Estate Planning Trust Delivery Service
We are a professional mobile notary solution provider for estate planning attorneys and legal service providers.
Through our personalized attention, we deliver your trust packages with care, clarity, and respect — right to your client’s home, office, or a convenient place of their choosing.
What Our Service Offers
A Trusted Extension of Your Estate Planning Process
At Snodgrass Notary Services, we provide estate planning trust delivery services that help law firms and document providers overcome some of the logistical challenges that may impede document finalization
Here are some of the many ways that we can assist you:
- We can meet your clients at their homes, offices, assisted living facilities, or even a local hospital saving you time to focus on your other clients and obligations.
- We can accommodate your client’s busy schedule by meeting with them in the evening or on a weekend.
- We can coordinate signature witnesses so that you don’t have to.
From revocable living trusts to powers of attorney and health care directives, we walk clients through each document, based on your instructions, ensuring proper signatures are obtained, and notarizing where required — all while upholding the integrity of your firm’s work and reputation.
Our service is discreet, respectful, and focused on delivering a positive experience for your client at every step.
How Our Solution Works
A Seamless Process for Attorneys and Their Clients
Receive the Assignment
The law firm or estate planning service sends us the trust package and instructions.
Review and Prepare
We review the package, verify signing requirements, and, if necessary, print documents using a dual-tray laser printer.
Travel to Client
We meet with the client at their home or preferred location at a convenient time.
Execute the Documents
We guide the client through the documents, answer basic procedural questions, and notarize signatures as required.
Return the Completed Package
We deliver the documents directly to your firm by courier or securely scan them to you per your instructions.
Who Is This Solution For?
Supporting Professionals Who Guide Life’s Most Important Decisions
Estate Planning Attorneys
Partner with a notary who understands the importance of discretion, accuracy, and client care — and represents your firm professionally.
Document Preparation Services
Confidently outsource your estate document deliveries with a trained notary who ensures each form is signed and notarized correctly.
Law Firms & Legal Assistants
Extend your office's reach with a mobile notary who can meet clients at their location and return signed documents securely.
Whether you’re delivering a revocable living trust or a full estate planning package, we help your clients complete their signings with confidence — while maintaining the professionalism, privacy, and care your firm is known for.
Frequently Asked Questions
Are you trained to handle estate planning documents?
Answer:
Yes. I am familiar with the signing requirements for revocable living trusts, powers of attorney, health care directives, and related documents. I follow client instructions carefully and notarize where required.
How do you receive the trust packages?
Answer:
You can send trust documents via secure email or courier. We can handle any additional printing and preparation using a dual-tray laser printer to ensure everything is organized and legible.
Will you explain the documents to the client?
Answer:
I guide clients through where to sign and explain the signing process, but I do not provide legal advice. I follow your firm’s instructions and refer any legal questions back to you.
How are the completed documents returned?
Answer:
I return signed packages according to your preferences — via overnight courier, personal delivery, or scanback. I ensure the chain of custody is secure and documented.
How do you handle sensitive client interactions?
Answer:
With professionalism, discretion, and respect. I take the client’s comfort seriously and aim to provide a calm, clear, and courteous signing experience.
Let’s Help Your Clients Sign with Confidence
Partner with a mobile notary who delivers trust packages with professionalism, discretion, and care — while respecting your process and your client relationships.
