A distinctive way to present your clients with their estate planning portfolio. Conveniently stores and organizes essential documents in one place. All portfolios include pre-printed and blank tabs for your convenience and customization. For personalized binder, please call 800.222.0510. Tabs within the kits include: Personal Family Information; Durable Power of Attorney; Living Will/Health Care Proxy; Will; Trusts; Asset Information; Liability Information; Insurance Information; Important Documents; Final Arrangements; Income Tax Return (3 years); Corporate/Partnership Agreements; Family Limited Partnerships/Limited Liability Companies; Organ Donation; Gift Tax Returns; Tangible Property Disposition List; Deceased Spouse's Gift & Estate Tax Returns; 3 blank tabs.
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