Estate Planning Binder Tabs: What Sections to Include

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

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.

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.