Estate Planning Tabs, Tailored to Your Practice.
Index tabs custom printed to fit your estate planning package, perfectly. Choose your titles, tab cut, paper, branding options and more. Create a high-quality estate planning tab set tailored to your process that leaves your clients feeling impressed & confident.
Design, Price, & Purchase
Custom Tabs Make Organization a Snap
Whether you need estate planning dividers for wills, trusts, or probate, we've got you covered. Our custom printed estate planning tabs, improve client confidence, save consultation time, enhance your overall presentation, and help streamline reviews, by ensuring every document has its proper place.
- How It Works
- Logos
- Papers
1. Customize Your Tabs
Designing custom estate planning tabs is simple with the TabShop tab designer. A few clicks and your done.
2. Review Your Instant Quote
Save time with on-the-spot pricing. Stop waiting days for a quote.
3. Purchase and Proof
Place your order and then we'll have a PDF proof in your inbox within 1 business day. Approve your proof and then your order is off to print.
Branding & Logo Integration
Take your custom tabs for estate planning to the next level. Add your firm's logo to your estate planning dividers for a fully branded feel. Logos can be placed anywhere on the body of the divider in either black or colored ink.
Pick Your Paper
Our custom estate planning index tabs are printed on high quality 90# index, standard. Choose from 4 additional premium paper weights for an elevated feel and even greater durability. Alternatively, for a more traditional feel, choose one of our colored paper options like ivory or manila.
Popular Estate Planning Tab Configurations
Check out these popular estate planning tab sets built by customers just like you. While it's importnat to tailor your tabs for estate planning to your target client and general workflow, these are some common variations we see time and again.
This estate planning set includes the most common titles for both will and trust planning in one concise tab set.
Sample Organizational Flow
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- Tab 1: Overview
- Tab 2: Last Will & Testament
- Tab 3: Financial POA
- Tab 4: Health Care POA
- Tab 5: Health Care Directives
- Tab 6: Trust Agreement
- Tab 7: Certificate Of Trust
- Tab 8: Trust Assets
- Tab 9: Funding Instructions
- Tab 10: Memorial Instructions
- Tab 11: Personal Affects
- Tab 12: Other Documents
Just the basics here, this 6-tab set includes sections for the fundamental will documents, and nothing more.
Sample Organizational Flow
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- Tab 1: Overview
- Tab 2: Last Will & Testament
- Tab 3: Power of Attorney
- Tab 4: Health Care Directives
- Tab 5: Memorial Instructions
- Tab 6: Other Documents
This 10-tab set is a perfect option for firms offering complete trust setup.
Sample Organizational Flow
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- Tab 1: Overview
- Tab 2: Trust Agreement
- Tab 3: Certificate Of Trust
- Tab 4: Trust Assets
- Tab 5: Property Agreements
- Tab 6: Funding Instructions
- Tab 7: Beneficiary Designation
- Tab 8: Amendments
- Tab 9: Tax Documents
- Tab 10: Miscellaneous
Grab A Sample
Nothing beats an in-person look and feel, so we put together a pre-printed sample kit to give you just that. Sample kits include 1 set of dividers with each of our 18 mylar colors, and 1 premium paper sample pack.
Sample kits ship the same day, on us.
Rave Reviews
We've been supporting law firms, medical offices, wealth managers, financial planners, and accounting professionals since 2002. Don't take our word for it, take theirs!
Great product at a reasonable price!
"Great product at a reasonable price! I just opened my shipment of 300 sets of 12 tab dividers and they look fantastic! Can't wait to start building our estate planning portfolios. Thanks for the nice work and quick turn around time!"
- Alan N.
Exceptional customer service
"I would give you 10 stars if that was an option. Kim was an outstanding person to work with. She ask what I was using the tab dividers for and then explained your service. She made sure they were perfect!"
- Donna M.
Great Experience
"Easy to order online, great response when I phoned to ask questions, easy to make changes when sent the order for review."
- Jennifer N.
Colored and printed tabs
"The binder tabs exceeded my expectations. Jason was so helpful in setting up the tabs and making changes."
- Donald L.
VERY IMPRESSED!
"Was so impressed with the quality of the tab dividers and customer service! I price shopped and found them to have the best deal! We will definitely be reordering when the time comes!"
- Darci S.
Highly Recommend!
"This company was great! Found through a Google search and was able to easily customize my tabs. They even sent a proof, which was extremely helpful. Would definitely recommend this company."
- Katie S.
Great product, great customer service!
"Ordering tabs from Tab Shop was easy from start to finish. Great communication from customer service through the entire process and the product is exactly what we were expecting. I will definitely be ordering from them in the future."
- Mary H.
Custom Legal-Size Tabs
"Customer service was very good. They checked and double-checked that the tabs would work in our specialized binders. Very happy with our tab dividers."
- Karen D.
Great quality custom dividers
"The dividers were absolutely amazing. The customer service was always friendly, supportive and available when I needed them. The work was quality. 👌👏"
- Latonya H.
Will & Trust Stationery + Legal Index Tabs
Looking to round out your will and trust package? Shop our sister site legalsupply.com for will covers, envelopes, estate planning binders and preprinted legal tabs.
Frequently Asked Questions
What's the most popular estate planning tab configuration?
The most popular estate planning tab set we see is an 8-tab set: Estate Plan Summary, Will, Healthcare Directives, Power of Attorney (financial & healthcare), Beneficiary Info, Asset Documentation, Trust Documents, and Tax Planning. This covers 90% of basic estate plans. That said, it’s important to think through your specific estate planning process and type of clients. There isn’t one size that fits all firms, which is why our custom estate planning tabs are such a great option!
Can I get my firm's logo printed on the tabs?
Absolutely! We offer logo printing on the body of each tab sheet in black or in up to 3 colors. This is a great way to provide a fully branded experience for your clients and reinforce your professional image throughout their estate planning documents. Reach out to us with a PDF of your logo, and we'll be happy to get you a quote.
What paper weight works best for estate planning divider tabs?
Our standard 90# white index works well for most estate planning tabs. For a more premium client offering or for frequently referenced documents, consider upgrading to 110# index or higher for added durability and a more premium feel.
How do I determine how many tab sets to order?
A good rule of thumb is to order enough tab sets for 3-6 months of your client volume. This tends to be a nice sweet spot to ensure you take advantage of our quantity discounts, and our free shipping offer at 300 sets.
Can the binder tabs be customized for different types of estate plans?
Yes! Custom printed estate planning tabs are what we do! Whether you need tabs for a will and trust, or even probate, customize your titles to fit your process. Since estate planning in many cases includes both will and trust related documentation, a multi-tab set approach is quite common. Create a tab set that supports your will and related documents and a separate tab set that supports trust documentation. Alternatively create 1 comprehensive will and trust tab sets like the 12-tab set shown in the examples above. Learn more about all the way you can customize your tabs here.
Do you offer rush delivery for urgent needs?
Our standard production time is between 8-10 business days. Transit times vary from 1-5 business days. If you need your order more quickly, we offer rush production from 1-5 days, for an additional fee. Reach out to us with your deadline and we'd be happy to provide you with a rush production quote.
Start Your Design
Your estate planning index tabs await!