Estate Planning Remote Online Notarization (RON) Process Flow

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Estate plan signing experience as a service

Pre Signing

Scheduling

Appointment Details Confirmed

Proofing

Thorough Document Proofing

Notary Retained

Vetted Notary and Witnesses Confirmed

Pre-filling

Prefilling of Dates and Notary Details

Appointment Support

ID Verified & Knowledge Based Authentication Questions with Tech Check
Signing Day

Zoom Meeting

Signer Can Be Anywhere & Meet on Zoom

Notaries & Witnesses Online

Sourced & Vetted Witness(es)

Signing & Notarization

Guided Signing

Fast & Efficient

Signing Completed in Less than 20 Minutes
Post Signing

Proofing

Second Review of Documents to Ensure Error-Free Signing

Deed Recording

Electronic Document Recording

Binder Assembly

Binder Assembly

Binder Review

Client Binder Review

Delivery

Delivery Logistics

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APPOINTMENT

1. SCHEDULING AND COORDINATING

  • Signer completes form with exact name as it appears on ID and expiration
  • We ask if they are going through a refinance if a deed is being recorded
  • Signer selects a date and time for the appointment with an instant confirmation

2. IDV: CREDENTIAL ANALYSIS

Multistep analysis of the ID to ensure its validity

  • Review holograms, watermarks, and microprinting
  • Data consistency
  • Detect anomalies and potential forgeries
  • ID issuer database cross-referencing (DMV)

3. KNOWLEDGE BASED AUTHENTICATION

  • Five multi-choice questions based on public data (county lived in, past address, business worked for, etc)
  • Requires signer to have been in the US for some time to have enough public data to populate questions
  • If unable to pass KBA or can’t generate questions, signer will need a credible witness to vouch for identity

4. 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
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5. DOCUMENT PREFILLING

  • All dates, locations and notary details are pre-filled
  • Faster and fewer errors

6. ACCURATE NOTARIZATION

  • All notaries have experience with EP documents
  • Our staff is present for signing in case there be any issues
  • Checklist for each action item by document type and page
  • Every single page is reviewed again before we return documents

7. VETTED, FLEXIBLE NOTARY

  • All our notary contractors are vetted and we can provide a video profile for review
  • All our notary contractors screened for empathy, attention to detail and flexibility

8. POST SIGNING PROCESSING

1. Files are separated into

  • Digitally signed “locked” secure copies with IP audit trail
  • Single combined file (editable)
  • Individual separated files which can be shared as needed

2. Files delivered via our dashboard where you can download and shared with your clients on flash drive if desired

9. 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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10. 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

11. 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

12. 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
patricia@defontelaw.com

“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”