Estate Planning Portfolio Binders, Tab Dividers and More!
New low minimums on customized
binders and tab dividers.
Contact us for quote.
Login
  • Shopping cart is empty.
  • Estate Settlement Tabs-Set of 23
    • Estate Settlement Tabs-Set of 23
    • (Priced and sold in cases of 6) $32.70
    • 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. CHECKLIST, DEADLINES, NOTES MEMOS
      2. CORRESPONDENCE
      3. RETAINER AGREEMENT, FEE & COSTS
      4. ADMINISTRATION EXPENSES
      5. BANK STMTS, RECEIPTS, DISBURSEMENTS
      6. WILL/TRUST
      7. DEATH CERTIFICATES, LETTERS
      8. PLEADINGS, NOTICES AND MOTIONS
      9. CREDITOR’S CLAIMS AND DISPOSITION
      10. INVENTORY AND APPRAISALS
      11. DEBTS
      12. DISTRIBUTIONS
      13. INSURANCE
      14. IRAs, PENSION, ANNUITY
      15. OTHER NON-PROBATE ASSETS
      16. DECEDENT’S FINAL INCOME TAX RETURN
      17. 706 & STATE INHERITANCE TAX
      18. MARITAL DEDUCTION QTIP SHARE
      19. FIDUCIARY TAX RETURNS
      20. RESEARCH
      21. ANCILLARY ADMINISTRATION
      22. REAL PROPERTY
      23. STOCK CERTIFICATES BONDS
    • 1062