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Estate Planning Index Tab Sets


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Made in USA


Estate Planning Index Tab Sets

Letter Size 8-1/2" Wide x 11" High. 1/2" Tab Extension.

90 lb. White Stock. Clear Mylar Reinforced Tabs and Edges.

The use of Specialty Index Tabs makes it much easier to Organize Information and puts a Professional Polish on Presentations, Booklets and Much More.

Dividers are 5-Hole Punched on the 11" Side. Side Tabs

Tab #1 INCOME TAX RETURNS
Tab #2 GIFT TAX RETURNS
Tab #3 LIFE INSURANCE TRUST
Tab #4 LIFE INSURANCE FUNDING CRUMMEY NOTICES
Tab #5 QUALIFIED PERSONAL RESIDENCE TRUST
Tab #6 CHARITABLE TRUST / GIFTS
Tab #7 GRANTOR RETAINED TRUST
Tab #8 IRREVOCABLE TRUSTS
Tab #9 ASSETS AND LIABILITIES
Tab #10 BENEFICIARY DESIGNATIONS
Tab #11 LETTERS TO TRANSFER ASSETS
Tab #12 DEEDS
Tab #13 COMMUNITY PROPERTY AGREEMENT
Tab #14 REVOCABLE TRUSTS
Tab #15 WILLS
Tab #16 LIVING WILLS
Tab #17 HEALTH CARE PROXIES
Tab #18 CERTIFICATE OF TRUST AUTHORITY
Tab #19 POWERS OF ATTORNEY
Tab #20 EXPLANATION OF PLAN AND TRUST
Tab #21 NOTES AND DEADLINES
Tab #22 CORRESPONDENCE
Tab #23 RESEARCH
Tab #24 ESTATE INFORMATION
Tab #25 CLIENTS ORIGINAL PAGES
Tab #26 ENGAGEMENT LETTER
Tab #27 FAMILY TREE / DATA
Tab #28 BLANK
Tab #29 BLANK
Tab #30 BLANK

Packed 10 Sets (18 Tabs Per Set) Per Box

SKU: 68303
10 Sets of 30 Tabs
$69.99 per Pack of 10


Quantity:



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