Estate Planning Kits

Help your clients keep all their necessary documents neatly organized with our professional and protective estate kits. Currently available in both our deluxe and zippered portfolio styles, each kit features high-quality construction and attractive detailing—while remaining reasonably priced. Each kit includes 14 time-saving index tabs, including: Personal & Family History; Durable Power of Attorney; Powers of Attorney; Wills; Living Wills; Trust; Financial Assets and more. Also included are the forms needed to record all family data, such as family history, asset lists, liability listing, funeral arrangements, and more.

  • Deluxe Kit: Designed to last, our deluxe kit is handcrafted with high-quality materials and superior details. Each three-ring binder features a unique interlocking mechanism that stops pages from ripping out, a rubber-coated opening lever for added comfort, and a pocket seal secured in place with grommets. Available in burgundy, black, black/burgundy with traditional semi‐gloss finish. Also available in a linen finish (shown above) in black and black/burgundy. All deluxe kits come with a matching slipcase, and feature gold detailing. Deluxe Linen
  • Zippered Portfolio Kit: These zippered kits are an elegant choice for those looking for a portfolio-type binder. Sewn edges, a zipper closure and metal corners make these an impressive choice. The organization name is engraved on a chrome-plated brass plate on the exterior, while the interior features a pocket and business card slot. Available in black. Kit measures 13.25” x 10.75”. Zippered Portfolio Kit