Estate plan signing experience as a service

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Pre Signing

Scheduling

Appointment Details Confirmed

Proofing

Thorough Document Proofing

Notary Retained

Vetted In-house or Contract Notary and witnesses Confirmed

Pre-filling

Prefilling of Dates and Notary Details

Printing

Signing

Tracking Via App

Real Time Location on Map

Notaries & Witnesses On Site

Sourced & Vetted Witness(es)

Signing & Notarization

Guided signing

Remote Zoom Check

Checklist Review via Zoom

Post Signing

Scanning

High Resolution Scanning

Deed Recording

Electronic Document Recording

Binder Assembly

Binder Assembly

Binder Review

Client Binder Review

Delivery

Delivery Logistics

APPOINTMENT

1. SCHEDULING AND COORDINATING

  • Signer completes form with exact name as it appears on ID and expiration
  • We ask if they have a witness and verify the relationship
  • We ask if they are going through a refi if a deed is being recorded
  • Signer can choose how chatty/friendly they want their notary to be
  • Signer selects a date and time for the appointment with an instant confirmation

THOROUGH DOCUMENT REVIEW

We compare file names to the contents of each document

All names are examined for consistency

Headings, footers, notary blocks and property address are also reviewed for completeness and accuracy

2. THOROUGH DOCUMENT REVIEW

  • We compare file names to the contents of each document
  • All names are examined for consistency
  • Headings, footers, notary blocks and property address are also reviewed for completeness and accuracy

3. DOCUMENT PREFILLING

  • All dates are pre-filled to minimize errors during the signing
  • Colored pages to highlight important actions on next page
  • Our staff is on standby by text or phone should there be any issues

4. HIGH QUALITY PRINTING

  • All documents printed at our San Mateo HQ on a commercial grade printer
  • We print on your preferred paper weight/brightness with or without holes
  • Extra notary page included in all documents in case of notary emergencies or issue with seal
  • Documents are shipped to notary or signer in a temporary binder or folder for protection
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5. GUIDED SIGNING

  • All notaries have experience with EP documents
  • Checklist created to ensure a flag/sticker highlights every action
  • Colored pages to highlight important actions on next page
  • Our staff is on standby by text or phone should there be any issues

6. VETTED, FLEXIBLE NOTARY

  • In-house notary for any signings in the SF Bay Area
  • All our notary contractors are vetted and we can provide a video profile of for review
  • All contractors screen for empathy and flexibility

7. NOTARY TRACKING AND UPDATES

  • See notary’s location on a map in real time up until they arrive
  • Receive automatic updates if notary is running earlier.
  • Signer can communicate with notary through the app without revealing their number
  • Get notifications via text or email once signing is complete.

8. ACCURATE NOTARIZATION

  • Checklist for each action item by page
  • Comprehensive remote review by our back office team via zoom to ensure all is in order
  • Every single page is reviewed before we approve the documents to be dropped off

9. VETTED WITNESS

  • We source witnesses from our vetted pool of notaries and their trusted contacts
  • The witnesses are also equipped with our real time location app so that everyone arrives on time
  • All witnesses also have a video profile on file to help foster trust with clients

10. HIGH RESOLUTION SCANNING

  • High quality scanning at our company HQ on a commercial scanner with OCR
  • Additional post appointment proofing
  • Files are delivered in a single file and also as individual separated documents
  • Files can be delivered via your system of choice or with a secure link

11. ELECTRONIC DEED RECORDING

  • We proof all sections of the deed and PCOR
  • We double check county requirements for TTAs and other supporting documents
  • We cure small fixes on your behalf should a rejection occur
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12. BINDER ASSEMBLY

  • Custom binder assembly to arrange the documents just as you would in the office
  • We assemble all documents using your sample binder for guidance
  • Ship us your custom binder/business cards so we can include them

13. BINDER REVIEW

  • We provide you with a secure video walkthrough of your binder so you can check our work
  • Binder is not shipped until your team approves it
  • Expedited turnaround options available

14. DELIVERY

  • A form is provided to ask for delivery address and availability from 8 am to 8pm to receive the package
  • Flexible Options for pickup at a FedEx Location
  • Tracking details emailed at every touchpoint
  • Delivery signatures requirement or optional by signer

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Some Words From An Early Adopter

Patricia De Fonte
[email protected]

“Eli & his team have been lifesavers during this pandemic! Their attention to detail and management of my document execution frees me up to focus exclusively on my clients and their estate planning matters. TheBestNotary.net ensures smooth, concierge-grade notary appointments 100% in person or on video via Zoom. My clients are very grateful for their full-service approach including tech support as needed. With remote signings COVID is one less thing for them to worry about; especially for those who are vulnerable, expecting children or have infants at home”

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We are an anti-racist, anti-oppression, whole human organisation.

Over the past decade, we have painstakingly built a close-knit global team across 5 continents. This time difference advantage guarantees phone and email support around the clock to ensure your client’s signing experience is pleasant, streamlined and stress free. Please do your own research in your local jurisdiction as the information provided on this website is for reference only and does not constitute legal advice in any way, shape or form.

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

We are an anti-racist, anti-oppression, whole human organisation.
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