3-Ring Estate Plan Portfolio Binder

An attractive (padded), blue vinyl, 3-ring binder with the title "Estate Plan Portfolio" will be delivered to your Advisor of Record with the activation of this line item. With this purchase, our office will print your eStatePlan Portfolio document set - after you have notified our office that you have completed your electronic signatures. We will then collate the printed pages of your eStatePlan into organized tab sections of the Portfolio and ship to your Advisor.


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