certified notary trust delivery agent
WILL & TRUST, ESTATE PLANNING, PROBATE and ELDER CARE
Let me add value to your services I am trained and certified in handling trust, will and estate packages for you. I know your time is important and that's where my services come in, I can pick up and deliver your documents to your clients for you to hospitals, eldercare facilities, or your clients home.
Trust Delivery Documents
- Revocable Living Trust
- Schedule C or A (Inventory list of assets)
- Certification of Trust/Abstract of Trust
- Pour Over Will
- Durable, General, Financial POA
- HIPAA
- Advance Healthcare Directive
- Property Transfer Deeds
- Funding Letter
- Guardianship (if minor children)
- Special Needs Trust
Loss of Life - Are you prepared
Recent natural disasters have shown us that your life and end of life documents can be lost or destroyed leaving loved ones without a clue where to start looking, there is a better way to keep important documents safe and accessible
Affordable Rates
We offer competitive and affordable rates for all of our notary services.
What is a CNTDA
A Certified Notary Trust Delivery Agent is A credentialed notary that has undergone advanced training and testing to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents.