Irrevocable Trust Tabs - Sets of 13 ($3.65 ea., sold in cases of 6)
Lee Printing Services Binders

Irrevocable Trust Tabs - Sets of 13 ($3.65 ea., sold in cases of 6)

Regular price $21.90 $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. Introduction
  2. Trust Agreement
  3. Overview
  4. Instructions to Trustee
  5. Certification of Trust
  6. Demand Right Notifications
  7. Trust Assets
  8. Life Insurance Policies
  9. Tax Filings
  10. Financial Reports
  11. Correspondence
  12. Charitable Deduction Calculation
  13. Investment Reports and Agreements

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