Estate Planning & Legal Document Notarizations

These are the most common documents and services requested during estate planning appointments: 

• Wills- Distribute your assets according to your wishes, appoint an executor to manage your estate or name guardians for minor children, if applicable.
• Living Trusts- Revocable or irrevocable trusts to manage assets, helps avoid probate and streamline distribution, provides guidance during incapacity.
• Powers of Attorney- Financial Power of Attorney: manage finances if incapacitated, healthcare Power of Attorney: appoint a trusted medical decision-maker.
• Advance Healthcare Directives- Living wills for life-sustaining treatment preferences, durable healthcare powers of attorney, organ donation instructions.
• Beneficiary Designations- Ensure accounts like retirement plans and life insurance go to your chosen recipients.
• Guardianship Designations- Name guardians for minor children or dependents.
• Estate Administration Planning- Efficient management and distribution of assets, minimize probate complications and taxes, instructions for personal, digital, and sentimental items.
• Special Considerations- Trusts for special needs dependents, funeral and burial wishes.

I handle every signature, Power of Attorney, trust, or living will with care, accuracy, and professionalism, giving you and your loved ones peace of mind and confidence throughout the process.

Whether you’re preparing a will, a trust, or a healthcare directive, I make the notarization process seamless. Your documents are handled with precision so you can focus on what matters most— protecting yourself and your loved ones. 

I provide notarization for patient directives and authorizations, helping your facility maintain compliance and ensure that critical documents are executed correctly. Mobile and on-site appointments are available to fit your workflow. 

Help your clients get their estate planning documents completed efficiently and accurately. I work alongside financial advisors and estate planners to provide timely notarizations that support your clients’ planning needs. 

From death certificates to permits and related estate planning documents, I ensure everything requiring notarization is handled professionally and accurately, supporting smooth operations during sensitive times. 

Including insurance agents and organizations assisting clients with estate or personal documentation.