Custom Gold Lettered Trust Binder for Professionals with 10-Part Index

Binders play a crucial role in the importance of estate and trust documents that you create for your clients. To enhance the presentation, these documents can be housed in elegant binders, featuring finely etched 24K gold or silver lettering on the spine that displays the title, the client's name, and your firm’s name. These professional binders not only create an aesthetically pleasing appearance but also offer clients a secure location to preserve and protect significant documents. The use of appropriately labeled index tabs enables effective organization, thereby streamlining communication.

Each portfolio comes equipped with comprehensive questionnaires designed to facilitate the easy collection of information pertaining to estates or trusts. Blumberg has licensed DL Document Assembly Libraries to supply these questionnaires on a CD. There are distinct questionnaires available for estates valued at under and over $500,000, which cover testamentary trusts and an asset summary spread over 14 pages, as well as inter vivos trusts (both revocable and irrevocable) spanning 10 pages. These questionnaires can be customized and modified to better suit the individual needs of your clients.

The estate planning index consists of 27 dividers including sections for: Family Tree/Data; Engagement Letter; Client’s Original Pages; Estate Information; Research; Correspondence; Notes and Deadlines; Explanation of Plan and Trust; Powers of Attorney; Certificate of Trust Authority; Health Care Proxies; Living Wills; Wills; Revocable Trusts; Community Property Agreements; Deeds; Letters To Transfer Assets; Beneficiary Designations; Assets and Liabilities; Irrevocable Trusts; Grantor Retained Trusts; Charitable Trusts/Gifts; Qualified Personal Residence Trusts; Life Insurance Funding Crummey Notices; Life Insurance Trust; Gift Tax Returns; Income Tax Returns.

For trust documents, the trust index features 25 dividers including categories for: Irrevocable Trusts; Revocable Trusts; Wills; Powers of Attorney; Miscellaneous Documents; Minutes; Beneficial Interests; Insurance; Real Estate; Deeds & Assignments; Mortgages & Notes; Securities; Investment Plans; Retirement Plans/Benefits; Financial Statements; Bookkeeping; Correspondence; Health Care; Instructions To Trustee; Tax Filings; Transfers Of Interest; Notifications; and additional blank sections for flexible use.

The binders come in shades like Garnet, Emerald, Plush Raven, and Plush Indigo, showcasing finely etched 24K gold foil lettering on the top panel of the spine, and your firm’s name in gold on the bottom panel. For those interested in silver lettering, the Plush Indigo option is available. Clients can personalize the lettering by choosing the "Customize Now" option.

The estate portfolio is designed with Blumberg’s 27-part, letter-sized estate planning index, featuring tabs and edges reinforced with Mylar. Similarly, the trust portfolio includes Blumberg’s 25-part, letter-sized trust index, also enhanced with Mylar for durability. The binders are available in deep, rich colors, with 3-ring mechanisms using 1-1/2" D-rings, along with two business card pockets and a dedicated pocket for the disc. You can select from our exclusive black and gold trimmed Garnet or Emerald binders, the Plush Raven or Plush Indigo binders with a soft-touch foam lining, or for maximum dust protection, the self-enclosed brown Ex Libris binder secured by a Velcro closure, crafted from luxurious mahogany brown or black soft-padded vinyl, featuring three 1-5/8" D rings.

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