Estate Planners

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As an estate planning professional, partnering with a Certified Notary Trust Delivery Agent can help increase your income, while providing white glove service to your clients. By working with notaries experienced in your specialty, you can offer the convenience of having documents professionally completed at a time and location that works best for your clients, with or without your presence. This means happier clients, more referrals and better online reviews, while also giving you more time to focus on billable activities or spending time with loved ones. 

Please contact us to learn how our tailored services can help expand your business. We’d love to meet with you for a quick introduction over coffee or Zoom.