Trust and Estate Plan Signings
Estate planning is an important way to protect you, your family, and your legacy. Our Certified Notary Trust Delivery Agents (CNTDA) understand the sensitivity of these types of documents such as, Last Will & Testament, Living Trust, Durable Power of Attorney (POA), and Healthcare POA, and maintain client confidentiality at all times.
Trust and Estate Plan Signings
Do you need an experienced notary to help guide you through properly signing of a set of estate planning documents? Would you prefer to complete your signing appointment in the comfort of your own home or office at a time that is convenient to you and your family?
Common documents that we notarize in a Trust or Estate Plan package include, but are not limited to, the following:
- Revocable Living Trust
- Last Will and Testament
- Durable Power of Attorney
- Medical Power of Attorney
- Living Will
- Title and Property Deeds
- Beneficiary Designations
While these are the types of documents typically included in an estate plan, the specific documents that you need to protect your assets and family legacy will depend on your circumstances and goals so it is important to work with an attorney or financial planner to determine the most appropriate documents for your own estate plan.
We understand that life can be hectic and notarizing these complex documents can be one more thing on your to-do list. Our CNTDA come to you, so you don’t have to go out of your way to work with a qualified professional.