What Sections Go in an Estate Planning Binder

By John Anselmo · Owner of Tabzoola · Owner and President, Anselmo Die & Index · making custom index tabs since 1993 · Updated November 2026

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 at 250 sets for the 8-tab trust and estate set. Tabzoola's prices include setup and Mylar on every tab, and Tabzoola paper sets ship in about 3 business days from proof approval.

Tabzoola publishes this guide. Its tabs are made at the Anselmo Die & Index, Inc. plant, which has die-cut index tabs in Schaumburg, Illinois since 1993, and the section lists below are the ones estate practices actually order printed. To turn them into a priced set, Tabzoola's free estate binder builder ticks the eight core sections for you.

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.

Tabzoola’s Order these sections as a printed set

Trust & Estate Planning Tabs, 8-tab 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.

Tabzoola prints this set in this 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

Tabzoola prices, 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.

Prices verified against the Tabzoola pricing engine, the one checkout uses, on November 12, 2026.

Order this set → edit the sections Design custom binder tabs 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.

Tabs that last in a keepsake binder

An estate plan sits on a shelf and gets pulled at important moments, so the tabs should last. Tabzoola puts Mylar on every paper tab, and 110# index with binding-edge reinforcing suits a binder kept many years. The tabs 3-hole punch for standard rings. Design your set in the online configurator with instant pricing and a free PDF proof.

Frequently asked questions

How many tabs does an estate planning binder usually have?

Usually about 10. In the Tabzoola Binder Report 2026, the median estate planning binder set has 10 tabs, from the production records of 40 companies printed by Tabzoola's sister company, Anselmo Die & Index; 96% of those sets are 3-hole punched and 91% are collated. A basic client binder starts at 8 sections, and Tabzoola prints any count from 1 to 150 tabs a set.

How do I make custom tabs for estate planning?

Two ways. For a single binder, print Tabzoola's free tab template on 90 lb index stock and type your section names onto it. For a firm's client binders, have the set printed: Tabzoola's free estate binder builder picks the sections and the cut, then opens the designer with every title typed, and the eight-section set is $8.17 a set at 25 sets, collated and 3-hole punched with Mylar on every tab.

What sections belong in an estate planning binder?

Eight sections cover almost every plan: Last Will & Testament, Revocable Living Trust, Power of Attorney, Healthcare Directive, Beneficiary Designations, Asset Inventory, Insurance, and Important Contacts. Trust plans often add a Certificate of Trust and Funding Instructions, and some firms add Deeds & Titles or a Letter of Instruction. Tabzoola's free estate binder builder starts with those eight ticked, lets you add the rest, and prices the printed set; the tabs 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?

At Tabzoola, 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

Trust administration binder tabs — the 8-tab set for settling a trust 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 In case of death binder — the family's ten-tab version 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

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