Legal Document Services

Estate Planning Documents

Professional notarization services for wills, trusts, power of attorney, and other estate planning documents. We bring our services to your location.

Estate Planning Services

We provide professional notarization services for all types of estate planning documents. Our experienced team ensures accuracy and confidentiality.

Wills

Last wills and testaments that specify how your assets should be distributed after passing. We notarize will signatures to ensure validity.

Trusts

Revocable and irrevocable trusts, including living trusts and special needs trusts. Proper notarization is essential for trust validity.

Power of Attorney

General power of attorney, limited power of attorney, and durable power of attorney documents. We notarize POA documents for financial and healthcare matters.

Healthcare Directives

Healthcare power of attorney and living will documents that specify your medical care wishes. We ensure these important documents are properly notarized.

Beneficiary Designations

Documents designating beneficiaries for retirement accounts, life insurance, and other assets. We notarize changes and updates to beneficiary forms.

Transfer on Death deeds

TOD deeds and Lady Bird deeds for transferring real estate without probate. We notarize these documents for seamless property transfer.

Legacy Planning

Estate Planning Packages

Comprehensive estate planning solutions tailored to your needs. Choose the package that fits your situation.

Estate Planning Clarity Session

Organizer System

This is perfect if you just need clarity and direction.

Includes:

  • 1:1 session where we break everything down (Will, Trust, Power of Attorney, Healthcare, etc.)
  • Help identifying key roles (executor, guardian, etc.)
  • Personalized recommendations based on your situation

You'll walk away with:

  • A full estate organizer packet
  • A step-by-step plan so you know exactly what to do next
MOST POPULAR

Legacy Planning Session

Guided Support

This is for you if you want help actually getting things DONE, not just explained.

Includes everything above PLUS:

  • Help organizing your assets and accounts on paper
  • Guided support as you work through your documents
  • Identification of missing pieces or gaps
  • Follow-up support for questions so you can complete everything with confidence

Legacy VIP Trust Package

Full Experience

This is the full, done-with-you experience where your estate plan is created, completed, and properly executed from start to finish.

Includes:

  • Revocable Living Trust
  • Pour-Over Will
  • Power of Attorney
  • HIPAA Authorization
  • Physician's Directive
  • Assignment of Personal Property
  • Certificate of Trust

PLUS:

  • Guided support throughout the entire process
  • Step-by-step assistance to ensure everything is completed correctly
  • Full organization of your estate plan
  • Notarization of documents as required
  • Secure client portal access to your documents
  • Professionally organized hard copy binder

Optional add-on: Paralegal-assisted support if additional help is needed (+$100)

Why Choose Us

Privacy & Confidentiality

Estate planning documents contain sensitive personal information. We understand the importance of confidentiality and handle your documents with the utmost care and professionalism.

Secure Handling

Your personal information is never shared with third parties. We maintain strict confidentiality.

We Come To You

We travel to your home, office, or location of your choice. Your documents never leave your possession until signing.

Flexible Scheduling

We offer evening and weekend appointments to accommodate your schedule. Same-day availability when needed.

Businesswoman stamping documents
100%
Confidential

Need Estate Planning Document Services?

Contact us today to schedule your appointment. We're here to help with all your estate planning notarization needs.