Trust Administration Tabs - Set of 24 ($6.55 ea., sold in cases of 6)
These quality index tabs are the key to keeping all of your clients' important personal estate plans in order. The tabs are 3-hole punched and printed on ivory colored index paper with mylar reinforced tabs and holes. ESTATE DOCUMENTS: Estate Planning Documents Funeral/Memorial Instructions Death Certificates/Marriage Licenses Administrative Trust & Assets Subtrusts & Assets Distributions & Claims Other ASSET DETAILS: Real Estate Stocks & Bonds LLCs, Partnerships, Closely-Held Corps. Receivables & Cash Life Insurance Jointly Owned Property Personal Property Powers of Appointment Annuities, IRAs, Other Retirement Accounts Account Rollovers Beneficiary Designation Details Funeral & Administration Expenses Debts, Liens & Other Payables Losses & Other Expenses Tax Returns Probate Documents 1039