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.
We offer an experienced notary to help guide you through the process of properly executing estate planning packages or individual documents prepared by a licensed Attorney, Legal Professional (LP) or Certified Legal Document Preparer (CLDP), or valid state-specific templates that you have downloaded and completed from credible online resources. Our Trust and Estate Plan Signing Service is provided in the comfort of your own home or office at a time that is convenient to you, your family, and witnesses.
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 Certified Notary Trust Delivery Agent (CNTDA) can come to you, so you don’t have to go out of your way to work with a qualified notary professional.