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Financial Portfolio Binder Tab Sets

Business Planning Portfolio Tab Set

• • General Information
  • Certificate of Organization
  • Operating Agreement
  • Related Agreements
  • Meeting Minutes & Resolutions
  • Tax Filings & Records
  • Appraisals & Valuation Reports
  • Funding Documents
  • Transfers of Interest
  • Interest Certificates
  • LLC Strategy Documents
  • Correspondence
  • Miscellaneous

Corporate Documents Portfolio Tab Set

• • Organizational Resolutions
  • Bylaws
  • Stock Certificates
  • Register of Shareholders, Officers & Directors
  • Financial Statements
  • Tax Information & Tax Returns
  • Shareholder Agreements
  • Compensation Plans & Compensation Resolutions
  • Fringe Benefit Plans
  • Third Party Agreements & Contracts
  • Minutes & Written Consent Actions
  • Other

Estate Planning Portfolio Tab Set

• • Introduction
  • Overview
  • Living Trust Agreement
  • Will
  • Pour-Over Will
  • Nominations
  • Personal Information
  • Funding Instructions
  • Power of Attorney
  • Certificate of Trust
  • Trustee Affidavit
  • Privacy Affidavit
  • Trust Assets
  • Health Care
  • Memorial Instructions
  • Property Agreements
  • Personal Effects
  • Other Documents

Estate Settlement Portfolio Tab Set

• • Introduction
  • Overview
  • Settlement Instructions
  • Time Sheets
  • To Do’s
  • Representation Agreements
  • Affidavits of Trust
  • Legal Documents
  • Inventory Documents
  • Valuation Documents
  • Accounting
  • Receipt
  • Disbursements
  • Estate Debts
  • Tax Documents
  • Federal Estate Tax Returns
  • State Estate Tax Returns
  • Income Tax Returns
  • Funding Forms
  • Funding Verifications
  • Funding Reports
  • Beneficiary Letters
  • Probate Documents
  • Miscellaneous
  • Correspondence

Gun Trust Portfolio Tab Set

• • Introduction
  • Trust Guide
  • Trust Agreement
  • Appointments
  • Inventory
  • Transfers
  • Tax Filings
  • Forms
  • Reverence

Irrevocable Trust Portfolio Tab Set

• • Introduction
  • Trust Agreement
  • Overview
  • Instructions to Trustee
  • Certification of Trust
  • Demand Right Notifications
  • Trust Assets
  • Life Insurance Policies
  • Tax Filings
  • Financial Reports
  • Correspondence
  • Charitable Deduction Calculation
  • Investment Reports and Agreements

LLC Portfolio Tab Set

• • General Information
  • Certificate of Organization
  • Operating Agreement
  • Related Agreements
  • Meeting Minutes & Resolutions
  • Tax Filings & Records
  • Appraisals & Valuation Reports
  • Funding Documents
  • Transfers of Interest
  • Interest Certificates
  • LLC Strategy Documents
  • Correspondence
  • Miscellaneous

Medicaid Trust Portfolio Tab Set

• • Select a tab set from other categories

Retirement Trust Portfolio Tab Set

• • Overview
  • Trust Agreement
  • Certificate of Trust
  • Assets & Beneficiary Designations
  • Tax Filings
  • Financial Statements
  • Correspondence

Trust Administration Portfolio Tab Set

Estate Documents:

• • • • Estate Planning Documents
      • Funeral/Memorial Instructions
      • Death Certificates/Marriage Licenses
      • Administrative Trust & Assets
      • Subtrusts & Assets
      • Distributions & Claims
      • Other

Asset Details:

• • • • Real Estate
      • Stocks & Bonds
      • LLCs, Partnerships, Closely-Held Corps.
      • Receivables & Cash
      • Life Insurance
      • Jointly Owned Property
      • Personal Property
      • Powers of Appointment
      • Annuities, IRAs, other Retirement Accounts
      • Account Rollovers/Beneficiary Designation details
      • Funeral & Administration Expenses
      • Debts, Liens, & other Payables
      • Losses & other Expenses
      • Tax Returns
      • Probate Documents

Veteran’s Benefits Portfolio Tab Set

• • Veterans Asset Protection Trust
  • Veterans Asset Protection Letter
  • Trust Summary and Funding Letter
  • VA Benefits Application
  • VA Correspondence
  • Correspondence

Will Portfolio Tab Set

• • Overview
  • Will
  • Personal Information
  • Power of Attorney
  • Health Care Documents
  • Memorial Instructions
  • Personal Effects
  • Other Documents

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