Reviews Financial Documents

Summa Important Document and Personal Information Organizer (Plush Black)

  • Includes 30 forms categorized into 4 sections: 1.Yourself, your family and instructions for your medical care, guardianship, burial, and other preferences.
  • 2.Contacts with financial institutions, advisers, and other organizations.
  • 4.Location of important documents (will, car titles, insurance policies, etc.).
  • Beautiful portfolios with finely etched 24K gold lettering on the spine (you specify the lettering).
  • these professional 3-ring binders provide a place to preserve and protect important documents.
  • 3 colors – emerald, garnet and plush black (foam lining on cover gives a soft feel).
  • Fill in the forms by hand or use the CD (supplied) containing all the forms.
  • law firms, accountants and financial planners can use the CD to add their imprint to the title page.
  • Index tabs made of Mylar 1–25, in four colored sections, with 26 interleaved forms printed on pale grey 25% cotton archival bond and 50 extra pages for printing from the CD.
  • Includes 6 heavy duty, 3-hole punched, plastic sleeves to keep copies of important documents (birth certificates, marriage certificates, military discharge papers, etc.).
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Nolo WillMaker & Trust 2021 [PC Download]

  • You get a customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents..
  • An easy-to-use interview format that lets you complete documents at your own pace..
  • A user-friendly legal manual answers common questions..
  • A team of lawyer-editors working to ensure each document reflects the laws of your state* *Estate planning documents not valid in Louisiana, U.S. Territories or Canada..
  • Nolo's WillMaker & Trust 2021 includes over 35 documents and 2 eBooks. View the full list of products by selecting the button below..
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Quicken WillMaker & Trust 2023 [Mac Download]

  • You get a customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents..
  • An easy-to-use interview format that lets you complete documents at your own pace..
  • A user-friendly legal manual answers common questions..
  • A team of lawyer-editors working to ensure each document reflects the laws of your state* *Estate planning documents not valid in Louisiana, U.S. Territories or Canada..
  • Nolo's Quicken WillMaker & Trust 2021 Premium includes over 35 documents and 20 eBooks. View the full list of products by selecting the button below..
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Quicken WillMaker Plus 2019 & Living Trust [Mac Download]

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's....
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Quicken WillMaker & Trust 2023 [PC Download]

  • You get a customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents..
  • An easy-to-use interview format that lets you complete documents at your own pace..
  • A user-friendly legal manual answers common questions..
  • A team of lawyer-editors working to ensure each document reflects the laws of your state* *Estate planning documents not valid in Louisiana, U.S. Territories or Canada..
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Quicken WillMaker Plus 2017 (Download version / Traditional Disc)

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's Living Trust software, a $60 value.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Nolo Quicken WillMaker Plus 2018 & Living Trust

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's Living Trust software, a $60 value.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Quicken WillMaker Plus 2019 & Living Trust [PC Download]

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's Living Trust software, a $60 value.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Quicken WillMaker Plus 2019 and Living Trust software

  • A customized estate plan, including a will, new living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolos Living Trust software.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free Legal updates will keep your program current through 2019. Operating System: Windows 7/8/8.1/10 or macOS 10.11 and higher.
  • Documents reflect the laws of your state - estate planning documents are not valid in Canada, Louisiana and US Territories.
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Quicken Willmaker Plus 2009 Edition: Estate Planning Essentials (Book with Software)

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's Living Trust software, a $60 value.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Quicken Willmaker Plus 2007 Edition: Estate Planning Essentials (Book with CD-ROM)

  • A customized estate plan, including a will, living trust, health care directive, financial power of attorney, and other essential documents.
  • New free living trust software so you can spare your family the hassle and expense of probate just register Quicken WillMaker Plus 2019 and get Nolo's Living Trust software, a $60 value.
  • An easy-to-use interview format that lets you complete documents at your own pace.
  • Free legal updates will keep your program current through 2019.
  • Documents reflect the laws of your state -estate planning documents are not valid in Canada, Louisiana or US Territories.
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Security Paper - Green Basketweave (500 Sheets; 8.5 X 11 Inches)

  • Great for applications such as gift certificates, coupons, transcripts, grade reports, manuals, HR documents, financial, insurance, legal documents, etc..
  • Front of Sheet: Colored Basketweave Background | Back of sheet: White with Compuchecks Watermark.
  • Colored background with erasure protection, Coin & Chemical reactive paper.
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Ativa® 6-Sheet Cross-Cut Shredder, Black, A06CC19

  • Destroying sensitive documents can help ensure that your private information stays out of the hands of identity thieves and other criminals. This cross-cut Ativa shredder allows you to quickly dispose of financial statements and other personal documents..
  • Integrated features that help you save time when shredding documents..
  • 6-sheet shredder can be used to destroy staples, paper clips, and credit cards..
  • 3.4 gallon bin with easy lift-off lid with handle..
  • Cross-cut blades slice paper in a cross-hatch pattern into shreds measuring 0.2" x 1.77"..
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