Estate Planning Binder Tabs — Custom 8-Tab Sets from $2.61

Standardize the binder every client receives — Will, Revocable Trust, Power of Attorney, Healthcare Directive / Living Will, Beneficiary Designations, Asset Inventory, Insurance, and Important Contacts. Set your exact section names in the online designer and we print and collate matching sets so every estate plan you hand out looks consistent.

• Will, Trust, POA, and Healthcare Directive section tabs
• Asset inventory, beneficiaries, and insurance dividers
• Color-coded sections (19 Mylar colors / 11 poly colors)
• Collated into complete sets — ready to assemble per client

An estate plan sits on a shelf for years and gets pulled at important moments, so durability matters. Mylar edge reinforcing keeps paper tabs from tearing out of the rings; .015 poly gives a premium, wipe-clean feel. Both can be 3-hole punched and printed on one or both sides.

Most estate binders fall into one of three shapes, and the right tab cut follows from the section count. On a portrait divider the tabs share a 10-inch working edge, so a 1/6 cut gives six tabs about 1.67 inches long in one cascade; past one bank, the cascade simply repeats in a second, staggered bank.

• 6-tab set (simple will plan, 1/6 cut): Overview, Last Will & Testament, Powers of Attorney, Healthcare Directive / Living Will, Beneficiary Designations, Important Contacts.
• 8-tab set (the common attorney set): Will, Revocable Trust, Power of Attorney, Healthcare Directive, Beneficiary Designations, Asset Inventory, Insurance, Important Contacts.
• 12-tab trust and estate portfolio set (revocable living trust plan): Will, Revocable Living Trust, Certificate of Trust, Trust Schedules & Assets, Funding Instructions, Power of Attorney, Healthcare Directive, Beneficiary Designations, Asset Inventory, Insurance, Correspondence, Important Contacts — a 1/6 cut in two banks so each tab stays readable across a desk. Collated and 3-hole punched, Tabzoola prices it at $11.66 a set at 25 sets, $5.48 at 100, $3.86 at 250.
• Trustee administration binder (4 to 6 tabs): Funding Instructions, Titles & Deeds, Account Designations, Contacts — the section set a family actually opens first.
• Materials: 90# or 110# index stock with Mylar-reinforced tabs, or .015 poly; 3-hole punched, collated in binder order. The 8-tab set, collated and 3-hole punched, is priced in the table at the top of this page, from 25 sets to 250.

Whatever the structure, the designer prices it live: sections, quantity, paper or poly, colors. Sets arrive collated in binder order, so assembling each client binder is one pass, not a sort.

The estate-plan binder is the one the client keeps from signing day. When the grantor dies, a different binder starts: the trust administration file the successor trustee and the attorney work from to settle the trust. It is organized around the work of settling rather than the documents of planning — establishing authority, taking control of assets, notifying beneficiaries, paying what is owed, filing returns, and making distributions.

A practice that administers trusts rebuilds this file for every administration, which makes it a natural set to print once and reorder. The common eight sections are Death Certificates, Trust Documents, Trust EIN & Accounts, Asset Inventory & Valuations, Notices to Beneficiaries, Debts & Expenses, Tax Returns, and Distributions & Receipts — collated in that order, 3-hole punched, with clear Mylar on every tab. At Tabzoola it is $8.17 a set at the 25-set minimum, $4.93 at 50, $3.75 at 100 and $2.61 at 250, and your own section names cost the same. The trust administration binder tabs page has the full set and its price table.

• Death Certificates · Trust Documents · Trust EIN & Accounts · Asset Inventory & Valuations
• Notices to Beneficiaries · Debts & Expenses · Tax Returns · Distributions & Receipts
• One set per administration, identical across the practice

Estate plans change — a codicil, a first restatement, a new marriage. The binder should absorb the change without being rebuilt. Because every design is saved, you can later order just an Amendment or First Restatement tab in the next open position, matched to the original set's cut, Mylar color, and stock, and drop it into binders already in clients' hands.

The same mechanism replaces a single damaged divider years on: specify the position and the saved design, and the replacement matches the set it rejoins.

Paper sets run about 5 business days in production from proof approval, poly about 15, plus transit — so for a scheduled signing meeting, ordering two to three weeks out is comfortable for paper, and a standing reorder of your standard set means new client binders never wait on printing. Rush production is available on inquiry when a date is close.

Standard sets are letter-size: an 8.5 x 11 body finishing at 9 x 11 with the half-inch tab extension. If your documents run legal-size, choose Legal in the designer — it prices alongside letter on paper stock and finishes 9 x 14, roughly a quarter more for the longer sheet.