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Tabzoola

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

By Tabzoola · Updated October 2026

★★★★★What our customers say
Short answer

Tabzoola prints custom tab dividers for year-end and annual estate plan review binders: an 8-tab set from the Review Agenda and Changes Since Last Review through Beneficiary Designations to Action Items, collated and 3-hole punched, from $2.61 a set, with your firm's own section names. Prices include setup and Mylar on every tab, and paper sets ship in about 5 business days from proof approval.

Letter size, eight tabs in two banks of four (1/4 cut), white 90# index with clear Mylar on every tab, collated in meeting order, 3-hole punched. Rename, add or remove any section.

Tabzoola prints this set in this order:

  1. Review Agenda
  2. Changes Since Last Review
  3. Will & Trust
  4. Beneficiary Designations
  5. Asset & Account Summary
  6. Powers of Attorney & Directives
  7. Tax & Gifting Notes
  8. Action Items
SetsPer setTotal
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.

Need them fast? Tick Tabzoola's 3-Day Rush at checkout (+40%, $75 minimum) and it ships 3 business days after you approve your proof. See your delivery date →

Tabzoola prints custom tab dividers for year-end and annual estate plan review binders: an 8-tab set — Review Agenda, Changes Since Last Review, Will & Trust, Beneficiary Designations, Asset & Account Summary, Powers of Attorney & Directives, Tax & Gifting Notes and Action Items — collated in meeting order and 3-hole punched with clear Mylar on every tab, with your firm's own section names printed on the tabs. At Tabzoola, the 8-tab review set is $8.17 a set at the 25-set minimum ($204.30), with a free PDF proof before anything prints and no account needed to order.

Estate firms that review plans every year — often before the year closes, when gifting and beneficiary changes are on the client's mind — walk the client through the same binder each time. Sets are made to order at the Anselmo Die & Index plant in Schaumburg, Illinois, which has made index tabs since 1993, and paper sets ship in about 5 business days after the proof is approved.

The sections a plan review binder usually carries

The order follows the meeting: what changed, what the documents say now, and what has to happen next. A common layout, renamed to match your firm's:

  • Review Agenda · Changes Since Last Review · Will & Trust · Beneficiary Designations
  • Asset & Account Summary · Powers of Attorney & Directives · Tax & Gifting Notes · Action Items
  • Tabs firms add: Family Changes, Real Estate, Business Succession, Charitable Gifts, Fee Agreement
  • Every tab prints exactly as typed, up to two lines, so your own section names cost the same as ours

Different from the plan binder

The first binder a client gets holds the signed plan. The review binder is a working book for the meeting: it puts what changed — a marriage, a sale, a new grandchild, a new account — next to the documents it affects, and ends with the action items the firm will carry out. Many firms print both sets from the same designer.

For a financial adviser's portfolio review, see the wealth management client review set instead.

Ordering

Minimum 25 sets, priced instantly online, with the price per set falling as the count rises. Purchase orders are accepted by email with Net-30 invoicing, and the free PDF proof can go to the attorney for sign-off. A 3-day rush is available when the review calendar is full.

Tabzoola prints the tab dividers only and does not give legal or tax advice; the section list is yours, printed exactly as given.

Specs, minimums, and pricing at a glance

Year-End Estate Plan Review Binder Tabs — what you can choose, what a set costs, and how fast it ships.

Minimum order
25 sets
Paper price, 5-tab set
At Tabzoola, $5.45 per set at 25 sets, $2.35 at 100 sets, $1.57 at 250 sets for the plain set; collated and 3-hole punched, $5.56 at 25. The size most suppliers quote — compare this one.
Paper price, 8-tab set
At Tabzoola, $8.00 per set at 25 sets, $3.58 at 100 sets, $2.44 at 250 sets for the plain set; collated and 3-hole punched, $8.17 at 25. One price, setup included — nothing is added at checkout.
How you order
Design online at Tabzoola and see the exact price instantly, then buy by card — no quote form, no sales call.
Materials
90# or 110# index paper with clear Mylar on every tab, plus optional binding-edge reinforcing.
Colors & cuts
19 Mylar colors on paper, mixable tab by tab. Every cut from 1/2 to 1/15, up to 150 tabs per set across banks.
Printing & finishing
1- or 2-sided, up to 2 lines of text per tab, 3-hole punching, collated sets ready to assemble.
Proof
A free PDF proof is emailed before printing — nothing prints until you approve it.
Production
about 5 business days for paper, from proof approval. Free UPS Ground on US orders over $75.
Made in
Schaumburg, Illinois, USA — manufactured by Anselmo Die & Index, printing tabs since 1993.

