Estate Planning Documents for Notaries

Notary Business Niche

Are you a notary that wants to offer more than just loan signing services in your business? Estate Planning is a niche of notary work that not many specialize in. Notaries often perform notarizations for wills, trusts, powers of attorney, and healthcare directives. Do you actually know the meaning and purposes of these documents that you notarize? These documents are often referred to as estate planning documents. Will it surprise you to know that some require notarization and some do not? This course is for the commissioned notary public in any state to become more familiar with the documents used in estate planning, their purposes, and benefits. This is not a state specific course. In this course, you will learn about exactly what estate planning is and who does estate planning and why.

You will become familiar with

• SIX different types of Power of Attorney forms

• EIGHT different types of wills

• TWO types of trusts with FIVE sub-categories of trusts

• MORE

  
  

  This course does not give legal advice or recommendations. It is merely a familiarization course for notaries. With completion of this course, you will have a better understanding of the varied uses of theses documents along with the different witness and notarization requirements. Sample documents download package included.

You also get the The Notary Starter Marketing Package for FREE!

The Notary Starter Marketing Package is a foundational marketing system designed for notaries who intend to offer estate planning services. This structured approach simplifies the process of identifying and connecting with key professionals and organizations that regularly require estate planning notaries. By implementing this system, you can effectively support your new business venture while building visibility, credibility, and long-term profitability.