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Off The Shelf Estate Planning Portfolio (Displayed Price is For 4 Portfolios)

  • Sku: SKU67099-22199349381
$96.00 USD
 per 

Product description

 

ESTATE PLANNER PORTFOLIO
Available in Red or Blue.

ESTATE PLANNER PORTFOLIO
Available in Red or Blue.

* Binders are based on ring size Not spine size.
* Our new Estate Planning Portfolios with 3 D rings. The inside cover has our exclusive pocket to hold
additional papers, CD and 2 Business Cards.
* These portfolios offer a secure, professional and durable way for estate lawyers and financial planner
to present their work to clients.
* A great gift for new homeowners.
* Binders can be personalized with your name, logo and other specific company information for
an additional cost as shown in the second table below.
 

 

OPTION 1:
Extended tabs for use will clear sleevers for wills and other important document.
Add our prepacked 18 tabs as follows:
* Personal & Family History
* Durable Power of Attorney
* Advanced Health Care Directive/Proxies
* Wills
* Trusts
* Deeds
* Tax Returs
* Gift Tax Transfers
* Personal Property Transfers
* Funeral Arrangements
* Import Documents Locator
* Miscellaneous
* Financial - Assets
* Bank Statements
* Brokerage Account Statements

* Financial - Liabilities
* Insurance
* Corporate/Partnership Agreements

 

 

OPTION 2:
All the forms and information sheets needed to record all 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

 

 

OUR ESTATE PLANNING PORTFOLIOS COME IN 3 DIFERENT SIZES:
1", 1.5" and 2.5".

Sized based on internal rings, not the binders spine.

* 1" - Holds up to 200 sheets of 20lb Paper (Spine Measures 2")
* 1.5" - Holds up to 300 sheets of 20lb Paper (Spine Measures 2.5")
* 2.5" - Holds up to 500 sheets of 20lb Paper (Spine Measures 3.5")

 

Prices listed below are per binder, except for one time customization setup fee.

 WholeSale Price Binder Only
( Spine Sizes)
Quantity 1" 1.5" 2.5"
4 $24.00 $25.30 $34.70
5 to 8 $22.80 $24.04 $32.97
9 to 16 $22.20 $23.40 $32.10
17 to 24 $21.60 $22.77 $31.23
25 to 50 $21.00 $22.14 $30.36
75 $20.40 $21.51 $29.50
100 $19.20 $20.24 $27.76
 
Stamping Costs
Price Per Binder One Time Setup Fee
$3.50 $50.00
 
Example of Final Order:
Binder Quantity = 8
Quantity = 2
----------------------------------
Total Amount of Order = 16

Save money by selecting "Binder Quantity"to Order.

 

OPTION 1
Quantity
Binder with Extended
18 Position Index Tabs
(For 1" Binder)
Binder with Extended
18 Position Index Tabs
(For 1.5" Binder)
Binder with Extended
18 Position Index Tabs
(For 2.5" Binder)
4
$28.08
$29.38
$38.78
8
$26.68
$27.91
$36.84
12 to 16
$25.97
$27.18
$35.87
20 to 24
$25.27
$26.44
$34.90
25 to 50
$24.57
$25.71
$33.93
75
$23.87
$24.97
$32.96
100
$22.46
$23.50
$31.02

 

 

OPTION 2
Quantity
Complete set w/Printing & Clear sleeve
and insertion (For 1" Binder)
Complete set w/Printing & Clear sleeve
and insertion (For 1.5" Binder)
Complete set w/Printing & Clear sleeve
and insertion (For 2.5 " Binder)
4
$31.52
$32.82
$42.22
8
$29.94
$31.18
$40.11
12 to 16
$29.15
$30.35
$39.05
20 to 24
$28.36
$29.53
$37.99
25 to 50
$27.58
$28.71
$36.94
75
$26.79
$27.89
$35.88
100
$25.21
$26.25
$33.77

 

 

EXTENDED ESTATE PLANNER TABS ONLY
Printed on 110 lb Index Stock with 3 reinforced holes. Tab size is 9¼ inches x 11 inches, these tabs are longer than standard tabs, the perfect solution for Estate Plan Organization.
Click here to order

 

Binders are based on ring size Not spine size.
*Our new Estate Planning Portfolios with 3 D rings. The inside cover has our exclusive pocket to hold
additional papers, CD and 2 Business Cards.
*These portfolios offer a secure, professional and durable way for estate lawyers and financial planner
to present their work to clients.
*A great gift for new homeowners.
*Binders can be personalized with your name, logo and other specific company information for
an additional cost as shown in the second table below.
 

 

View full details

Off The Shelf Estate Planning Portfolio (Displayed Price is For 4 Portfolios)

$96.00 USD
 per 
SUBHEADING

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