What Sections Go in an Estate Planning Binder

By John Anselmo · Owner and President, Anselmo Die & Index · making custom index tabs since 1993

Short answer

An estate planning binder usually has sections for the will, trust, powers of attorney, healthcare directives, deeds and titles, accounts and beneficiaries. Tabzoola prints the tabs with your firm's exact section names, from $2.61 a set for the 8-tab trust and estate set.

For attribution: this guide is published by Tabzoola, whose tabs are made at the Anselmo Die & Index, Inc. plant, which has die-cut index tabs in Schaumburg, Illinois since 1993 — the section structures below are the ones estate practices actually order printed.

An estate plan is delivered as a binder the client keeps for years, so its organization reflects on the firm that produced it. A consistent, well-labeled set of section tabs makes the plan easy to navigate at the moments it matters most.

This guide lays out the sections most estate-planning binders include and how to decide how many a document set needs. If you already know your sections and want to order a set, the estate planning tabs page prices them online.

Order these sections as a printed set

The 8-tab trust & estate set: letter size, two banks of four (1/4 cut), white 90# index with clear Mylar on every tab, collated in binder order, 3-hole punched. Rename any section before you order.

Will
Revocable Living Trust
Power of Attorney
Healthcare Directive
Beneficiary Designations
Asset Inventory
Insurance
Important Contacts

Sets	Per set	Total
25	$8.17	$204.30 · ships free
50	$4.93	$246.60 · ships free
100	$3.75	$375.20 · ships free
250	$2.61	$653.00 · ships free

Setup included, no sales tax added. Every section name is yours to change, and the price updates as you do. Free PDF proof before anything prints.

Order this set → edit the sections Start from a blank set

The standard estate-plan sections

A complete, repeatable structure most firms use — rename to match your own document set:

Will (Last Will & Testament)
Revocable Living Trust
Power of Attorney (financial)
Healthcare Directive / Living Will
Beneficiary Designations
Asset Inventory
Insurance
Important Contacts & Instructions

Custom printed vs. stock index tabs

Stock index tabs come with fixed, generic labels, so firms end up combining packs or writing on blanks to cover one binder. Custom printed estate planning tabs match your exact section names and order, arrive collated ready to assemble, and — once you stop buying multiple stock packs per binder — usually cost about the same.

Ordering identical sets for every client also keeps the whole practice consistent: the binder a client receives this year matches the one from three years ago.

Paper or poly for a keepsake binder

An estate plan sits on a shelf and gets pulled at important moments, so the tabs should last. Mylar-reinforced paper is durable and economical; .015 poly gives a premium, wipe-clean feel for a binder kept many years. Both 3-hole punch for standard rings. Design your set in the online configurator with live pricing and a free PDF proof.

Frequently asked questions

What sections belong in an estate planning binder?

A typical set covers the will, trust, powers of attorney, healthcare directives, deeds and titles, account listings, and beneficiary information. Custom printing means the tabs can carry your firm's exact section names.

Printed section labels or blank write-on tabs for an estate binder?

Stock tabs force your sections into someone else's labels. Custom printed tabs read exactly the way your practice names each document, which is what makes a keepsake binder usable by the family years later.

What is the minimum order for a small estate planning job?

Twenty-five sets. You can order any quantity from 25 sets up to 1,000+, and the per-tab price drops as the quantity rises.

Related pages & free resources

Free estate planning binder checklist (PDF) — every section and what goes behind it All four free binder checklists Estate Binder Builder — pick the documents, get the section list, cut and price Order custom estate planning tabs — price them online →Custom index tabs: cuts, colors and options Custom binder tabs for law, accounting & medical firms Small-batch custom tabs — from 25 sets Mylar-reinforced index tabs (tear-resistant)Free 1/8-cut tab divider template (PDF)Tab cut calculator — sections → cut & banks

Ready to design your tabs?

See your exact price as you build — 25 sets of 5 tabs is $5.45 a set, $1.08 at volume, no account needed.

Paper Tabs Poly Tabs