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WHAT YOU AND YOUR STAFF HAVE TO DO

  • Meet with the client

  • Put their trust together

  • Orchestrate the signing appointment

  • Coordinate the witnesses

  • Introduce the documents

  • Collect Signatures

  • Notarized the Document

WHAT YOU HAVE TO DO
WITH A CERTIFIED TRUST
DELIVERY AGENT

  • Meet with the client

  • Put their trust together

  • Send me their information

OR YOU

  • Meet with the client

  • Put their trust together

  • Tell your client to "Go find a notary on your own."

Serving Your Clients

Instead of saying to your clients:

  • "You need to get these notarized, go find you a notary" or "Make time to come to my office."

You can say:

  • "You need to get these notarized,

      I have a guy who will call you and get that taken car of for you."

WHAT I DO

  • Orchestrate the signing appointment

  • Coordinate the witnesses

  • Introduce the documents (without explaining the documents) 

  • Collect Signatures

  • Notarized the Document

  • Scan back signature pages

  • Deliver the documents back to your office (if needed)

Trained and Certified by:

Bill Soroka - NotaryCoach

Jen Neitzel - NBB

NAA

You don't have to be an attorney to use my services.

Did your own trust?

Let me notarize it for you.

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