Estate Planning and Trust Portfolios
Binders beautifully personalized with gold lettering
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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 title, 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.
Buy the Summa™ Supplement to insert into the Estate Planning and Trust Portfolio. Help your clients keep records of their assets and personal information. The Supplement facilitates communicating personal and financial information with heirs and executors. The Supplement includes Summa™ printed forms, CD, instructions, and index. Cat. No. 5292, $19.95.
Estate and Trust Client Questionnaires
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 pages); or inter vivos trust, revocable and irrevocable (10 pages). Personalize and edit the questionnaires to suit your client’s needs.
Choose our exclusive black and gold-trimmed 1-1/2" D-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 lettering in the top panel and your firm name at the bottom. The gold lettering is included in the price of Blumberg’s estate planning and trust portfolios.
- All binders include:
- 2 pockets for business cards and one for the disc
- 50 sheets Excelsior Bond 25% cotton, 24 lb. Ultra White archival quality paper
- Gold lettering on spine of title, client’s name and your firm’s name
- Estate portfolio adds:
- Estate planning index; 27 tabs, edge and tab reinforced with Mylar
- Detailed estate planning questionnaires on CD
- Trust portfolio adds:
- Trust index; 10 tabs, edge and tab reinforced with 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.