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  • Irrevocable Trust Tabs-Sets of 13
    • Irrevocable Trust Tabs-Sets of 13
    • (Priced and sold in cases of 6) $21.90
    • 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. Trust Agreement
      3. Overview
      4. Instructions to Trustee
      5. Certification of Trust
      6. Demand Right Notifications
      7. Trust Assets
      8. Life Insurance Policies
      9. Tax Filings
      10. Financial Reports
      11. Correspondence
      12. Charitable Deduction Calculation
      13. Investment Reports and Agreements
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