Estate and Trust Portfolio Binders
Beautifully personalized with gold lettering
Emphasize the importance of the estate and trust documents you prepare for clients by presenting them in beautiful Garnet, Emerald, Plush Raven or Ex Libris portfolios with finely etched gold foil lettering of the titles, client name and your firm name on the spine (e.g. Estate of Client Name; Trust of Client Name). These professional binders provide your client with a place to preserve and protect these important documents. Appropriately titled index tabs allow clients to organize related documents such as insurance policies and financial information facilitating future communications.
Each portfolio 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 Blumberg permission to provide these valuable questionnaires on a CD in Word and WordPerfect. 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.). Personalize and edit the questionnaires to suit your client’s needs.
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 Plush Raven binder has a soft touch imparted by the foam lining and black like Edgar Allan Poe’s Raven. The binders are personalized in 24K gold with “Estate of” or “Trust of” and your client’s name gold lettered in the top panel and your firm name at the bottom. Gold lettering is included in the price of Blumberg’s estate and trust portfolios.
- All binders include:
- Twin binder pockets to hold loose papers
- 50 sheets, Excelsior Bond cotton content paper
- Gold lettering on spine of title, client’s name and your firm’s name
- Estate portfolio adds:
- Estate planning index; 27 tabs made of Mylar
- Detailed estate planning questionnaires on CD
- Trust portfolio adds:
- Trust index; 10 tabs made of Mylar
- Detailed trust planning questionnaires on CD
To specify gold lettering, enter quantity and click add to cart.
Click here for these beautiful 3 ring binders with or without gold lettering and without the estate and trust items.