Zipper Estate Planner
Zipper Estate Planner 055BLK01001

The Zipper Estate Planner is an essential tool that will elegantly and efficiently present will and trust documents to your clients.

$55.97/EA
Zipper Estate Planner

The Zipper Estate Planner is an essential tool that will elegantly and efficiently present will and trust documents to your clients. Each kit is customized with the family name, which comes beautifully engraved on a chrome-plated solid brass plate. Our organizers feature 14 time-saving index tabs to keep you organized and set up for continued success.

 

The tabs are organized as follows:

  1. Person & Family History
  2. Durable Power of Attorney
  3. Powers of Attorney
  4. Wills
  5. Living Wills
  6. Trust
  7. Financial-Assets
  8. Financial-Liabilities
  9. Insurance
  10. Important Documents
  11. Corporate/Partnership Agreements
  12. Funeral Arrangements
  13. Tax Returns
  14. Miscellaneous

Required Information:

Please fill out the following required information. See Description for requirements.

BLK


(Corporate name will appear exactly as typed)