Estate Planning Portfolio Tabs

Member Price: $40.50 Retail Price: $45.00
An additional shipping cost of $12.09 per item, applies to this product.
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Form Controls
  • 11 x 8 1/2 + 1/2" sheet size index tabs.
  • Prints black ink, two sides, on 110# ivory index stock.
  • Clear Mylar tabs, Mylar reinforced binding edge, three-hole punched, collated and shrink wrapped in 7 sets.
  • Tabs are 1/2 cut for ability to remove unwanted tab(s) and replace with the next tab, showing no break in the tab pattern.
  • Custom tab sets are available.
18 Tabs Per Set:
  • Introduction
  • Overview
  • Living Trust Agreement
  • Will
  • Pour-Over Will
  • Nominations
  • Personal Information
  • Funding Instructions
  • Power of Attorney
  • Certificate of Trust
  • Trustee Affidavit
  • Privacy Affidavit
  • Trust Assets
  • Health Care
  • Memorial Instructions
  • Property Agreements
  • Personal Effects
  • Other Documents
*All Portfolio and Tab orders will be charged a $5.00 handling fee for each order placed. Shipping is additional. Freight prices are not all inclusive for shipments going to Hawaii or Alaska.