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Blumberg Estate Planning Portfolios

3-Ring Binders beautifully personalized with gold lettering


Estate Planning and Trust Portfolio Binders

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3-Ring Binders 3-Ring Binders 3-Ring Binders 3-Ring Binders 3-Ring Binders Trust and Estate 3-Ring Binders

Emphasize the importance of the estate 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.

Summa™ Supplement

Buy the Summa™ Supplement to insert into the Estate Planning 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 Client Questionnaires
Each portfolio comes with detailed questionnaires to simplify the gathering of information for the estate 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). 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” 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 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 planning index; 27 tabs, edge and tab reinforced with Mylar
  • Detailed estate 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.

5290DG Plush Indigo estate portfolio with gold lettering of title, client name and firm name, each

1

3

$54.60

$44.60

 
5290EG Emerald estate portfolio with gold lettering of title, client name and firm name, each

1

3

$54.60

$44.60

 
5290GT Garnet estate portfolio with gold lettering of title, client name and firm name, each

1

3

$54.60

$44.60

 
5290RBK Plush Raven estate portfolio with gold lettering of title, client name and firm name, each

1

3

$54.60

$44.60

 
5291 Ex Libris estate portfolio (brown) with gold lettering of title, client name and firm name, each

1

3

$60.90

$50.25

 
5293BR Ex Libris estate portfolio (brown) with gold lettering of title, client name and firm name, without self-enclosed protection, each

1

3

$54.60

$44.60

 
5295 Ex Libris estate portfolio (black) with gold lettering of title, client name and firm name, each

1

$60.90

 

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).


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BlumbergExcelsior, Inc.
Since 1887, BlumbergExcelsior, Inc. All Rights Reserved
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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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