client-onboarding

Please set aside 20-30 minutes to help us get to know you and your practice. This will help ensure a top notch experience for you and your clients.

We will be gathering details about your process, the notary appointment, and your preferences for document recording and binder assembly as applicable.

Client Onboarding

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Name of Primary Contact

First

Last

Name of Law Firm

Street Address

City

State

Zip Code

Primary Phone Number

Email Address:

Name of Additional Person Who Needs Notifications About Appointments/Statuses

First

Last

Email of Additional Person Who Needs Notifications About Appointments/Statuses

Document & Appointment Preferences

How would you like us to contact your clients?

Email only
Start with email and if they don't respond after 2 weeks, use text
Start with email and if they don't respond after 2 weeks, use phone
A blend of email, text and phone, starting with email
Other

How often would you like us to contact your clients to schedule appointments?

	Don't use this method	Daily	Every 2-3 days	Every 4-5 days	Weekly
Email	Don't use this methodEmail Don't use this method	DailyEmail Daily	Every 2-3 daysEmail Every 2-3 days	Every 4-5 daysEmail Every 4-5 days	WeeklyEmail Weekly
Text	Don't use this methodText Don't use this method	DailyText Daily	Every 2-3 daysText Every 2-3 days	Every 4-5 daysText Every 4-5 days	WeeklyText Weekly
Phone	Don't use this methodPhone Don't use this method	DailyPhone Daily	Every 2-3 daysPhone Every 2-3 days	Every 4-5 daysPhone Every 4-5 days	WeeklyPhone Weekly

Besides signing the trust first and will second (to release the witnesses), do you have other preferences about the order of the documents being signed?

Do you want the documents sent to the signers ahead of time?

Yes, please send the documents to the signer(s) a day or two before the signing so that they can review them
No, please have the notary bring the documents to the appointment with them
Other

Our notary will always be happy to be a witness if your document requires one or more witness signatures. If your signer is unable to locate an additional witness (or witnesses) for a will, how would you like to handle this?

Please ask the signer if they want to provide a witness or if they prefer to pay $149 for each witness to have TBN provide additional witness(es)
I want TBN to always provide the extra witness and I will be happy to pick up the witness charges as necessary for $149 (or less because I have a pre-paid package) per witness
I will be asking my clients to provide the witness and will cover the cost if they are not able to find a witness
It will depend on the signing, I will let you know when I put in the order

If during the signing, a material concern about the language in the documents or an error of some sort results in the signer refusing to sign one or all of the documents, how would you like us to handle these situations? (We are not attorneys and cannot provide legal advice nor explain legal language).

Reach out to me or one of my staff via phone during the signing if during the weekdays during business hours
Reach out to me or one of my staff via phone during the signing even if after hours or weekends
Stop the appointment and send me an email so I can reach out to the signer later
If the signer is willing to sign some of the documents and not others, go ahead and have them sign the documents they are willing to sign

If we can't reach you or we need to stop the signing, should we leave the documents with signer or have the notary take the documents with them?

Leave the documents with the signer(s)
Have the notary take the documents and return to TBN

Do you get a copy of signer's IDs or confirm the name on the IDs as part of your process?

Yes, I make sure I check the IDs so I have the legal name to make sure the name is correct in the documents and to make sure that the ID is not expired
No, I ask them for their name but I do not get a copy of the ID or look at the ID

Would you be interested in trying out our ID validation software? It allows the signer to upload their ID and then sends an email with the legal name and expiration date after checking to make sure it is a valid ID.

Yes, I would be interested in getting more information to try it out
No, I am not interested in using this software

Paper Preferences

Our standard paper, that we use for 90% of our clients, is 3 hole punched 20lb paper with 92 brightness.

Does our standard paper (3 hole punched 20lb paper with 92 brightness) work well for you?

What documents can be hole-punched?

All documents can be hole-punched
All documents can be hole-punched except the will and deeds
All documents can be hole-punched except the deeds
No documents can be hole-punched

Are any of the documents printed in color or have any special printing?

Shipping and Scanning Information

Our in-person appointments include scanning at no extra cost. Would you like to receive a high quality PDF copy of the documents after the signing? (A folder containing Individually titled documents and a combined version for easy printing).

Binder Preferences

The following section will help us make sure that we can put your binder together to meet all of your specifications.

Will TBN be completing the Binder Assembly for you?

Yes, I have purchased a package that includes binder assembly. All signings will need binders
No, I do not want TBN to put the documents into binders
I may want TBN to do some binders and not others. I will indicate in the order.

Please choose your divider preferences from the options below:

I will provide TBN with dividers
TBN to provide laminated, pre-preprinted dividers (i.e., One Source Wealth Counsel tabs) like those seen in the video above

Document Recording Preferences

TBN is happy to manage the document recording process for you. Please remember that county fees are charged extra, even if you have a package that includes deed submission.

Do you want TBN to submit and manage deed or document recording associated with your signings?

Yes, I want TBN to record documents on my client's behalf
No, I handle my own document recordings
Unsure at this time

Congratulations!! You made it! We appreciate your input to help us make sure we are able to provide you and your clients with an exceptional experience. Is there anything else we should know that hasn't been covered in these questions? (For example, if you have a team of 2 or more people additional contact people)

Save and Resume Later

Please set aside 20-30 minutes to help us get to know you and your practice. This will help ensure a top notch experience for you and your clients.

We will be gathering details about your process, the notary appointment, and your preferences for document recording and binder assembly as applicable.

Document & Appointment Preferences

Paper Preferences

Shipping and Scanning Information

Binder Preferences

Binder Shipping Preferences

Flash Drive Preferences

Document Recording Preferences

Stay in Touch

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+1888-406-1688

3 37th Ave, San Mateo, CA 94403, United States