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Estate Portfolio with Estate of Client’s Name and Firm Name Gold Lettered on The Binder, Includes 27-Part Estate Planning Index, from Blumberg, Emerald Binder

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Product ID: 303225588
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blumberg's law products
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About the item

Size:Estate Color:Emerald Binders Emphasize the importance of the estate and trust documents you prepare for clients by presenting them in beautiful Garnet, Emerald or Plush Raven portfolios with finely etched 24K gold foil lettering (silver lettering on Plush Indigo) of title, client name and your firm name on the spine (e.g. Estate of Client Name; Trust of Client Name). Professional binders provide clients with a place to preserve and protect important documents. Appropriately titled index tabs allow organization of related documents facilitating communications. Client Questionnaires Each portfolio comes with detailed questionnaires to simplify the gathering of information for the estate or trust documents. The publisher of DL Document Assembly Libraries has given Blumberg permission to provide these questionnaires on a CD in Word and WordPerfect. Separate questionnaires for estates under and over $500,000 include testamentary trusts and asset summary (14 pages); or inter vivos trust, revocable and irrevocable (10 pages). Personalize and edit the questionnaires to suit your client’s needs. Estate Planning Index - 27 Dividers Family Tree/Data; Engagement Letter; Client’s Original Pages; Estate Information; Research; Correspondence; Notes and Deadlines; Explanation of Plan and Trust; Powers of Attorney; Certificate of Trust Authority; Care Proxies; Living Wills; Wills; Revocable Trusts; Community Property Agreement; Deeds; Letters To Transfer Assets; Beneficiary Designations; Assets and Liabilities; Irrevocable Trusts; Grantor Retained Trust; Charitable Trusts/Gifts; Qualified Personal Residence Trust; Life Insurance Funding Crummey Notices; Life Insurance Trust; Gift Tax Returns; Income Tax Returns Trust Index - 10 Dividers Trust; Will; Minutes; Beneficial Interest; Bookkeeping; Real Estate; Stocks and Bonds; Mortgages and Notes; Insurance; Misc. Documents To specify imprint, click "Customize Now".
  • About this item.
  • Garnet, Emerald and Plush Raven binders include finely etched 24K gold foil lettering (not stamped) on the top panel of the spine of title (e.g. Estate of, Trust of) and Client’s Name; the bottom panel has gold lettering of your Law Firm’s Name; Plush Indigo has silver lettering; to specify lettering click "Customize Now".
  • Estate portfolio has Blumberg's 27-part, letter size estate planning index; tab and edge reinforced with Mylar; also estate planning questionnaires on disc.
  • Trust portfolio has Blumberg's 10-part, letter size trust index; tab and edge reinforced with Mylar; also trust planning questionnaires on disc.
  • Deep, rich color; 3-ring binders have 1-1/2" D-rings, 2 pockets for business cards and one pocket for the disc; choose our exclusive black and gold trimmed Garnet or Emerald binder; or the Plush Raven or Plush Indigo binder with their soft touch imparted by the foam lining.
  • Binders come with 50 sheets of Blumberg's Excelsior Bond 25% cotton, 24 lb. Ultra White archival quality paper.
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