Portfolios
Emphasize the importance of the Estate and Trust documents you
have prepared for your clients. Deliver them in personalized Garnet,
Emerald or Ex Libris Portfolios. These professional binders will
provide your client with a place to preserve and protect these
important records. Index tabs allow the client to file other related
documents such as insurance policies and financial information.
They can facilitate future communications with your client by
simplifying access to the documents.
NEW AND IMPROVED QUESTIONNAIRES with free disc
Each portfolio binder comes with detailed questionnaires
to simplify the gathering of information for the estate
or trust documents. The publisher of the popular
DL Document Assembly Libraries has given us
permission to provide these valuable
questionnaires (see p. 44) on a CD in
Word and Wordperfect. Personalize
and edit the questionnaires to suit
your needs.
Separate questionnaires for estates under and
over $500,000 include testamentary trusts and asset summary
(14 pp.); or inter vivos trust, revocable and irrevocable (10 pp.). Choose our
exclusive black and gold trimmed 1
1
/
2
" ring Garnet or Emerald binder or our
unique Ex Libris 1
5
/
8
" ring binder with built-in dust protection. The Garnet,
Emerald and Ex Libris binders are personalized in 24K gold with "Estate of" or
"Trust of" and your client's name. Firm name in bottom panel, $10.75 extra.
All portfolios include:
·
Twin binder pockets to hold loose papers.
·
50 sheets, 24 lb., 25% cotton white Excelsior Bond.
The Trust Portfolio adds:
·
10-part mylar-tabbed index for Trust (illustrated).
·
Detailed trust planning questionnaires on disc.
The Estate Portfolio adds:
· 27-part mylar-tabbed Estate Planning Index (illustrated).
· Detailed estate planning questionnaires on disc.
Includes your client's name gold lettered on spine!
Estate and Trust Portfolios
New quantity discounts
Cat. No.
Description
1
3
5290GT
Garnet Estate Portfolio
$45.45
$36.40 ea.
5290EG
Emerald Estate Portfolio
45.45
36.40
5299GT
Garnet Trust Portfolio
44.50
35.60
5299EG
Emerald Trust Portfolio
44.50
35.60
5291
Ex Libris Estate Portfolio
50.70
40.60
5210
Ex Libris Trust Portfolio
49.55
39.65
20
8 0 0 5 2 9. 6 2 7 8 | f a x 8 0 0 5 6 1 . 9 0 1 8 | w w w. b l u m b e r g . c o m / w i l l
20
8 0 0 5 2 9. 6 2 7 8 | f a x 8 0 0 5 6 1 . 9 0 1 8 | w w w. b l u m b e r g . c o m / w i l l
Garnet*
Emerald*
Illustrated with title
and client name gold
lettered in top panel
and firm name in
bottom panel.
Ex Libris
Estate Index Cat. No. 5081 (value $6.00 ea., quantity prices at p. 51)
Increase Profitability with DL State Specific
Wills and Trust Libraries
Intake questionnaire to first draft in your word processor in less than 30
minutes for sophisticated documents. See p. 44.
FREE Document Assembly programs for Living
Wills and Health Care Powers of Attorney with
the purchase of any Trust and Estate Portfolio
.
(Specific forms for all states except LA.) You must request Cat. No.
S4930D with your order.
Trust Index Cat. No. 5298 (value $5.20 ea., quantity prices at p. 51)
New quantity discounts
for Garnet,* Emerald* and
Ex Libris Binders!
A customized presentation and closing binder makes a lasting impression.
Order a supply with a firm imprint in 24k gold lettering. We will hold them for
customization of the closing title, client's name, date, etc., as needed. Request a
quote for large orders.
*Binders of exceptional quality with "debossed line design" that simulates hand-
turned edges.
Binders Only
Cat. No.
Description
1
5
10
25
5296GT
Garnet Binder
$27.50
$25.30 ea.
$20.95 ea.
$18.25 ea.
5296EG
Emerald Binder
27.50
25.30 20.95 18.25
10M
Ex Libris Binder
35.60
32.70 27.15 24.40
Gold lettering on spine: up to 3 lines top panel, $11.95; 2 lines center or bottom
panel, $10.75. Additional binders same copy: top panel $4.50, center or bottom
panel, $3.50. For lettering on cover, inquire.
Will Supplies
--Estate and Trust
NEW
Emerald!