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  • Estate Planning Tabs-sets of 18
    • Estate Planning Tabs-sets of 18
    • (Priced and sold in cases of 6) $25.08
    • Quantity:
    • These quality index tabs are the key to keeping all of your clients' important personal estate plans in order. The tabs are 3-hole punched and printed on ivory colored index paper with mylar reinforced tabs and holes.

      1. Introduction
      2. Overview
      3. Living Trust Agreement
      4. Pour-Over Will
      5. Will
      6. Nominations
      7. Personal Information
      8. Funding Instructions
      9. Power of Attorney
      10. Certificate of Trust
      11. Trustee Affidavit
      12. Privacy Affidavit
      13. Trust Assets
      14. Health Care
      15. Memorial Instructions
      16. Property Agreements
      17. Personal Effects
      18. Other Documents
    • 1065