Custom Tab Sets
Choose tab titles and order around your firm’s document structure and estate planning workflow.
Customization
Customize Your Estate Planning Presentation
Create binder sets that better reflect your firm’s branding and the way you organize client documents. Explore custom tab configurations and professional firm branding options.
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Built Around Your Practice
Explore customized binder solutions designed around your firm’s workflow and brand. From custom tab configurations to professional firm branding, we’ll help you review the available options.
Firm Name & Logo Branding
Add your firm’s identity to the binder with professional cover branding.
Practice-Specific Organization
Structure the presentation around the documents and workflow your firm actually uses.
Complete Client Presentation
Bring the binder, organized tabs, and protective slipcase together into one polished presentation.
See Customization in Practice
Here are a few ways law firms can customize their Estates in a Box presentation.
Custom Tab Sets
Create tab titles and an order that match your firm’s document structure and estate planning workflow.
Firm Name & Logo Branding
Add your firm’s name and/or logo to the binder cover for a polished, professional client presentation.
Matching Slipcase
Complete the presentation with a matching slipcase that protects the binder and reinforces a polished, professional appearance.
Your Binder Is Your Brand
A Presentation That Continues Representing Your Firm
The binder your clients take home can continue representing your practice for years. Its appearance, organization, and personalization all contribute to the impression your firm leaves behind. Customization helps make that presentation more intentional—combining the durability of Estates in a Box products with elements specific to your firm.
How Customization Works
1
Tell Us What You Need
Share your binder quantity, tab requirements, branding ideas, and other details.
2
We Review Your Inquiry
Our team reviews your requirements and determines the available options.
3
Review Available Options
We provide pricing guidance, production requirements, and customization possibilities.
4
Discuss Next Steps
Our team will follow up with you to discuss the options and help you move forward if it’s a fit for your firm.
Get Started
Tell Us About Your Customization Needs
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