Trust Administration Portfolio Tabs (7 Sets)

• 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

Member cost per tab set: $7.21

Non-member cost per tab set: $8.02