Estate Planning Tabs

These index tabs are designed to be a complete estate planning system. A complete set of index tabs includes two sets of tabs -- one set for the professional's records and a second set to give to the client.

Professional Set

Net Worth Statement / Asset Listing
Foreign Estate Issues
Tax Minimization Strategies
Tax Liabilities

Business Management Transition
Business Ownership Transition
Shareholder / Partnership Agreement
Estate Freeze

Client Set to be distributed later

Estate Plan
Beneficiaries
Wills
Trusts
Life Insurance
Property Agreement
Business Succession Plan
Charitable Gifts

Power of Attorney
Advanced Health Care Directive
Anatomical Gift Form
Incapacity Plan
Guardian Appointment
Funeral Directives
Important Documents
[blank]

Asset Transfers
Income Taxes
Miscellaneous
Accounting of Fees

The client set is limited to the estate plan while the professional set also includes notes from client discussions and the research and reasoning that supports the estate plan.

The index tabs dealing with business succession planning are conveniently organized into a single bank which can be easily omitted or included depending on a client's needs. The first two banks of the client set are designed to be given to the client so that the client has something to keep for his or her records. The index tab headings cover most topics but a blank tab is included for anything you'd like to include that does not already have a dedicated section. The third bank of the client set are used to organize posthumous documents and would be added to the client binder later for the next of kin.

Our Estate Planning Index Tabs are sold as a complete set (Professional Set + Client Set) or if you prefer you can buy either the Professional or Client Set individually. 

The Tab Department is the leader in short-run custom index tabs