Estate Planning and Trust Portfolios from Blumberg (Estate, Brown)

BindersEmphasize the importance of estate & trust documents you prepare for clients; present them in beautiful binders with finely etched 24K gold or silver lettering of title, client name & your firm name on the spine. Professional binders provide clients with a place to preserve & protect important documents. Appropriately titled index tabs allow organization of documents facilitating communications. Client QuestionnairesEach portfolio comes with detailed questionnaires to simplify gathering of information for estates or trusts. DL Document Assembly Libraries has given Blumberg permission to provide questionnaires on a CD. Separate questionnaires for estates under and over $500,000 include testamentary trusts and asset summary (14 pages); or inter vivos trust, revocable and irrevocable (10 pages). Personalize and edit the questionnaires to suit your client’s needs. Estate Planning Index - 27 Dividers Family Tree/Data; Engagement Letter; Client’s Original Pages; Estate Information; Research; Correspondence; Notes and Deadlines; Explanation of Plan and Trust; Powers of Attorney; Certificate of Trust Authority; Health Care Proxies; Living Wills; Wills; Revocable Trusts; Community Property Agreement; Deeds; Letters To Transfer Assets; Beneficiary Designations; Assets and Liabilities; Irrevocable Trusts; Grantor Retained Trust; Charitable Trusts/Gifts; Qualified Personal Residence Trust; Life Insurance Funding Crummey Notices; Life Insurance Trust; Gift Tax Returns; Income Tax Returns Trust Index - 25 Dividers Irrevocable Trusts; Revocable Trusts; Will; Powers of Attorney; Misc. Documents; Minutes; Beneficial Interest; Insurance; Real Estate; Deeds & Assignments; Mortgages & Notes; Securities; Investment Plan; Retirement Plan/Benefits; Financial Statements; Bookkeeping; Correspondence; Health Care; Instructions To Trustee; Tax Filings; Transfers Of Interest; Notifications; Blank; Blank; Blank

• Garnet, Emerald, Plush Raven and Ex Libris binders include finely etched 24K gold foil lettering (not stamped) on the top panel of the spine of title (e.g. Estate of, Trust of) and Client’s Name; the bottom panel has gold lettering of your Law Firm’s Name; Plush Indigo has silver lettering; to specify lettering click "Customize Now"
• Estate portfolio has Blumberg's 27-part, letter size estate planning index; tab and edge reinforced with Mylar; also estate planning questionnaires on disc
• Trust portfolio has Blumberg's 25-part, letter size trust index; tab and edge reinforced with Mylar; also trust planning questionnaires on disc
• Deep, rich color; 3-ring binders have 1-1/2" D-rings, 2 pockets for business cards and one pocket for the disc; choose our exclusive black and gold trimmed Garnet or Emerald binder; or the Plush Raven or Plush Indigo binder with their soft touch imparted by the foam lining; for a self-enclosed binder with tight dust protection choose the brown Ex Libris; secured by Velcro closure; luxurious mahogany brown or black soft-padded vinyl; three 1-5/8" D rings