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Certified Notary Trust Delivery Agent
Credentialed Notary Trust Delivery Agent with Advanced Training and Testing to better serve the Public and Estate Planning Professionals.
Who can I help?
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Individuals of the General Public: DIY Document Packages
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Attorneys: Estate Planning, Elder Care, Probate, Family Law
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Law Firms
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Legal Plan Seminar Companies
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Trust Companies
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Legal Document Preparers
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Financial Planners and Wealth Advisors
Why am I your preferred TDA?
Any individual or attorney can focus on productively preparing themselves or others for proper Estate Planning by using my affordable Estate Planning Services, because I conveniently go to you or your client and am trained to provide personalized and positive experiences of some of the most important life decisions, with a smile.
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LIVING TRUST
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WILLS
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ESTATE PLANNING
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ADVANCED HEALTH DIRECTIVE
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POWER OF ATTORNEY
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GRANT DEEDS
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BENEFICIARY DESIGNATIONS
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ADMINISTRATOR OF AN ESTATE
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TRANSFER ON DEATH DESIGNATION
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INVENTORY OF PHYSICAL ASSETS
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LIST OF FINANCIAL ACCOUNTS
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RETIREMENT ACCOUNTS
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LETTER OF INSTRUCTIONS
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LIST OF DEBTS AND CREDIT ACCOUNTS
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LIFE INSURANCE POLICIES
TYPE OF DOCUMENTS
Benefits
Longterm Partnership of Mutually Beneficial Opportunities
Affordable Serivces with Flexible Payment Options
Convenient Mobile Execution and Delivery Documents
Guaranteed Professional and Personal Interactions with Partners and Clients
Working Together to Help Others Through Tough Decisions
Offering Secure Scanbacks and Scheduling