Estate and Trust Portfolio Binders

Beautifully personalized with gold lettering


Estate and Trust Portfolio Binders

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.

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 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.



Cat. No. Description PRICE Qty.  
5290GT Garnet estate portfolio with gold lettering of title, client name and firm name, each $48.95
5290EG Emerald estate portfolio with gold lettering of title, client name and firm name, each $48.95
5290RBK Plush Raven estate portfolio with gold lettering of title, client name and firm name, each $48.95
5291 Ex Libris estate portfolio with gold lettering of title, client name and firm name, each $55.80
5293BR Ex Libris estate portfolio with gold lettering of title, client name and firm name, without self-enclosed protection, each $48.95
5299GT Garnet trust portfolio with gold lettering of title, client name and firm name, each $47.95
5299EG Emerald trust portfolio with gold lettering of title, client name and firm name, each $47.95
5299RBK Plush Raven trust portfolio with gold lettering of title, client name and firm name, each $47.95
5210 Ex Libris trust portfolio with gold lettering of title, client name and firm name, each $54.80
10NDP Ex Libris 3 ring, without self-enclosed protection $28.50
5294BR Ex Libris trust portfolio with gold lettering of title, client name and firm name, without self-enclosed protection, each $47.95


Since 1887 BlumbergExcelsior, Inc. All Rights Reserved
Terms of Sale
True to Form™

Corporate Headquarters
16 Court Street, 14th Fl, Brooklyn, NY 11241
;
212 431-5000 fax 800 561-9018, Hours 8:45am - 5:45pm

New York Corporate Services
236 Broadway, Menands, NY 12204;
518 436-0855, Hours 8:00am - 5:00pm

Texas Corporate Services
814 San Jacinto Blvd Ste 303, Austin, TX 78701;
512 478-6620, Hours 8:00am - 5:00pm