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Emphasize the importance of estate & trust documents you prepare for clients; present them in beautiful binders with finely etched 24K gold or silver lettering of title, client name & your firm name on the spine. Professional binders provide clients with a place to preserve & protect important documents. Appropriately titled index tabs allow organization of documents facilitating communications.
Client Questionnaires
Each portfolio comes with detailed questionnaires to simplify gathering of information for estates or trusts. DL Document Assembly Libraries has given Blumberg permission to provide questionnaires on a CD. Separate questionnaires for estates under and over $500,000 include testamentary trusts and asset summary (14 pages); or inter vivos trust, revocable and irrevocable (10 pages). Personalize and edit the questionnaires to suit your client’s needs.
Estate Planning Index - 27 Dividers
Family Tree/Data; Engagement Letter; Client’s Original Pages; Estate Information; Research; Correspondence; Notes and Deadlines; Explanation of Plan and Trust; Powers of Attorney; Certificate of Trust Authority; Health Care Proxies; Living Wills; Wills; Revocable Trusts; Community Property Agreement; Deeds; Letters To Transfer Assets; Beneficiary Designations; Assets and Liabilities; Irrevocable Trusts; Grantor Retained Trust; Charitable Trusts/Gifts; Qualified Personal Residence Trust; Life Insurance Funding Crummey Notices; Life Insurance Trust; Gift Tax Returns; Income Tax Returns
Trust Index - 25 Dividers
Irrevocable Trusts; Revocable Trusts; Will; Powers of Attorney; Misc. Documents; Minutes; Beneficial Interest; Insurance; Real Estate; Deeds & Assignments; Mortgages & Notes; Securities; Investment Plan; Retirement Plan/Benefits; Financial Statements; Bookkeeping; Correspondence; Health Care; Instructions To Trustee; Tax Filings; Transfers Of Interest; Notifications; Blank; Blank; Blank
Customer
Reviewed in the United States on June 26, 2024
Well made and has a nice leather feel to it. Lots of divider choices for your individual needs. The ability to have a choice for what you want engraved on the spine is a nice touch. I have ordered two.
jedm
Reviewed in the United States on June 2, 2023
The product was as imagined and was used for Estate Planning.
Shmoyle
Reviewed in the United States on July 6, 2022
Generally good quality. The main issue I had was that the gold print for the label and design bled in a few spots which detracts from the otherwise nice look of the binder. Also, the side panels are a little flimsy, but this is a common issue I have with all estate planning binders - I don't know why they cannot make these like corporate binders which have very sturdy sidewalls. Regardless, I will probably order this again for other clients.
Luz Urbina
Reviewed in the United States on July 27, 2021
Excellent, prompt service.Will continue order it for my clients. I am very satisfied witt the product and their customer service.
Brett Lensing
Reviewed in the United States on July 30, 2020
I'm an executor to a large estate, and I bought this to centralize all of my planning and information documents, together with other legal docs. I wanted it to look and feel very premium, and I was nervous about the order, but thrilled when I got the box. Great, rich color, quality job on the spine printing, is padded but not too much, perfect.
David Anderson
Reviewed in the United States on January 5, 2020
I provide this to my clients for whom I do estate planning. It helps to keep them organized and they appreciate the extra professionalism.
Elizabeth Pimentel Gogue
Reviewed in the United States on December 26, 2019
This was used for a Living will portfolio. It looked professional and the engraving added a professional look.
Jayant
Reviewed in the United States on December 16, 2019
Very neatly packaged and labeled. This is a must have for your critical documents.
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