Blumberg Legal Supplies and Services
Blumberg Legal Supplies and Services   Shop For Legal Supplies  
  1. » »

Trust Portfolios

Lever Arch Binder with trust index

Emphasize the importance of the trust documents you've prepared for your clients. Deliver them in our economical Lever Arch Binders. 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.

Client Questionnaires
Each Lever Arch trust 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 us permission to provide these valuable questionnaires on a 3 1/2" disc in Word and Wordperfect. Use it to personalize and edit the questionnaires to suit your needs. The questionnaires cover estates under and over $500,000 with testamentary trusts and asset summary (14 pps.), or intervivos trust, revocable and irrevocable (10 pps.).

Trust binders include:
- 50 sheets 24 lb., 25% cotton white Excelsior Bond
- 10-part index for trusts; tab reinforced with Mylar®
- Detailed trust planning questionnaires on 3 1/2" disc

You can similarly organize your own estate records for each client using our low cost and highly efficient Lever Arch Binder and estate administration index.

Cat. No. Description PRICE Qty.  
3301TPBG Lever Arch 2 ring binder, Trust Protfolio, Burgundy $17.95
3301TPBK Lever Arch 2 ring binder, Trust Protfolio, Black $17.95
3301TPBL Lever Arch 2 ring binder, Trust Protfolio, Blue $17.95
3301TPGN Lever Arch 2 ring binder, Trust Protfolio, Green $17.95
3301TPGY Lever Arch 2 ring binder, Trust Protfolio, Grey $17.95
3301TPRD Lever Arch 2 ring binder, Trust Protfolio, Red $17.95

 Specials  |  Dealers  |  Downloads  |  Email Sign Up  |   catalog request | COVID-19 Notice

FREE SHIPPING on Orders $50 or More
to the contiguous 48 states; orders under $50, $12.95 (see exceptions.)

Corporate/LLC Kits FREE (seals, stamps $7.95).

Stay Informed

Blumberg Product Donations

We often donate corporate kits, legal forms and other legal supplies to law schools for instructional purposes.

Request a Donation to Your School

BlumbergExcelsior, Inc.
Since 1887, BlumbergExcelsior, Inc. All Rights Reserved
Terms of Sale

Corporate Headquarters
16 Court Street, 14th Fl, Brooklyn, NY 11241;
212 431-5000 fax 917 243-5794, 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
PO Box 151929, Austin, TX 78715-1929;
512 478-6620, Hours 8:00am - 5:00pm

Site Map | Privacy Policy | Refund Policy