New Order Submission Estate Planning - The Best Notary

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1Progress

2Document Details

3Appointment Details

4Estimated Cost & Payment Information

Notary Appointment Request for Estate Planning

Pricing Information Effective September 15th, 2023

Documents must be received two weeks before appointment unless you have a prepaid package
Prepaid packages offer discounts, nationwide service including rural areas, shorter lead teams (as little as 48 hours), and other benefits
*+ County recording fees extra
We are not responsible for recording delays due to holidays or county slowdowns due to the pandemic

Who is submitting this order? *

I am the signer
Law firm placing the order on behalf of a signer (client)
I am a TBN Staff Member

Name of TBN Staff *

Name of the person placing the order: *

First

Last

Have you worked with The Best Notary before? *

Yes, I have worked with TBN before
No, I am a new customer

Company Name: *

Write N/A if not applicable

Office Phone Number: *

Write N/A if not applicable

Cell Phone Number: *

Email: *

Email

Confirm Email

Email of the person placing the order.

How did you find us today? *

Referred from a friend/colleague
Internet search
Provisors
Other

Other *

How did you find us today?

Please let us know who referred you so that we can thank them *

Does anyone else need a confirmation of this order emailed to them?

Yes
No

How many other people need an email confirmation?

Name of person who needs an email confirmation:

First

Last

Email address of person to receive email confirmation:

Email

Confirm Email

Name of second person who needs an email confirmation:

First

Last

Email address of second person to receive email confirmation:

Email

Confirm Email

Will you take advantage of our bundled pricing offer at $699 (signing, witnesses, recording and binder assembly with delivery)?

Type of notary appointment: *

RON Appointment Information: *

I understand that with a RON notarization there will not be a physical paper copy or wet signature and there will not be an in-person appointment
I need a paper copy/wet signature and understand that I can't use RON

Type of Documents:

How many documents need notarization?:

I am able to send copies of the documents to the clients before the appointment delivered to them via UPS or FedEx

Do the documents need a wet signature?: *

RON notarization will not have a physical paper copy nor a wet signature. If you require a wet signature, please choose "In-Person" appointment instead.

Is Scanback Required?:

If the document is more than three pages, the notary may need to take the originals to scan

Is Printing Needed?:

Is there an existing Content Snare upload request created for this signing? *

Please choose "NO" to received a Content Snare Upload request for this order.

State where the signing location take place? *

Do you need witnesses for this document? *

The notary can often be one witness and we can also provide an additional witness for $149 fee or as included in a Starter Bundle

Do you require witnesses for this document? *

Additional $149 per witness (Notary can't act as a witness, if witness' signature must be notarized.)

Documents that will be included in the estate plan:

Trust
Will
Power of Attorney
Assignment of Property
HIPAA Authorization
Advanced Health Care Directive
Certification of Trust
General Assignment/ Property Transfer
Deed(s)
Transfer Tust Affidavit (TTA)
PCOR
Funding Instructions
Other

Other

Documents that will be included in the estate plan:

To reduce possible errors and hand-writing of repetitive required information such as date(s), names(s) and notary information, we strongly recommend allowing us to type this information into your documents before we print them.

Yes, I agree to having the documents pre-filled
No, I prefer that the documents are not pre-filled

Are you open to sending us the document(s) ahead of time so that we can provide review them and minimize the possibility of rejections or problems down the road?

Yes, I can send the documents ahead of time
No, but I can send a copy of the signature and notary pages ahead of time to make sure that they're compliant with state notary laws
No, I am unable send the documents ahead of time

Would you allow us to review the documents before the notary leaves the location to ensure that the documents were properly signed?

Yes, I will allow the documents to be photographed to help ensure that they were properly notarized
Yes, I will allow the documents to be reviewed on a live zoom to help ensure that they were properly notarized
No, I am unable send the documents ahead of time

Do you need electronic recording of documents? *

Yes, I am interested in having TBN record the document(s) for $149 each plus recording fees
No, I don't need TBN to record any documents

We are able to record documents with the County Recorder for $149 each + recording fees.(Included in Starter Bundle)

How many documents need recording?

Do any of the documents need to be expedited for an extra cost of $150 per document?

Yes, this needs to be submitted within 24 to 48 hours
No, this can be submitted within 7- 10 days

How many documents need to be expedited?

Would you like us to provide the client with a customized binder and two flash drive of all the documents (and video for RON appointments) for $199 including FedEx shipping? *

Yes, please provide a binder and flash drive to the client with all the documents for $199
Maybe, I would like to learn more or decide later
No, I don't need this for my clients

Cost is included in the Starter Bundle

Do the binders need to be expedited for an extra cost of $150 per binder?

