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