Estate Planning Documents
Estate planning documents fail on paperwork far more often than on substance. A carefully drafted trust goes nowhere because one signature was in the wrong place, or the notary was not there when it needed to be.
We notarize the documents themselves and, where a self-proving affidavit is involved, administer the oath on it. We do not draft estate plans and we cannot tell you whether your plan is adequate. That is an attorney and a financial adviser’s work, and it should be finished before the signing appointment is booked, not during it.
Documents we notarize in this category
- Self-proving affidavit accompanying a will
- Wills and codicils
- Living trusts, amendments and restatements
- Deeds of trust and trust transfer deeds
- Small estate affidavits and family affidavits
- Documents removing property from or placing it into a trust
How an appointment works
Four steps, no surprises, and no charge for the trip — the fee is for the notarization.
Tell us what needs signing
Call, text or send the form below. A short description is enough to tell you whether this is something we can do.
Get a time and place confirmed
We agree a time and a location that works for you — your home, your office, a coffee shop, a hospital room, or a meeting room you book.
We arrive with what we need
The notary brings identification and the seal. Nothing is signed until we are together.
Signed, sealed, and a copy for you
You get the notarized document back, and we can courier it on if it needs to be somewhere by a deadline.
What to bring
Most appointments fail on a missing ID or a document that was signed too early. This list prevents both.
- The document, unsigned. A signature already on it usually cannot be notarized later.
- A current government-issued photo ID with your name and photograph on it — a driver’s licence, state ID, or passport.
- Any other people whose signatures the document requires. Tell us when you book so we can allow the time.
- Witnesses, if the document requires them and you do not have your own. Say so when you book and we will arrange it.
Not legal advice
A notary verifies identity and witnesses or acknowledges signatures. A notary cannot tell you what to sign, whether a document is right for you, or what it will do. If you have that kind of question it belongs to the lawyer, title company, lender or physician who prepared the document. Ask them before the appointment, not during it.
Where we work
Appointments are scheduled around where you are. Travel is arranged per appointment rather than on a fixed route, so a town not listed below may still be workable — call and ask.