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  • Estate Planning Tabs – Set of 19
    • Estate Planning Tabs – Set of 19
    • (Priced and sold in cases of 6) $30.60
    • 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. CONTENTS
      3. KEY INFORMATION
      4. YOUR LIVING TRUST
      5. POUR-OVER WILL
      6. FUNDING POWERS
      7. DURABLE FINANCIAL POWER OF ATTORNEY
      8. AFFIDAVIT AND/OR CERTIFICATION OF TRUST
      9. FUNDING INSTRUCTIONS
      10. TRUST TRANSFER DOCUMENTS
      11. LIFE INSURANCE
      12. LOCATION LISTS
      13. HEALTH CARE POWERS
      14. LIVING WILL
      15. MEMORIAL INSTRUCTIONS
      16. ANATOMICAL GIFT FORM
      17. TENANCY AGREEMENT
      18. PERSONAL EFFECTS
      19. OTHER DOCUMENTS
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