Professional Estate Planning Kits

Professionally assembled estate planning kits designed to help attorneys and families organize, protect, and maintain important estate planning records for future reference.

Estate Planning Kits

Need help selecting a kit?

Our professional estate planning binders provide a secure, organized system for storing wills, trusts, asset inventories, family history, tax records, funeral instructions, and other essential estate planning documents. Contact our team to discuss the estate planning kit that's right for you or your clients.

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Need help selecting a kit?

Choose the estate kit that's right for you

What’s Included

What’s Included

Every estate planning kit includes 14 pre-printed index tabs designed to help organize wills, trusts, powers of attorney, financial records, tax documents, family information, and other estate planning documents in a clear, structured format.

Standard Estate Kit

Standard Estate Kit

A practical solution for organizing and protecting estate planning documents. This kit features a D-ring binder, protective slipcase, and engraved nameplate, making it a popular choice for attorneys providing completed estate plans to clients. Available in five colors.

HeavyDuty/Royal Estate Kit

HeavyDuty/Royal Estate Kit

Built for frequent handling and long-term document storage, this estate planning binder features enhanced durability, metal hinges, and gold embossing. Ideal for estate plans that require ongoing updates, additions, or regular access by clients and family members.

Regal Estate Kit

Regal Estate Kit

Designed for those seeking a distinguished presentation, this premium leather estate planning kit features hand-embossed gold personalization, a rounded spine, and durable triple-post binding. Its refined appearance makes it an excellent option for preserving important family records for generations.

Built for Ongoing Reference

Built for Ongoing Reference

A well-organized estate planning kit gives clients a dedicated place to store, access, and update important records over time while providing a polished presentation for completed estate planning documents.