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Certified Trust Delivery Agent

A Trust Delivery Agent is a credentialed notary that has undergone advanced training and testing to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents.

Do you need a Living Trust or Estate Documents Prepared?

Why Choose a Certified Professional
for your Living Trust documents.

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Certified Notary Trust Delivery Agent (CNTDA/TDA)

Certified Notary Trust Delivery Agents are Notary Publics who have undergone advanced training in estate planning documentation and can assist attorneys by walking their client(s) through the document signing process, to free up the attorney's time to do what they enjoy most - practicing law.  

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Benefits of Working With a Certified Trust Delivery Agent

Documents to be signed and notarized never leave the safety and security of the CTDA, ensuring the confidentiality and integrity of sensitive documents throughout the delivery process.  CTDA's attention to security help safeguard the confidentiality and trustworthiness of the documents 

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Living Trust Documentation

A CNTDA has advanced training in to ensure all signatures, dates and notarizations are performed are the Living Trust, Certification of Trust, Pour-Over Will, Powers of Attorney, HIPPA Releases, Health Care Directives, Grant Deeds, Funding Instructions, Guardianship Declarations.

Estate Planning & Living Trusts - Why Choose us?

By choosing Notary on the Fly NW as your estate planning delivery agent, you're selecting a professional who has invested time and effort into honing our skills to provide you with a reliable and secure service.

 

Your peace of mind is our priority, and our certified agents are dedicated to making your estate planning experience as seamless and stress-free as possible.

Book your appointment today!

  • "We invest heavily in comprehensive training so you can trust your documents are in expert hands. Our agents stay up-to-date on industry regulations and best practices for your complete peace of mind."

  • "Leave the details to us! We'll handle signatures, notarization, and the entire document preparation process. Your final package will be professionally assembled and ready to impress."

Trust Delivery/Estate Planning Services for Attorneys:

Expertise and Convenience at Your Service

Finding a notary partner who seamlessly understands the complexities of estate planning and probate can be a challenge. At Notary on the Fly NW, we're dedicated to supporting attorneys in today's demanding notary landscape. Our Certified Notary Trust Delivery Agents offer a level of service that elevates your practice.

Your Trust, Our Mission:

We understand the meticulous demands placed on legal professionals. Our commitment is to provide a Certified Notary Trust Delivery Agent who surpasses the standard notary role, offering a specialized skillset that directly benefits your firm and your clients.

How We Enhance Your Practice:

  • Attorneys gain a trusted partner in the trust delivery process, offering a professional and client-centric approach.

  • We prioritize client convenience. Flexible scheduling ensures appointments happen where and when it suits your clients best.

  • Tailored for attorneys. You don't need to oversee every appointment. Our extensive training in living trust presentations allows us to confidently guide your clients.

  • Benefits abound. Partnering with us frees up your time, enhances client satisfaction, and can lead to those coveted positive reviews.

Beyond the Basics:

Let us streamline your trust delivery process. We flawlessly handle paperwork, signatures, notarization, and even package preparation.

 

We will prepare your final completed documents expertly and assemble in your own binder. (If requested)

 

Allowing attorneys to regain precious hours to focus on billable tasks, new clients, or much-deserved time for yourself.

What Makes Notary on the Fly NW Different:

  • Certified Expertise: Our agents are highly trained in estate planning – your documents are in knowledgeable hands.

  • Professionalism Guaranteed: We represent your firm with utmost integrity, building trust with your clients.

  • Timeliness Matters: Time-sensitive documents? We ensure prompt, reliable delivery.

  • Accuracy is Key: Meticulous attention to detail is our hallmark, protecting your clients' best interests.

  • Client Confidentiality: Your client's privacy is paramount.

  • Flexibility: We adapt to your needs, offering on-site or mobile options.

Elevate Your Estate Planning Services:

Don't settle for "good enough" when it comes to trust delivery. Partner with Notary on the Fly NW and redefine efficiency. Ensure your clients receive the highest level of service while you gain the invaluable gift of time.

Contact Us Today!      (360) 836-6446   |   (541) 819-0373    | Contact@notaryontheflynw.com 

Let's discuss how we can empower your estate planning practice.

Schedule a FREE Webinar | Top Rated Estate Planning Firm

Take advantage of this 100% FREE Zoom Call.

Have your questions answered by Stephanie and Mike Maloney from Premier Estate Planning.

 

NO CREDIT CARD NEEDED TO PARTICIPATE! >>>> This is 100% FREE! <<<<

We work together with them to prepare our clients Estate Planning documents. They are amazing and have lots of experience. 

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