Free Printable Binder Checklists: Estate, Case File, Client Review, Trust

The binder an estate planning client keeps at home: Will, Revocable Living Trust, Power of Attorney, Healthcare Directive, Beneficiary Designations, Asset Inventory, Insurance and Important Contacts — with the documents that belong behind each, from codicils and the certificate of trust to beneficiary confirmation letters.

A working litigation file such as personal injury, in the order a paralegal builds it: Pleadings, Correspondence, Discovery, Depositions, Medical Records, Expert Reports, Billing & Costs, and Notes & Research — including deposition transcripts, record requests and liens.

The wealth management review meeting binder: Client Profile, Account Summary, Investment Performance, Asset Allocation, Tax Planning, Estate Planning, Insurance Review, Retirement Analysis, Goals & Objectives and Action Items — ending with the decisions and next review date from the meeting.

The second estate binder, built after a death: Death Certificates, Trust Documents, Trust EIN & Accounts, Asset Inventory & Valuations, Notices to Beneficiaries, Debts & Expenses, Tax Returns and Distributions & Receipts — in the order the administration happens.

Each checklist prints on one letter-size page. Tick the main box when a section is set up and the smaller boxes as each document is filed behind its tab. Rename sections to match your own practice — the designer lets you edit any tab title before you order, and nothing prints until you approve a free PDF proof.