What type of binding do you prefer/use for original estate planning documents (Wills, Trust Agreements, and Powers of Attorney)? I have seen everything from a staple (with and without a blue back), 3-prong folders, and just a binder clip.

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My previous firm used the cardstock/backing with three staples. My current firm uses a fancy pants three ring binder with tabs for each document.

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I like how this sounds. Do the clients like it too or do they not even care ?

Our office uses cardstock with the name and date printed for LWTs and blue backs for everything else

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We use a branded expandable folder.

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We use custom binders with client name and our logo printed on the binder (and the pre made tabs noted above). Order from the web

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I use Blue Back stock for each document & place original LW&T in a card stock envelope as well.
Each doc has card stock cover w/ firm Logo etc.
I also use linen paper.
Your end product goes with the client & professionalism & lasting impressions are imperative.

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We also use bates instead of staples for extra protection.

I’m interested too

I use estate planning binders with tabs. The documents are placed in sheet protectors and then in the binder. I also include copies of all documents on a usb flash drive. The binders are $20 and flash drive is about $3/4 so it’s definitely worth the presentation. I use the 1” binders from this site: http://www.source1binders.com/mm5/merchant.mvc?Screen=CTGY&Category_Code=EPP

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