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This product is the first of its kind. It is not available anywhere else. Nobody else produces an estate planning portfolio which is custom tailored to Colorado estate plans.
Colorado estate plans deserve individualized attention. Colorado attorneys now have an inexpensive new tool to provide added value to their estate planning clients by turning an intangible service into a tangible product.
Our Colorado Estate Planning Portfolios are designed to be seamlessly compatible with the most commonly used estate planning forms from the Colorado Bar Association's "Orange Book".
Each portfolio includes tabbed sections and Colorado-specific cover sheets for each document contained in your client's estate plan. All cover sheets are drafted to concisely educate your clients on the intended use of the document contained in that section. With specific references to applicable Colorado law regarding each document, your clients will appreciate the custom-tailored feel these portfolios have.
Our Colorado Estate Planning Portfolios are high quality padded burgundy binders with 29 well-drafted cover sheets printed on heavy weight paper for a truly professional impression.
The Colorado Estate Planning Portfolios are available in two sizes. Use the 1½ binder when your client's estate plan includes a revocable living trust. Use the 1-inch binder when a will is the centerpiece of your client's estate plan.
The Colorado Estate Planning Portfolio for revocable living trust-based estate plans includes the following tabbed sections and cover sheets:
- Living Trust
- Trust Transfer Documents
- Personal Property Memorandums
- Pour-over Will
- General Durable Power of Attorney
- Medical Durable Power of Attorney
- Living Will
- Guardianship and Child Care Powers
- Asset Inventory
- Reference Lists
- Disposition of Last Remains
- Miscellaneous
The Colorado Estate Planning Portfolio for will-based estate plans includes the following tabbed sections and cover sheets:
- Will
- Personal Property Memorandums
- General Durable Power of Attorney
- Medical Durable Power of Attorney
- Living Will
- Guardianship and Child Care Powers
- Asset Inventory
- Reference Lists
- Disposition of Last Remains
- Miscellaneous
Each portfolio contains a 10-page asset inventory section for your clients to list and itemize all of their personal belongings, investments, real estate, and bank accounts.
Each portfolio also includes a reference lists section which includes separate sheets for clients to list where their original estate documents are located, who should be contacted in case of emergency or upon death, and contact information for beneficiaries of their estate plan. This is an ideal way to keep clients organized. Sheets in this section include the following:
- Document Location List
- Summary of Fiduciaries
- Advisors to Contact
- Friends and Relatives to Contact
- Beneficiaries to Contact
Each portfolio includes a business card holder and inside pocket.
We have designed our Estate Planning Portfolios to be both a high quality presentation system for Colorado lawyers as well as a long lasting document storage device for your estate planning clients.
Our Colorado Estate Planning Portfolios are a cost effective way to present your estate planning work to your client while at the same time leaving them with a reminder of your contact information and a concisely drafted explanation and education on the documents you drafted for them. Your clients will appreciate the presentation immediately and practicality for years to come.
Create an excellent impression on your clients by presenting their estate planning documents in a Colorado Estate Planning Portfolio.
Our Colorado Estate Planning Portfolios are also sold at retail by Bradford Publishing Company, at 1743 Wazee Street, Denver, Colorado 80202.
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