What Goes in a Special Needs Trust Binder? The Trustee's 8 Tabs
0:60 · Tabzoola — custom index tab dividers made in Schaumburg, Illinois
What goes in a special needs trust binder, answered by Tabzoola's 8-tab trustee set: Trust Agreement, Trustee Records, Beneficiary Profile, Government Benefits, Accounts & Statements, Disbursements, Receipts, Annual Accounting. Free one-page special needs trust binder checklist (PDF); 25 sets $8.17 a set; law firms often hand one to every new trustee; free PDF proof.
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What goes in a special needs trust binder? Tabzoola's trustee set answers it in 8 tabs.
Trust Agreement, Trustee Records, Beneficiary Profile, and Government Benefits. Then the money: Accounts and Statements, Disbursements, Receipts, and the Annual Accounting.
Tabzoola also has a free one-page special needs trust binder checklist to print.
25 printed sets are $8.17 a set. Law firms often hand one to every new trustee.
A free PDF proof comes first. Tabzoola.com.
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