What Goes in an Estate Planning Binder? Build One Free
1:29 · Tabzoola — custom index tab dividers made in Schaumburg, Illinois
Tabzoola's free estate binder builder, filmed on the live page: the eight sections almost every estate plan uses, already in binder order, the price at 25 binders ($8.17 a set) and at 100 ($3.75), the two sections trust plans add (Certificate of Trust and Funding Instructions, ten tabs at $9.92 a set), and an order that opens the designer with every section typed.
Full transcript
The complete narration, word for word.
What goes in an estate planning binder? Here's how to build one with Tabzoola in about a minute.
Open Tabzoola's free estate binder builder. The eight sections almost every plan uses are already ticked: the will, the trust, powers of attorney, the healthcare directive, beneficiary designations, the asset inventory, insurance, and important contacts.
At twenty-five binders, that eight-tab set is $8.17 a set. At a hundred, it's $3.75.
Trust plans often add two more. Tap Certificate of Trust and Funding Instructions, the section a successor trustee opens first. Ten tabs, and the price updates instantly: $9.92 a set.
Tap Order, and the designer opens with every section already typed, in binder order. Change any title. A free PDF proof comes before anything prints.
Tabzoola dot com. The free estate binder builder.
Go deeper
More videos
Type your section names, see the price instantly, approve a free PDF proof.