Add quality and class to your estate planning services with this handsome three-ring binder that holds all of your client's estate planning documents.

These portfolios are expensive-looking, padded, burgundy-colored three- ring binders that are designed to hold all of your client's estate planning documents. Each portfolio is divided into tabbed sections, one for each estate planning document. Each section contains a written explanation of the document contained in that section and how best to use it. The portfolios are designed to include the following documents:

• Trust (in 1-1/2 inch portfolio only)
• Will
• Personal property memorandums
• Financial power of attorney
• Medical power of attorney
• Living will
• Anatomical gift declaration
• Life insurance summary
• Reference lists
• Memorial instructions
• Trust transfer documents (in 1-1/2 inch portfolio only)
• Miscellaneous

Included in the Estate Planning Portfolios are forms and informational sheets specifically designed to record a client's important personal, family, and financial information. Forms and information sheets include:

• Personal Property Memorandum
• List of Fiduciaries
• Client's Memorial Instructions
• List of Friends and Relatives to Contact
• List of Advisors to Contact
• Document Location List
• Life Insurance Summaries
• Anatomical Gift Declaration
• List of Beneficiaries to Contact

Our portfolios come in two sizes. The 1-1/2 inch portfolio is designed for clients whose estate plan includes a trust. The 1-inch portfolio is designed for those with a will as their primary estate planning document.

Your clients will appreciate your thoughtfulness for enclosing their important documents in these attractive, long-lasting portfolios.

Our prices are about half of what most other companies charge for portfolios of this kind. Give one to each estate planning client.

Call 1-800-955-4569 for 20% discount on orders of five or more portfolios.

1-inch Portfolio - ONLY $39.00


1-1/2-inch Portfolio - ONLY $42.00

ALSO OFFERED WITH SPECIAL PRICING AS PART OF THE ESTATE PLANNING PACKAGE!!!