Estate Settlement Tabs - Set of 23 ($6.46 ea., sold in cases of 6)

These quality index tabs are the key to keeping all of your clients' important personal estate plans in order. The tabs are 3-hole punched and printed on ivory colored index paper with mylar reinforced tabs and holes.

1. CHECKLIST, DEADLINES, NOTES MEMOS
2. CORRESPONDENCE
3. RETAINER AGREEMENT, FEE & COSTS
4. ADMINISTRATION EXPENSES
5. BANK STMTS, RECEIPTS, DISBURSEMENTS
6. WILL/TRUST
7. DEATH CERTIFICATES, LETTERS
8. PLEADINGS, NOTICES AND MOTIONS
9. CREDITOR’S CLAIMS AND DISPOSITION
10. INVENTORY AND APPRAISALS
11. DEBTS
12. DISTRIBUTIONS
13. INSURANCE
14. IRAs, PENSION, ANNUITY
15. OTHER NON-PROBATE ASSETS
16. DECEDENT’S FINAL INCOME TAX RETURN
17. 706 & STATE INHERITANCE TAX
18. MARITAL DEDUCTION QTIP SHARE
19. FIDUCIARY TAX RETURNS
20. RESEARCH
21. ANCILLARY ADMINISTRATION
22. REAL PROPERTY
23. STOCK CERTIFICATES BONDS

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