Retirement Trust - Set of 7 ($3.31 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.

Tabs Included

1. Overview
2. Trust Agreement
3. Certificate Of Trust
4. Assets & Beneficiary Designations
5. Tax Filings
6. Financial Statements
7. Correspondence

1030-7RTT