Before scheduling your Estate Planning Ceremony, you will need to finalize your Estate Plan with an Estate Planning Attorney. 

Estate planning isn't for the ultra-wealthy. Most people need more than just a will. The core estate planning documents are just a few documents you should be familiar with as you start thinking about planning. To explore all of the estate planning documents that you will need in your specific situation, we highly recommend seeking the services of an extremely knowledgeable and competent estate planning attorney to draft a thorough and comprehensive estate plan portfolio, no matter the size of your estate. 

Wills and Estates is a highly complex area of law and estate plans often end up in litigation upon the testator's death. Complications arise when a party drafts his or her own will or other estate planning documents, without the assitance of an attorney, and comes to a notary for assistance. 

NotaDoc is not an attorney and will not assist with drafting legal documents or give legal advice. Check out these blogs explaining the top reasons why you should hire an Estate Planning Attorney: Click Here

If your estate planning attorney is currently not working with NotaDoc, please feel free to introduce us, so we can work together to assist you with your estate planning ceremony. 

Contact: Sandra - Notary Transaction Manager

Email: notary@mynotadoc.com

Phone/WhatsApp Number: +1(407) 733-2319

What is NotaDoc's Role in the Estate Planning Ceremony

An estate plan, unlike almost any other legal documents, must be executed in a special ceremony before it is valid. Why? Because unlike other legal documents, if there's ever a dispute about what the documents mean, the testator will not be there to explain what he or she intended for their estate. The estate planning ceremony entails a series of safeguards to make sure that the estate plan is genuine and valid. Any mistakes in the estate planning ceremony can potentially invalidate the estate plan. The laws regarding the proper execution of an estate plan vary state to state.

NotaDoc will coordinate and schedule an estate planning ceremony with a trusted notary and impartial witnesses. All of NotaDoc's estate planning notaries go through a special in-house training on how to conduct and properly execute an estate plan in accordance with their state laws.

Schedule Your Estate Planning Ceremony with a trusted NotaDoc Notary

Store your Estate Plan Portfolio in a Safe Place and Periodically Review Your Estate Plan with your Attorney

After Your Estate Planning Ceremony, put your estate plan portfolio in a safe place and make sure your loved-ones know where to find it when the time comes. Also, give yourself a pat on the back because you have taken an important step to take care of your family!

Your estate planning attorney may request a copy of your executed estate plan to keep for their records and to triple check that the notary blocks have been executed correctly for your protection. Our notaries have the capability of scanning your estate plan on-site to be sent to your attorney. 

As your life changes, your estate plan must adapt. Perhaps you move to a new state. Maybe you have a child and then some more children. The your children grow up and have children of their own. Throughout, perhaps you marry or divorce. Your financial situation significantly changes. All these life events, and many more, necessitate changes to your estate plan. It is imperative to periodically review your estate plan with your attorney to determine if your plan needs a tune-up and to perform a tune-up.

Thank you for choosing NotaDoc during life's most important moments. We look forward to executing your estate planning ceremony.