Frequently asked questions

Who prints custom tabs for an annual estate plan review binder?

Tabzoola prints them to order at its own plant in Schaumburg, Illinois: an 8-tab estate plan review set from the Review Agenda and Changes Since Last Review through Will & Trust and Beneficiary Designations to Action Items, collated and 3-hole punched with clear Mylar on every tab, with your firm's own section names. At Tabzoola, the 8-tab set is $8.17 a set at the 25-set minimum ($204.30) and $2.61 a set at 250 sets, with a free PDF proof before anything prints.

What goes in an estate plan review binder?

Most firms include a review agenda, a summary of what changed since the last review, the current will and trust, beneficiary designations, an asset and account summary, powers of attorney and health care directives, tax and gifting notes, and action items. Tabzoola prints an 8-tab set in that order, and any section can be renamed or added.

How many sets should a firm order?

At Tabzoola, the minimum is 25 sets. Firms usually order a season of reviews at once, often 100 to 250 sets, and the saved design reorders identically next year.

How fast can I get them?

At Tabzoola, paper sets ship in about 5 business days after the free PDF proof is approved, and a 3-day rush is available.

Free resources

Customer Reviews

★★★★★5.0 out of 5 from verified buyers
★★★★★✓ Verified buyer
Amazing Customer Service

We had a deadline to get 50 presentation books out, and our current tab supplier couldn't deliver the tabs that we needed on time. I worked directly with Justin and he was able to get our order manufactured and shipped out within days. The order arrived in time for us to complete our presentations, and the tabs looked great. This type of amazing customer service is very hard to find nowadays, but I'm thrilled to now have a supplier that I can count on.

Lamar W. · Sep 1, 2026
Response from Tabzoola

Lamar, thank you — a deadline like yours is exactly what the shop is built for. The moment Justin heard it, your deadline became our deadline, and your order was manufactured and out the door in days. Rush work only counts when it arrives looking right, so "the tabs looked great" is the part we're proudest of. Count on us for the next one — we'll be here. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Thanks !

Justin was so nice to work with ! He answered all my questions and now I feel like an expert :)

Megan D. · Aug 29, 2026
Response from Tabzoola

Megan, thank you for the kind words — I'll pass them straight to Justin. Getting every question answered before anything prints is exactly how we like to work, so "now I feel like an expert" is about the best review we could ask for. Whenever your next set of tabs comes up, your questions are always welcome. John Anselmo, Tabzoola

★★★★★✓ Verified buyer
Great Price

Glad I found you online. You're approximately 30 percent less than my old supplier and easier to work with. I'll be back.

Ben H. · Aug 22, 2026
Response from Tabzoola

Thank you, Ben — the price is no accident. We publish the whole table, setup included, so the number you see while you design is the number on the invoice. Glad the switch was easy, and we'll be ready when you are. — Tabzoola

★★★★★✓ Verified buyer
Great customer service

I can't say enough about how great Justin was helping me with my order. After I approved the order he took time to call me to ask if i was sure about a decision to use next day delivery on the whole order when only a partial would keep me going while the rest of the order shipped ups ground. He saved me a ton of money. Thank you for caring about your customers. I wish more people were like you.

Amy L. · Aug 20, 2026
Response from Tabzoola

Thank you, Amy — I'll make sure Justin sees this. Splitting the shipment so only the part you needed went next-day was the right call, and it's the kind of thing we'd rather catch on the phone than have you find on the invoice. Anyone here would have made that call. Thank you for taking the time to write it down. — Tabzoola

★★★★★✓ Verified buyer
Thank You

My old supplier went out of business. You guys produced an exact copy of what we've been using. Thank you!!!

