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Your cart is empty.Our new padded Estate Planning Portfolios have 3 "slant D" rings. The inside cover has our exclusive pocket to hold additional papers, a CD and 2 Business Cards. These portfolios offer a secure, professional way to organize and protect important Estate information. A great gift for new homeowners! Binders are available in Blue or Red and in 3 different ring options: 1", 1.5", and 2.5". Each binder comes with a set of 18 position tabs including: *PERSONAL & FAMILY HISTORY, *DURABLE POWER OF ATTORNEY, *ADVANCED HEALTH CARE DIRECTIVES/PROXIES, *FINANCIAL-ASSETS, *BANK STATEMENTS, *BROKERAGE ACCOUNT STATEMENTS, *WILLS, *TRUSTS, *DEEDS, *TAX RETURNS, *GIFT TAX TRANSFERS, *PERSONAL PROPERTY, *TRANSFERS, *FUNERAL ARRANGEMENTS, *IMPORTANT DOCUMENTS LOCATOR, *MISCELLANEOUS, *FINANCIAL-LIABILITIES, *INSURANCE, *CORPORATE/PARTNERSHIP AGREEMENTS. Personal information sheets included are: * PERSONAL AND FAMILY HISTORY & INFORMATION, * ASSETS LISTING, * LIABILITY LISTING, * FUNERAL ARRANGEMENTS, * IMPORTANT DOCUMENTS LOCATOR. Capacity: 1" - Holds up to 200 sheets of 20lb Paper.(Spine Measures 2"), 1.5" - Holds up to 300 sheets of 20lb Paper.(Spine Measures 2.5"), 2.5" - Holds up to 500 sheets of 20lb Paper.(Spine Measures 3.5")
Love & Associates, LLC
Reviewed in the United States on August 11, 2024
It is a very nice binder but it is too large. However, the system will not allow me to exchange or return it.
Customer
Reviewed in the United States on July 4, 2024
Perfect for my estate planning clients . The binders are well put together! Thank you!
Corina C.
Reviewed in the United States on October 10, 2024
I use these binders for my business and all my clients are impressed. I have used all sizes and colors.
Customer
Reviewed in the United States on January 17, 2023
Nice quality.
Tracy Hunt
Reviewed in the United States on September 18, 2021
Yes this is a little pricy for a binder and paper. But, I did not want to have to take the time to create them myself. This is a nice binder with preprinted tabs and pre printed sheets to fill out - so ready to go. I do recommend scanning and making copies of the sheets, so you can make updates and replace the sheets as needed or add additional information if not enough space was provided on exiting sheets. If you want something that is ready to go, I recommend this purchase.
kristine Pfister-Bogart
Reviewed in the United States on June 2, 2021
Very professional looking book...Loved all the inserts to write down your assets and important documents...Great for organizing your estate
Utah Lawyer
Reviewed in the United States on October 10, 2021
I am an estate planning attorney and I buy these in bulk. My clients really like them. There is also a place for my business card on the inside flap. The binders keep all documents organized. I have no complaints.
V. Peralez
Reviewed in the United States on March 22, 2020
Very professional looking. My clients were impressed. Lots of tabs that the client can add their own items too. Looks durable but time will tell. I would order again. Buy in bulk and you save on shipping cost.
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