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Blue 1.5" Estate Planning Portfolio, Binder, 18 Position tabs and fillable Personal Data Sheets
Users say:
This binder is beautifully made and contains almost all the necessary documents for organizing an estate. It is a great value added perk for clients and is of good quality. It is a bit expensive, but overall it is a professional looking book that is worth the cost.
This is 1.5" ring binder with 2.5" Spine. Available in Blue or Red and in 3 different sizesAvailable in Blue or Red and in 3 different sizes MEASURED BY RING SIZE. Available in 3 sizes, 1" ring( 1.5" Spine Size), 1.5" ring (2.5 Spine Size) and 2.5" ring( The Spine Measures 4", the rings are 2.5") 18 position estate tabs (listed in description belo…
This is 1.5" ring binder with 2.5" Spine. Available in Blue or Red and in 3 different sizesAvailable in Blue or Red and in 3 different sizes MEASURED BY RING SIZE. Available in 3 sizes, 1" ring( 1.5" Spine Size), 1.5" ring (2.5 Spine Size) and 2.5" ring( The Spine Measures 4", the rings are 2.5") 18 position estate tabs (listed in description below) Personal information sheets (listed in description below) Our new padded Estate Planning Portfolios have 3 "slant D" rings. The inside cover has our exclusive pocket to hold additional papers, a CD and 2 Business Cards. These portfolios offer a secure, professional way to organize and protect important Estate information. A great gift for new homeowners! Binders are available in Blue or Red and in 3 different ring options: 1", 1.5", and 2". Each binder comes with a set of 18 position tabs including: *PERSONAL & FAMILY HISTORY, *DURABLE POWER OF ATTORNEY, *ADVANCED HEALTH CARE DIRECTIVES/PROXIES, *FINANCIAL-ASSETS, *BANK STATEMENTS, *BROKERAGE ACCOUNT STATEMENTS, *WILLS, *TRUSTS, *DEEDS, *TAX RETURNS, *GIFT TAX TRANSFERS, *PERSONAL PROPERTY, *TRANSFERS, *FUNERAL ARRANGEMENTS, *IMPORTANT DOCUMENTS LOCATOR, *MISCELLANEOUS, *FINANCIAL-LIABILITIES, *INSURANCE, *CORPORATE/PARTNERSHIP AGREEMENTS. Personal information sheets included are: * PERSONAL AND FAMILY HISTORY & INFORMATION, * ASSETS LISTING, * LIABILITY LISTING, * FUNERAL ARRANGEMENTS, * IMPORTANT DOCUMENTS LOCATOR. Capacity: 1" - Holds up to 200 sheets of 20lb Paper.(Spine Measures 2"), 1.5" - Holds up to 300 sheets of 20lb Paper.(Spine Measures 2.5"), 2.5" - Holds up to 500 sheets of 20lb Paper.(Spine Measures 3.5")
Review summary
AI-generated content
This binder is beautifully made and contains almost all the necessary documents for organizing an estate. It is a great value added perk for clients and is of good quality. It is a bit expensive, but overall it is a professional looking book that is worth the cost.
Pros
- Beautifully made
- Pre-printed tabs
- Organized documents
- Good for estate planning
- Solid construction
Cons
- Dated lists
- Expensive
Description
This is 1.5" ring binder with 2.5" Spine. Available in Blue or Red and in 3 different sizesAvailable in Blue or Red and in 3 different sizes MEASURED BY RING SIZE. Available in 3 sizes, 1" ring( 1.5" Spine Size), 1.5" ring (2.5 Spine Size) and 2.5" ring( The Spine Measures 4", the rings are 2.5") 18 position estate tabs (listed in description below) Personal information sheets (listed in description below) Our new padded Estate Planning Portfolios have 3 "slant D" rings. The inside cover has our exclusive pocket to hold additional papers, a CD and 2 Business Cards. These portfolios offer a secure, professional way to organize and protect important Estate information. A great gift for new homeowners! Binders are available in Blue or Red and in 3 different ring options: 1", 1.5", and 2". Each binder comes with a set of 18 position tabs including: *PERSONAL & FAMILY HISTORY, *DURABLE POWER OF ATTORNEY, *ADVANCED HEALTH CARE DIRECTIVES/PROXIES, *FINANCIAL-ASSETS, *BANK STATEMENTS, *BROKERAGE ACCOUNT STATEMENTS, *WILLS, *TRUSTS, *DEEDS, *TAX RETURNS, *GIFT TAX TRANSFERS, *PERSONAL PROPERTY, *TRANSFERS, *FUNERAL ARRANGEMENTS, *IMPORTANT DOCUMENTS LOCATOR, *MISCELLANEOUS, *FINANCIAL-LIABILITIES, *INSURANCE, *CORPORATE/PARTNERSHIP AGREEMENTS. Personal information sheets included are: * PERSONAL AND FAMILY HISTORY & INFORMATION, * ASSETS LISTING, * LIABILITY LISTING, * FUNERAL ARRANGEMENTS, * IMPORTANT DOCUMENTS LOCATOR. Capacity: 1" - Holds up to 200 sheets of 20lb Paper.(Spine Measures 2"), 1.5" - Holds up to 300 sheets of 20lb Paper.(Spine Measures 2.5"), 2.5" - Holds up to 500 sheets of 20lb Paper.(Spine Measures 3.5")
Specifications
Material | Paper |
Pack Size | 1 |
Capacity | 1.5 Inches |
Is Discontinued By Manufacturer | No |
Manufacturer Part Number | Est-ots2-blue |
Date First Available | September 10, 2014 |
Manufacturer | Corpkit Legal Supplies |