Organize, Prepare, and Protect Your Legacy.
Estate and Trust Portfolios
Estate Planning Portfolios are a valuable and positive tool the reinforces your firm’s image. By enclosing your clients’ important documents in these handsome binders, you demonstrate your firm’s professionalism. More importantly, your clients will the the organization of their documents. They add quality and class to your services.
Peace of Mind
These professional binders will provide your client with a place to preserve and protect these important records. Index tags allow the client to file other related documents such as insurance policies and financial information.