price $32.50
  • 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.

13 Tabs Per Set:

  • Introduction
  • Trust Agreement
  • Overview
  • Instructions to Trustee 
  • Certification of Trust
  • Demand Right Notifications
  • Trust Assets
  • Life Insurance Policies
  • Tax Filings
  • Financial Reports
  • Correspondence 
  • Charitable Deduction Calculation
  • Investment Reports and Agreements

 


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