Trust Administration Tabs - Set of 24 ($5.50 ea., sold in cases of 6)
Lee Printing Services Binders

Trust Administration Tabs - Set of 24 ($5.50 ea., sold in cases of 6)

Regular price $33.00 $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. ESTATE DOCUMENTS:
  2. Estate Planning Documents
  3. Funeral/Memorial Instructions
  4. Death Certificates/Marriage Licenses
  5. Administrative Trust & Assets
  6. Subtrusts & Assets
  7. Distributions & Claims
  8. Other
  9. ASSET DETAILS:
  10. Real Estate
  11. Stocks & Bonds
  12. LLCs, Partnerships, Closely-Held Corps.
  13. Receivables & Cash
  14. Life Insurance
  15. Jointly Owned Property
  16. Personal Property
  17. Powers of Appointment
  18. Annuities, IRAs, Other Retirement Accounts
  19. Account Rollovers Beneficiary Designation Details
  20. Funeral & Administration Expenses
  21. Debts, Liens & Other Payables
  22. Losses & Other Expenses
  23. Tax Returns
  24. Probate Documents

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