Ensure that your clients’ estate planning documents, final wishes, and tax records are securely stored and easy to access with our comprehensive estate planning kits. These professional kits, often referred to as estate planning binders, provide a well-organized system to manage important family data, including family history, asset inventories, liabilities, funeral arrangements, and much more.
Our estate planning kits are available in three elegant styles, each offering durable construction and thoughtful design. Each kit includes 14 pre-printed index tabs to help keep everything in order, including:
- Personal & Family History
- Durable Power of Attorney
- Powers of Attorney
- Wills
- Living Wills
- Trust
- Financial Assets
- and more
Estate Planning Kit Options
We offer three types of estate planning kits to suit different needs and preferences:
Standard Estate Kit: This attractive kit is designed to keep documents neat and flat, reducing wear and tear on papers. The easy-to-open, three-ring D-shaped locks eliminate unsightly rivets on the spine. The kit comes with a matching slipcase and is available in black, blue, burgundy, green, and a two-toned burgundy/black, all finished with gold detailing and a brass engraved nameplate affixed to the spine. The black and blue kits also come with silver detailing and a black engraved nameplate.
Heavy Duty/Royal Estate Kit: Built to last, this durable kit features a rugged 1½” three-ring binder with sturdy metal hinges and a matching slipcase. Gold detailing and the estate name are hand-embossed in gold on the rounded spine. Available in black, green, or two-toned burgundy/black.
Regal Estate Kit: For those seeking extra durability, security, and style, this elegant leather kit offers the highest level of quality. The estate name is hand-embossed in gold on the rounded spine, while the interior features a secure, triple-post binding designed to last a lifetime. Available in black, burgundy, and red.
For more information and pricing on any of our estate planning kits, give us a call at 800.533.7272.
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