Certified Trust Delivery Agent

If you have the time, there comes a time in one’s life. You start planning for what happens in the event of your passing. It can be very emotional and heavy.

As a Certified Trust Delivery Agent, I can help make that process easier for you whether you’re a client, Estate Planning Attorney, or a Law Office.

“I help Attorneys get their time back.”

I can deliver these document packages to clients from their Attorney or if already in hand. As a Notary, I can assist with verifying your identity, presenting each document with a brief description, collecting signatures, and notarizing signatures.

I understand the importance of these documents and the sensitivity of the matter. Rest assured, I will handle each delivery and signing with the utmost care and confidentiality, ensuring secure and timely delivery of your important documents.

Below is a list of common documents in an Estate Plan:

• Certification of Trust

• Power of Attorney (Durable and General for Financial and Healthcare

• Advance Healthcare Directive

• Last Will and Testament

• Revocable Living Trust

• Pour Over Will and etc.

Single document services are available also.

Witness, printing and shipping services are provided upon request at an additional fee.