Custom Estate Planning Folders | Estate Planning Binders
Show up as the trusted estate planner you are.
Most Popular Estate Planning Folders
Portfolio
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Invis-a-Bind CoverSet™
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Ring Binder™
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Conventional CoverSet™
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Your work is too valuable to be tossed aside.
Our Custom Estate Planning Folders Help You Retain Your Clients
As an estate planner, you are entrusted with your clients’ most valued information, turned over to you for planning, organization, and documentation. The final result of your work together is a legacy, deserving of a place of honor on their shelves. Unfortunately, estate plans are often placed in flimsy folders that soon disappear into stacks of paperwork, unremarkable and forgotten.
Placing your client’s estate plans in one of our high quality, embossed folders and binders transforms their paperwork into a display that honors the significance of what’s inside.
Deliver with pride.
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Digital is convenient. Paper is permanent.
Why the most important documents your clients will ever sign still deserve a physical home.
Client portals and PDFs are useful tools, and many firms rely on them. But an estate plan isn’t used when it’s signed. It’s used years or decades later, often by someone other than your client, usually during a crisis. That’s when digital storage tends to fail.
Passwords don't outlive people.
When a client passes away or becomes incapacitated, their family may not know the password to their email, their computer, or your portal. A portfolio on the shelf needs no login.
Technology changes faster than estate plans do.
Think about how many formats, devices, and services have disappeared in the last 20 years. Accounts close, subscriptions lapse, and files get lost in a phone upgrade. A well-made folder will still be there.
Originals still matter.
You know better than anyone what a missing original can cost a family: delays, added expense, sometimes a dispute over whether the will was revoked. Whether originals stay in your vault or go home with your client, a clearly marked portfolio tells the family what exists and where to find it.
Families in crisis need simplicity.
A grieving adult child shouldn’t have to search through inboxes and cloud drives. When they find a folder with your firm’s name on it, they know exactly what it is and exactly who to call.
Here’s what you can expect.
We never outsource, which means we do everything in-house. By taking full ownership of design, production, quality assurance, and packaging, we can eliminate defects and every possible variable. From that point on, the estate planning folders are yours to fill with incredible value.
Make them pause.
It is an honor to be asked to document a client’s estate plans, and for work like this, a cheap binder from the local office supply just won’t do. Our estate plan folders are designed to make an impression, with premium paper, custom designs, embossed business logos, and a variety of pockets and fasteners to both do the job and get a second look.
Browse All Estate Planning Folder Options »
Make your mark.
We get a little passionate about paper, and it turns out that science agrees with us! Studies show that paper triggers parts of the brain that digital notes do not, and that’s why you remember a birthday card from a friend more than those greetings on social media. When estate plans go from an office meeting to a well-bound volume, it creates an emotional response in those memory receptors. It’s science!
Why Paper Works »
Make a difference.
It’s likely that the work you do for your clients will be held in the hands of their children and grandchildren, and that’s worth the extra care to make it memorable and beautiful! Enclosing their estate plans in our handcrafted folders marks them as something to be kept, displayed, and archived for the generations to come.
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You have our word; if you’re not satisfied with your order, you can return it at our expense for an immediate, 100% refund. Guaranteed.
“Your products are sharp. We continue to pay more for our presentation folders because our image is important to us (most of our clients are high net worth individuals) and we are in a high rent district where professionalism and first class is expected.”
– Jesse G.
Browse all custom folders & binders for estate planners.
Portfolio
- Holds up to 500 pages
- Landscape single pocket folder
A distinctive no-assembly folder that will provide a functional solution for your clients and impress at the same time.
Invis-a-bind CoverSet™
- Holds up to 120 pages
- Binds with staples or fastener
Our Invis-a-bind folders are made with our thicker 160# custom-made paper and conceal the binding for a professional and elegant presentation.
Ring Binder™
- Holds up to 140 pages
- Binds with plastic rings
Turn classic 3-ring binder into a powerful expression of your firm’s image. The landscape version also works great for presentations.
Conventional CoverSet™
- Holds up to fastener capacity
- Binds using fastener for large documents
Works for any size document …. from your smallest to the very largest. An excellent solution for those monster tax returns.
Prestige Folder™
- Holds up to 200 pages
- Pre-assembled pocket folder
Use Lockhart’s versatile double pocket folders to reflect your firm’s value whether delivering client documents or providing marketing materials to prospects.
Platinum Folder™
- Holds up to 100 pages
- Assemble yourself to accommodate various needs
The perfectly fitted folders will give your documents that extra professional touch reflecting your attention to detail.
Paper makes your work feel real.
A PDF in an inbox looks like every other email. A heavyweight, foil-embossed portfolio tells your client that what you created together matters and should be protected.
« WATCH WHAT PAPER DOES TO OUR BRAINS
The truth is, print information plays a huge part in how people feel, how they remember information, and how they are motivated.
You should know, we’re probably not what you’d expect.
We’re not some click-and-ship commodity (there are plenty enough of those these days!). We are a family-owned business run by a small team of experienced designers and craftspeople who care about serving our clients as well as we can. Here’s betting you know a thing or two about that. Your conversation starts with Lisa, a designer who has been on our team for decades. She’s not a salesperson—just a human who loves to help.