|
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 luxurious, burgundy portfolios are padded three-ring binders 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 therein and how best to use it. The portfolios are designed to include the following documents:
- Trust (in 1½ 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 1½ 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 1½ 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.
|
