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Trust Portfolio Binders

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Summa™ Important Personal and Family Document Organizer

Organize personal, family and household records in an attractive binder with numbered tab dividers and formt. Click here for a full list of all our Will and Trust Supplies.

SUMMA™ is divided into four sections and 30 forms covering all necessary information and documents.
Conveniently record information about:

– Yourself, your family, and instructions for your medical care, guardianship, burial, and other preferences.
– Contacts with financial institutions, advisers, and other organizations.
– Valuable property and its location.
– Location of important documents (will, car titles, insurance policies, etc.).

Includes 6 heavy-duty plastic sleeves to keep copies of important documents (birth & marriage certificates, military discharge papers, etc.).

Summa™ Supplement

Summa™ is now available as a Supplement to insert into Blumberg’s Estate Planning and Trust Portfolio, a personalized binder for storing important estate and trust documents. By purchasing both the Portfolio and Supplement, you provide your clients with a convenient method for preserving important documents and information to share with heirs and executors. The Supplement includes Summa™ printed forms, CD, instructions, and index. Cat. No. 5292, $19.95.

- Gathers in one place all important documents, personal information and family records.
- Reduces the burden on loved ones in case of disability or death.
- A convenient source of information in case of damage to important personal or household documents due to fire or other casualties.

Handsome heavy-duty binder with dust-free slipcase in matching black, burgundy, green or brown vinyl. Sleeves for CD, business cards and loose papers. Available with Garnet or Emerald binder (without slipcase).

Fill in the forms by hand or use the CD (supplied) containing all the forms. Firms can use the CD to add their imprint to the title page.

Index tabs made of Mylar 1–25, in four colored sections, with 26 interleaved forms printed on pale grey 25% cotton archival bond and 50 extra pages for printing from the CD.

5820B SUMMA important document organizer, black binder with matching dust-proof slipcase



5820N SUMMA important document organizer, green binder with matching dust-proof slipcase



5820U SUMMA important document organizer, burgundy binder with matching dust-proof slipcase



5820W SUMMA important document organizer, brown binder with matching dust-proof slipcase



5820EG SUMMA important document organizer, emerald binder with gold lettering



5820GT SUMMA important document organizer, garnet binder (red) with gold lettering



5292 Summa supplement, includes the Summa form CD, instructions, paper forms and index




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 $8.95).

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

Corporate Headquarters
100 Wall Street, Suite 503, New York, NY 10005;
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

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