Estate Planning Notebook Creation

Estate Planning Notebook Creation

When you need to create tabbed, estate planning notebooks for your clients to keep their signed documents in, you will want to first reach out to your office supply manager to check to see if the labels and dividers are in stock at your office or order more for you on Amazon here. 

Using the attached Word templates, you can customize your tabs and print them on the Avery labels to attach to the dividers.  Check your printer's instructions on how to print labels since every printer is different.

Always print a test page on a blank piece of paper to make sure the direction and orientation that you place the labels in is correct before printing on the labels themselves. 
The picture below depicts how the labels and dividers will look once assembled: 


Please reach out to the Legal Operations Department if you need to order estate planning notebooks to place the materials in. You can place a ticket here.