Description
This tab set offers a professional, organized method for assembling client information and documents into a client-friendly educational binder. You can use these tabs to structure all the information clients will need to access as they work to understand, implement, and maintain their estate plan.
Features
- Includes a clear description of tab contents to help clients understand each topic
- Provides a client-friendly layout for easy client use
- Offers a professional, organized appearance to help clients understand and implement their estate plan