Estate Settlement Tabs - Set of 23 ($5.45 ea., sold in cases of 6)
Lee Printing Services Binders

Estate Settlement Tabs - Set of 23 ($5.45 ea., sold in cases of 6)

Regular price $32.70 $0.00 Unit price per

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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