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Estate Portfolio with Estate of Client’s Name and Firm Name Gold Lettered on The Binder, Includes Estate Planning Index, from Blumberg, Brown Ex Libris Self-Enclosed Binder
Binders Emphasize 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 Questionnaires Each 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

Price is $65.00

Price: $64.95