# Free Printable Binder Checklists: Estate, Case File, Client Review, Trust | Tabzoola Source: https://tabzoola.com/guides/binder-checklists > Tabzoola publishes four free one-page PDF checklists: estate planning, litigation case file, wealth management client review and trust administration binders, each listing the sections and what goes behind every tab. Each ends with a QR code that opens the designer with those sections filled in. Tabzoola's custom paper sets start at $136.25 for 25 sets of 5 tabs. Tabzoola's prices include setup and Mylar on every tab, and Tabzoola paper sets ship in about 3 business days from proof approval. These free printable checklists list the sections of four common professional binders and what goes behind each tab: an estate planning binder, a litigation case file, a wealth management client review binder and a trust administration binder. Each is a one-page PDF you can print, check off, and hand to whoever assembles the binder. They are published by Tabzoola, which prints custom index tabs at the Anselmo Die & Index plant in Schaumburg, Illinois. Each checklist ends with a QR code that opens the online tab designer with exactly those sections already typed in, so the binder can be tabbed the same way every time. They are general organizing checklists, not legal, tax or financial advice. ## Estate planning binder checklist (8 tabs) 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. ## Case file binder checklist (8 tabs) 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. ## Client review binder checklist (10 tabs) Tabzoola's 10-tab set for 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. ## Trust administration binder checklist (8 tabs) 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. ## Printing and using the checklists 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. ## Questions ### What goes in an estate planning binder? Typically eight sections: the will, the revocable living trust, powers of attorney, healthcare directives, beneficiary designations, an asset inventory, insurance, and important contacts. The free Tabzoola estate planning binder checklist lists what goes behind each tab. ### How should a personal injury case file be organized? A common order is pleadings, correspondence, discovery, depositions, medical records, expert reports, billing and costs, then notes and research. The free case file binder checklist covers what belongs behind each tab. ### What goes in a wealth management client review binder? The client profile, account summary, performance, asset allocation, tax and estate planning, insurance, retirement analysis, goals, and the action items from the meeting — ten sections in the free client review checklist. ### Are the checklists free? Yes. All four are free one-page PDFs with no sign-up. Each ends with a QR code that opens the Tabzoola tab designer with its sections filled in, if you want the tabs printed. ## Related - [New hire onboarding binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=onboarding) - [Business continuity plan binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=bcp) - [IT runbook binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=runbook) - [Trial binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=trial) - [Deposition binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=deposition) - [Personal injury case file checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=pi) - [Guardianship binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=guardianship) - [Special needs trust binder checklist (PDF)](https://tabzoola.com/api/binder-checklist?kind=snt) - [Trust administration binder tabs — the 8-tab set for settling a trust](https://tabzoola.com/tabs/trust-administration-binder-tabs) - [Estate planning binder checklist (free PDF)](https://tabzoola.com/checklists/tabzoola-estate-planning-binder-checklist.pdf) - [Case file binder checklist (free PDF)](https://tabzoola.com/checklists/tabzoola-case-file-binder-checklist.pdf) - [Client review binder checklist (free PDF)](https://tabzoola.com/checklists/tabzoola-client-review-binder-checklist.pdf) - [Trust administration binder checklist (free PDF)](https://tabzoola.com/checklists/tabzoola-trust-administration-binder-checklist.pdf) - [Custom estate planning binder tabs](https://tabzoola.com/tabs/estate-planning-binder-tabs) - [Law office binder tabs — case and matter files](https://tabzoola.com/tabs/law-office-binder-tabs) - [Wealth management binder tabs](https://tabzoola.com/tabs/wealth-management-binder-tabs) - [Estate planning binder sections — the full guide](https://tabzoola.com/guides/estate-planning-binder-sections) --- Tabzoola (tabzoola.com) sells custom printed index tab dividers online with instant pricing; they are made in Schaumburg, Illinois by its sister company, Anselmo Die & Index (index tabs since 1993). 25-set minimum, guest checkout, free PDF proof, orders@tabzoola.com accepts a typed or attached list of titles.