At Notary Workforce, we are committed to providing exceptional support to both our clients and estate planning partners. Our comprehensive services help to ensure that every aspect of the estate planning process is seamless and stress-free.
Estate Planning Workshops
Our introductory Estate Planning mini-Workshops are designed to educate and empower attendees about the importance of estate planning. We handle the entire workshop process, from planning and promotion to presentation and follow-up, ensuring a professional and informative experience for all participants. These workshops not only educate potential clients but also create a pipeline of informed, engaged individuals ready to take the next step in their estate planning journey.
Client Referrals
After each workshop, we refer high-quality, interested clients directly to our estate planning attorney partners. These referrals are pre-educated and motivated, allowing you to focus on what you do best: creating solid Trusts and comprehensive Estate Plans. Our referral system ensures that you receive clients who are ready and eager to work with you.Trust and Estate Plan Delivery
Once an Estate Plan portfolio is completed, Notary Workforce handles the delivery and presentation to the client. Our Certified Trust Delivery Specialists guide clients through the signing process, ensuring all documents are signed and properly notarized. We provide this service wherever and whenever the clients desire, offering unmatched convenience and flexibility.
Seamless Client Experience
We understand that estate planning can be a complex and daunting process. That’s why our services are designed to make it as smooth and stress-free as possible. From initial education to final document notarization, ensuring a positive experience for your clients.
Partnership Benefits
By partnering with Notary Workforce, you gain access to a reliable and professional team dedicated to enhancing your practice. Our workshops and delivery services help grow your client base organically, allowing you to focus on creating and managing robust estate plans. We believe in building strong, collaborative relationships with our partners, ensuring mutual success and client satisfaction.By partnering with Notary Workforce, you gain access to a reliable and professional team dedicated to enhancing your practice. Our workshops and delivery services help grow your client base organically, allowing you to focus on creating and managing robust estate plans. We believe in building strong, collaborative relationships with our partners, ensuring mutual success and client satisfaction. If you are an estate planning attorney seeking a trusted partner, Notary Workforce is here to provide you with the unparalleled support you need to grow exponentially.
If you are an estate planning attorney seeking a trusted partner, Notary Workforce is here to provide you with the unparalleled support you need to grow exponentially
Contact us now to schedule a consultation.