Yes, this needs to be shipped within 1 week
No, this can be shipped within 4 weeks

What would you like to happen to the documents after signing?

Leave with signer (Scanback not applicable for documents more than 3 pages)
Ship back to signer after scanning
Ship back to me
Scan, then shred after my approval.
Send binder to signer after it is completed and reviewed
Other

Other

What would you like to happen to the documents after signing?

How would you like to handle the shipping cost?

I will send you a shipping label
Please provide the FedEx Priority Overnight shipping label. I understand there will be a fee of $25
I am ordering a binder and shipping is included with the binder price
Shipping is not applicable for this order

Does the shipping need to be expedited due to a specific deadline?

Yes, needs to be sent same day or within 24 hours
It does not need to be rushed but send within 5 business days
I will let you know when I would like it to be shipped

Name of person receiving the signed documents or binder

First

Last

Return the complete documents to this address

Address Line 1

Address Line 2

City

State

Zip Code

How many signers are there? *

1
2
> 2

Signer 1: *

First

Last

The name of Signer 1 as it appears in the documents. If the signer's name as it appears in the documents does not match their identification exactly, they may need to have two credible witnesses to establish their identity. We will ask the signer what name is on their identification and let you know if there is a mismatch.

First

Middle

Last

Signer 1 Phone:

Leave blank if phone number is not known and needs to be confirmed

Signer 1 Email:

Can enter TBD if email is not known and needs to be confirmed. RON appointments need an email to complete the appointment.

Signer 2: *

First

Last

The name of Signer 2 as it appears in the documents. If the signer's name as it appears in the documents does not match their identification exactly, they may need to have two credible witnesses to establish their identity. We will ask the signer what name is on their identification and let you know if there is a mismatch.

First

Middle

Last

Signer 2 Phone:

Signer 2 Email:

Put N/A if you don't have an email

Write down names, phone numbers and email addresses for all signers that have not already been listed:

Location of Signer(s): *

City, ST

Has the signing location already been identified? *

Yes
No

How many locations for the signer(s)?

Signing Location: *

Address Line 1

Address Line 2

City

State

Zip Code

Second Signing Location:

Address Line 1

Address Line 2

City

State

Zip Code

Third Signing Location:

Address Line 1

Address Line 2

City

State

Zip Code

Who should be contacted to schedule and coordinate the appointment? *

Signer #1
Signer #2
Person who placed the order
Other

Please give us the name and phone number of the person to contact: *

Has the date already been scheduled? *

Date and time of appointment:

Date

Time

Would you like the appointment to take place less than 24 hours from now? This may incur a $100 fee

Yes, I understand it may be an extra fee
No, it is more than 24 hours

What are the best days and times to schedule an appointment?

Would you like text updates with location and timing for the appointment?

Yes
No

What number should we use to send the updates?

Cost of RON Appointment *

Cost of In-Person Appointment *

Cost of Hybrid Appointment *

Cost of Extra Witness *

Cost of Extra Witnesses *

Document Recording Cost *

Document Recording Expediting Fee *

Binder + Flash Drive Cost *

Cost of Shipping

Cost of Appointment in less than 24 hours

Were you referred by one of our affiliates and have a promo code?

Yes, I have a promo code
No, I don't have a promo code

Please enter your promo code for a discount *

Bundle Deal *

Please ignore the itemized costs above your flat cost will be $699 + county recording fees if applicable.

Estimated Cost of Appointment *

Who is responsible for payment? *

I am responsible for payment
Signer is responsible for payment and I will forward them this link http://thebest.bz/credit to enter their credit card
I am paying for part of the appointment and the signer is paying for another part

Please describe the payment arrangement *

How would you like to pay? *

How will customer pay for appointment? *

What are the last 4 digits on the credit card that you would like us to use? *

New Credit Card Information *

Card Number

Security Code

Name on Card

Expiration

Name on Credit Card *

First

Last

Zip Code for Credit Card *

Special Instructions: Please tell us anything that wasn't covered in the questions above. We want to make sure this signing goes smoothly! *

Please type N/A if none

File

Drag & Drop Files, Choose Files to Upload

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Email *

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

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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Notaries Apply Here
Estate Planning
Concierge EP RON
Remote Hire I-9
Notary On Demand
TBN Express
Contact Us
Terms of Service
Privacy Policy
Security
EP Document Concierge
FAQ

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