Trust Administration Binder Tabs — The 8-Tab Set, Priced

When a trust has to be settled, the successor trustee and the attorney work from one binder. Here's how Tabzoola tabs it.

A trust administration binder isn't the estate planning binder. That one is put together at signing. This one starts after the death, and it follows the work in order.

Tabzoola's eight-tab set runs in that order: Death Certificates, Trust Documents, Trust EIN and Accounts, and Asset Inventory and Valuations.

Then Notices to Beneficiaries, Debts and Expenses, Tax Returns, and Distributions and Receipts.

Open the set and all eight titles are already filled in. Rename any tab to match your practice, and the price stays the same.

Collated in order and three-hole punched, it's $8.17 a set at 25 sets, and $2.61 a set at 250, setup included.

You see a free PDF proof before anything prints, and sets ship in about five business days after you approve it.

Your firm settles more than one trust, so approve the set once and reorder it for the next one. Tabzoola.com.