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 Planning Documents
- Funeral/Memorial Instructions
- Death Certificates/Marriage Licenses
- Administrative Trust & Assets
- Subtrusts & Assets
- Distributions & Claims
- 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