Please bring with you a valid driver’s license or passport.

During your appointment, one of our team members will facilitate the signing of each document and will notarize or witness those documents for you. We have additional legal staff for witnessing requirements and to process documents as they are signed. Each document is scanned during your signing appointment and the originals are placed in a fire-resistant, water-resistant envelope. You will leave with your original documents, with instructions for their safekeeping. You will also receive an electronic copy by email. Your deed (if you own real estate) will be recorded electronically during/following your appointment. In certain counties, it may even be processed before you leave. In other counties, it can take as many as a few hours or a day or two to receive confirmation that your deed has been recorded. Electronic recording is far superior to the old way of recording deeds by mailing them to the County Recorder which commonly results in weeks or months of delays and repeated rejections over varying document requirements and/or cost calculations.

At the conclusion of your Signing Appointment, you will receive (among other things), additional funding instructions, as appropriate, describing the trust funding items left to be completed to ensure that your estate plan is fully implemented. Look ahead to the Trust Funding Phase to learn about this final - but critical - step.