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The ExecuKit Estate Planner
Features a zippered padded sewn case to ensure a safe place your documents. The Name of the Estate Plan is engraved on a brass or nickel plate affixed to the face of the binder. Inside front and back covers have pockets to hold additional important papers.
Instructions
* Name of Estate Planner must be typed in the way that it will appear on the Binder. (i.e. The Estate Plan of Mary Jones or The Jones Family Estate Plan).
What a full kit contains:
1) Binder with name embossed on the spine
2) 18 Index Tabs
3) Fillable Personal Data Sheets
 18 position tabs
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INCLUDED ARE OUR PREPACKED 18 TABS WHICH ARE 3 BANKS AS FOLLOWS: |
*PERSONAL & FAMILY HISTORY
*DURABLE POWER OF ATTORNEY
*ADVANCED HEALTH CARE DIRECTIVES/PROXIES
*WILLS
*TRUSTS
*DEEDS |
*FINANCIAL-ASSETS
*BANK STATEMENTS
*BROKERAGE ACCOUNT STATEMENTS
*FINANCIAL-LIABILITIES
*INSURANCE
*CORPORATE/PARTNERSHIP AGREEMENTS |
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*TAX RETURNS
*GIFT TAX TRANSFERS
*PERSONAL PROPERTY TRANSFERS
*FUNERAL ARRANGEMENTS
*IMPORTANT DOCUMENTS LOCATOR
*MISCELLANEOUS |
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ALL THE FORMS AND INFORMATION SHEETS NEEDED TO RECORD ALL OF YOUR FAMILY DATA.
Add our personal information sheets to your set to complete your portfolio.
Personal information sheets included are:
* PERSONAL AND FAMILY HISTORY & INFORMATION
* ASSETS LISTING
* LIABILITY LISTING
* FUNERAL ARRANGEMENTS
* IMPORTANT DOCUMENTS LOCATOR |
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Features a zippered padded sewn case to ensure a safe place your documents. The Name of the Estate Plan is engraved on a brass or nickel plate affixed to the face of the binder. Inside front and back covers have pockets to hold additional important papers.
Instructions
* Name of Estate Planner must be typed in the way that it will appear on the Binder. (i.e. The Estate Plan of Mary Jones or The Jones Family Estate Plan).
