Irrevocable Trust Tabs - Sets of 13 ($4.28 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. 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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