Trust Administration Portfolio Tabs

Trust Administration Portfolio Tabs

Regular price $55.25
  • 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.

24 Tabs Per Set:
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

 


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