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Trust & Estate Documents

Documents we notarize → Trust & Estate Documents

Trust & Estate Document Notarization in Your Area

Living trusts, irrevocable trusts, amendments and the rest of an estate plan —
notarized at your kitchen table, your attorney’s office or a care facility, anywhere in Your Area.

From $15 per notarized signature
Travel fee $50 · $65 hospitals
Multi-signature packages welcome

What you need to know

Which estate documents we handle

An estate plan is rarely one page. It usually arrives as a stack: the trust itself, a deed moving the
house into it, a pour-over will, powers of attorney, a healthcare directive. Several of those need a
notary, and they are almost always signed together in one sitting.

That sitting is what we are built for. Our notary comes to you with the seal, the journal and enough
time to work through the whole package without rushing anyone.

Revocable living trusts

The core document. The settlor’s signature is notarized so banks, title companies and successor trustees will accept it without argument.

Irrevocable trusts

Asset protection, special needs and life insurance trusts — notarized the same way, usually alongside the attorney who drafted them.

Trust amendments and restatements

Changing a trustee, a beneficiary or a distribution. Amendments are notarized just like the original trust.

Certifications of trust

The short summary banks ask for instead of the full trust. Notarized so the institution will open or retitle the account.

Deeds transferring property into trust

Grant and quitclaim deeds funding the trust. These must be notarized before the county will record them.

Assignments and pour-over wills

Assignments of personal property, beneficiary designations and the will that catches whatever was left outside the trust.

Legal requirements

Does a trust have to be notarized?

Rules vary by state, and in many states a trust is technically valid once it is signed. In practice
that distinction rarely helps anyone. Notarization is what makes the trust usable:

  • Banks and brokerages generally will not retitle accounts into a trust that has not been notarized
  • Any deed moving real property into the trust must be notarized to be recorded
  • Title companies routinely require notarized trust documents before closing
  • A notarized signature is far harder for a disappointed heir to contest later
  • Successor trustees taking over years afterwards face fewer questions

An unnotarized trust is the kind of problem that surfaces at the worst moment — when the person who
signed it is no longer able to sign anything. It costs very little to remove that risk now.

Signing at the attorney’s office

Many estate planners prefer to walk the client through the package themselves. We come to the office and handle the notarial side.

Signing at home or bedside

Where mobility, health or timing is an issue, we come to the house, the hospital or the care facility instead — including evenings and weekends.

Before we arrive

What to have ready

Have ready

  • Valid government-issued photo ID for every person signing
  • The complete document set, unsigned, with all exhibits and schedules attached
  • Both spouses present if it is a joint trust
  • A rough count of how many signatures need notarizing — it drives the total
  • Any witnesses your attorney asked for, in addition to the notary
  • A table and decent light. Estate packages take longer than a single form

Common mistakes

  • Signing pages in advance to “save time” — those pages have to be reprinted
  • Leaving the deed out of the appointment and discovering later the house was never funded into the trust
  • Missing exhibit pages or an unfilled schedule of assets
  • Booking a 20-minute slot for a 60-page package
  • Assuming the notary will confirm whether the trust is drafted correctly — that is the attorney’s role

We notarize signatures. We do not draft trusts, choose between trust types or advise
on tax consequences. If your plan has not been drafted yet, speak to an estate attorney first.

Trust and estate questions

Frequently asked

How much does it cost to notarize a full trust package?

Cost tracks the number of notarized signatures — from $15 each, with the per-signature
maximum set by state law — plus one flat travel fee of $50 to a standard address or $65 to a hospital
or care facility. A typical estate package has several notarized signatures, so tell us roughly what
is in the stack and we will quote the whole thing before we come out.

Can you notarize a trust amendment without the original trust?

Yes. We notarize the amendment in front of us; we do not need to see or verify the original
trust document. Bring the amendment complete and unsigned.

Both spouses have to sign — do we both need ID?

Yes. Every person whose signature is notarized needs their own valid government-issued photo
ID, and each must be present. A spouse cannot sign for the other, even with permission, unless there
is a power of attorney that covers it.

My parent is in a care facility. Can they still sign?

They can, provided they are awake, alert, understand what they are signing and can communicate
with the notary directly. We do these visits regularly and we are patient about them. If the signer
cannot demonstrate understanding, or appears to be under pressure from someone else, the notary is
required to decline — which protects your family as much as anyone.

Can you also notarize the deed that funds the trust?

Yes, and it is worth doing in the same appointment. See
real estate documents — grant and quitclaim
deeds must be notarized before the county recorder will accept them.

Do you bring witnesses?

Some documents in an estate package — a will in particular — call for witnesses in addition to
the notary, and a witness generally cannot be a beneficiary. Tell us when you book and we can bring
them.

Related services

Our notaries are not attorneys. We cannot give legal advice, or help you choose,
prepare or complete a document.

Signing your trust this week?

Tell us how many signatures are in the package and where you are in Your Area. We’ll
quote the whole appointment up front and bring everything needed to finish it in one visit.