Estate Planning
Estate plan signings, coordinated for your clients
Built for estate planning practices
Clients who can't travel
Appointments at homes, hospitals and care facilities when available and appropriate.
Your execution checklist
We coordinate signings according to your firm's written instructions.
Witnesses handled separately
Notarization and witnessing are separate steps. Tell us your witness requirements when you order.
Estate documents we coordinate
Trust documents
Revocable and irrevocable trust documents prepared by your firm.
Powers of attorney
Durable financial and healthcare powers of attorney.
Advance directives
Healthcare directives and related documents.
Deeds into trust
Deeds and real property documents that fund a trust.
Affidavits
Affidavits and sworn statements.
How ordering works
- 01
Send instructions
Share the signer, location, documents and execution and witness instructions.
- 02
We schedule
We coordinate a time with the signer and confirm the appointment details.
- 03
Signing
The notary verifies identity and notarizes per your instructions.
- 04
Return
Documents go back to your firm as directed.
Frequently asked questions
Does notarization alone make a will or trust valid?
No. Validity depends on state law and proper execution. Notaries verify identity and signatures; your firm directs the execution.
Will the notary explain the documents to my client?
No. Notaries can't give legal advice. Client questions are referred back to your firm.
Can witnesses be arranged?
Witness requirements are handled separately. Tell us what's needed and we'll confirm what we can coordinate.
Is remote notarization available?
Only for some documents and states. We'll confirm whether it's an option for a specific request.
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