Estate Planning Portfolio Binders & Index Tabs for Your Clients                                 408-448-1800

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STOCK INDEX TABS (DIVIDERS)


Estate Planning, Business Planning, Corporate Documents, Irrevocable Trust and many other title applications.
A Set of up to 20 Index Tabs (Dividers) is included with every Binder ordered.
It's Your Choice of Tab Titles!
Create your own unique Tab Set by selecting from our Stock Tab Titles.
We have more than 110 Tab Titles to choose from!

Estate Planning Index Tab
Estate Planning Index Tab

Select from the following Stock Tab Titles:
ABSTRACT OF TRUST
ADVANCE HEALTH CARE DIRECTIVE
ADVISORY AGREEMENT
AFFIDAVIT OF TRUST
ANATOMICAL GIFT FORM
ASSET & LIABILITY PLAN
ASSETS & BENEFICIARY DESIGNATIONS
ASSETS & LIABILITIES
CERTIFICATE OF TRUST
CERTIFICATE/ARTICLES
CHARITABLE DEDUCTION CALCULATION
CHARITABLE LEAD TRUST
CHARITABLE REMAINDER TRUST
CODICIL
COMPETENCY CLAUSE
CONTENTS
CORPORATE BYLAWS
CORPORATION
CORRESPONDENCE
CUSTODY DOCUMENTS
CUSTODY STATEMENTS
DECLARATION OF GUARDIAN
DEEDS
DEMAND RIGHT NOTIFICATIONS
DIRECTIVE TO PHYSICIAN
DURABLE POWER OF ATTORNEY
ENDOWMENT AGREEMENT
ENTITY ARTICLES
ESTATE PLAN
EXHIBITS
FAMILY LIMITED PARTNERSHIP
FAMILY MANAGEMENT COMPANY
FINAL DETAILS CHECKLIST
FINAL DISPOSITION INSTRUCTIONS
FINANCIAL OBJECTIVES
FINANCIAL POWER OF ATTORNEY
FINANCIAL STATEMENTS

FORM ADV PART II
FUNDING DOCUMENTS
FUNDING INSTRUCTIONS
FUNERAL INSTRUCTIONS
GENERAL ASSIGNMENT
GIFT ANNUITY
GRANTOR RETAINED ANNUITY TRUST
HANDWRITTEN GIFT LIST
HEALTH CARE DOCUMENTS
HEALTH CARE POWER OF ATTORNEY
HEALTH CARE PROXY
HIPAA AUTHORIZATION
INCOME TAX PLAN
INSTRUCTIONS & INFORMATION
INSTRUCTIONS TO TRUSTEE
INSURANCE
INTRODUCTION
INVESTMENT PLAN
INVESTMENT POLICY STATEMENT
INVESTMENT REPORTS & AGREEMENTS
IRREVOCABLE LIFE INSURANCE TRUST
IRREVOCABLE TRUST
KEY INFORMATION
LAST WILL & TESTAMENT
LEGAL DIAGRAM
LIFE INSURANCE
LIMITED LIABILITY COMPANY
LIVING TRUST
LIVING WILL
LOCATION OF DOCUMENTS
MARITAL AGREEMENT
MEMORANDUM OF TRUST
MEMORIAL INSTRUCTIONS
MISCELLANEOUS
NOMINATIONS
NON-TRUST ASSETS
OPERATING AGREEMENT

OPERATIONS MANUAL
OTHER DOCUMENTS
OVERVIEW
OWNERSHIP CERTIFICATES
PARTNERSHIP AGREEMENT
PERSONAL & FAMILY HISTORY
PERSONAL CARE PLAN
PERSONAL EFFECTS
PERSONAL INFORMATION
PERSONAL PROPERTY MEMORANDUM
PERSONAL REQUESTS
PLANS & MINUTES
POUR-OVER WILL
POWER OF ATTORNEY
PREFACE
PRIVACY AFFIDAVIT
PROPERTY AGREEMENTS
QUARTERLY REVIEWS
RETIREMENT PLAN
RISK MANAGEMENT PLAN
SAVING & SPENDING PLAN
SPECIAL NEEDS TRUST
SPECIAL SITUATIONS
SUMMARY
TABLE OF CONTENTS
TAX FILINGS
TAX ID NUMBERS
TRUST
TRUST AGREEMENT
TRUST AMENDMENT
TRUST ASSETS
TRUST DECLARATION
TRUST FUNDING
TRUST SCHEDULES
TRUST TRANSFER DOCUMENTS
TRUSTEE AFFIDAVIT
WILL
Blank Tab (no printing/no mylar)


Specify how you would like to receive your Tabs:

 - Tabs are Bulk - each Tab Title is grouped together
or
 - Tabs are Collated - each Tab Title is placed in the order that you specify

Stock Index Tab (Divider) Specifications:
 - 90# White Index Stock
 - 11" x 8-1/2" + 1/2" Sheet Size
 - Black Print on Both Sides of the Tab Extension
 - Text is printed in 10pt Helvetica Bold, All Caps
 - Clear Mylar on the Tab Extension
 - Mylar Reinforced Binding Edge
 - Standard 3 Hole Drill
 - 1/2 Cut so that you can easily remove or add tabs
 
To place an order for Stock Index Tabs (Dividers) ONLY (without binders) - Click Here for the STOCK INDEX TABS (DIVIDERS) ORDER FORM.

Prefer a different tab set style?  We can customize a set for you!

Click here to view some of the Custom Index Tab Sets we've produced.


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