Perri V. · Aug 18, 2026
Response from Tabzoola

Thank you, Perri — losing a supplier you've used for years is a real headache, and matching a set you already rely on is the kind of job we like. If you ever need another one matched, a photo of an existing tab is enough for us to pick up the titles and the colors. Glad we could keep you running. — Tabzoola

★★★★★✓ Verified buyer
Perfect!

Tabs came out better than expected. Will definitely be back.

Joan S. · Aug 18, 2026
Response from Tabzoola

Thank you, Joan — better than expected is a good place to land. The part people usually don't expect is the make: real die-cut tabs on index stock, with the Mylar bonded on both sides of the extension, which is where tabs tear first. We'll be ready whenever you need the next run. — Tabzoola

★★★★★✓ Verified buyer
Easy

Very easy to use.

Pat M. · Aug 15, 2026
Response from Tabzoola

Thank you, Pat — short, and the best kind. Easy is the whole thing we were aiming for, so that is good to hear. Ready whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Thanks!

You guys made ordering easy :)

Louie B. · Aug 14, 2026
Response from Tabzoola

Thanks, Louie — easy is the goal, and hearing it beats any feature list. Everything's printed and die-cut here in Schaumburg, so if anything ever isn't easy, you're one call from the people who made it. — Tabzoola

★★★★★✓ Verified buyer
Impressive

Very seldom do you see orders handled in such a professional manner. Thank you for a great job!

Sherri K. · Aug 13, 2026
Response from Tabzoola

Thank you, Sherri — that’s a compliment we don’t take lightly. Every order here gets the same handling: a free proof before anything prints, and one shop seeing it through from die-cut to the box. Glad yours showed it. — Tabzoola

★★★★★✓ Verified buyer
Easy ordering!

Very impressed how easy it was to order our index tabs. Will definitely be back for future orders!

Anna B. · Aug 11, 2026
Response from Tabzoola

Thank you, Anna — glad ordering was easy, that's the way it should be. And since you mentioned coming back: your design is saved, so the next run is a one-click reorder whenever you need it. — Tabzoola

★★★★★✓ Verified buyer
Thank you!

Turned out perfect!

Beth H. · Aug 9, 2026
Response from Tabzoola

Thank you, Beth — "turned out perfect" is the best thing we can hear. Every set is die-cut and printed in our own shop in Schaumburg, so the people who made yours are the ones who checked it before it shipped. We'll be ready whenever you need the next one.

★★★★★✓ Verified buyer
Exactly what we needed

They looked great and saved hours of collating :)

Chris C. · Aug 6, 2026
Response from Tabzoola

Thank you, Chris — collating is exactly the labor we're trying to take off your desk. Your sets came off the line already in order, so nobody had to stack them by position. Glad it showed. We'll be ready for the next run. — Tabzoola

★★★★★✓ Verified buyer
Thank You

Thank's for the great service. Will be back for future orders.

Greg M. · Aug 2, 2026
Response from Tabzoola

Thanks, Greg — that's exactly what we like to hear. We'll be ready whenever the next set comes up. — Tabzoola

★★★★★✓ Verified buyer
I'm Impressed

I'm truly impressed how easy it was to order.

Tony S. · Jul 25, 2026
Response from Tabzoola

Thanks, Tony — easy is exactly what we were going for, so that's good to hear. Your design is saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Nice Job

Easy to order, they came out perfect!

Nancy C. · Jul 23, 2026
Response from Tabzoola

Thank you, Nancy — "came out perfect" is exactly what we aim for. We've got your design saved whenever you need more. — Tabzoola

★★★★★✓ Verified buyer
Very easy to use :)
Kim Y. · Jul 21, 2026
Response from Tabzoola

Thanks, Kim — that's what we were going for. The designer is meant to get you to a proof in a couple of minutes, not an afternoon. We're here whenever you need another set. — Tabzoola

★★★★★✓ Verified buyer
Exceptional service

Tabs turned out great, and the service was above and beyond.

Jessica · Jun 28, 2026
Response from Tabzoola

Thank you, Jessica — service is the part we can't automate, so that means a lot. The tabs and the phone come from the same building in Schaumburg, which is the whole idea. Your design is saved whenever you need another run. — Tabzoola

Ready to design your tabs?

Live pricing as you configure — no account needed. Free shipping over $75.

If it isn’t what you approved on the proof, we reprint it — or refund it. 30 days from delivery.

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