Impress your clients with their own Personalized Document Organizer! Add a personal touch to your advisor/client relationship! Elegant gold label imprinted with the names of your firm and client make the personal organizer a gift to remember.

• Summa™ is divided into four sections and 30 forms covering all necessary
• information and documents. Conveniently record information about:
• • yourself, your family, and instructions for your medical care, guardianship,
  • burial, and other preferences.
  • contacts with financial institutions, advisors, and other organizations.
  • valuable property and its location.
  • location of important documents (will, car titles, and insurance policies,
  • etc.).
  • Includes 6 heavy duty plastic sleeves to keep copies of important documents
  • (birth certificates, marriage certificates, and military discharge papers, etc.)
  Client and/or firm name imprinted in 24k gold lettering.

An excellent gift for lawyers, accountants, financial planners and other advisors to present to their clients. It is personalized with the client and provider's name.

Fill in the forms by hand or use the CD* (supplied) containing all the forms. Firms can use the CD to add their imprint to the title page.

Mylar tabbed indexes 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.