Trust/Estate Planning Delivery Services

Service Description

As a Certified Notary Trust Delivery Agent, we work closely with attorneys and other legal professionals to ensure the secure and timely delivery of trust and estate planning documents. Our role is to facilitate the accurate delivery, filing, and recording of essential documents, while ensuring compliance with legal requirements and deadlines. Our Services Include: Trust Documents: A Trust is a legal arrangement in which a trustee holds and manages assets on behalf of beneficiaries. We ensure the proper delivery of trust agreements, trust amendments, and related documents to the designated parties. Wills: A will is a legal document outlining a person’s wishes regarding the distribution of their assets after death. There are several types of wills, including simple wills, living wills, and testamentary wills. We deliver these documents to the necessary recipients in compliance with legal standards. Power of Attorney: A Power of Attorney (POA) grants a designated individual the authority to act on behalf of another in legal or financial matters. Various types of POAs include General, Durable, Limited, and Medical POAs. We ensure these documents are accurately delivered and acknowledged. Advance Health Care Directives: These are legal documents that allow individuals to specify their health care preferences in the event they become incapacitated. We manage the delivery of these directives, ensuring that medical professionals and designated family members are properly notified. Please note that while Certified Notary Trust Delivery Agents are here to assist with the secure and timely delivery of your trust and estate planning documents, we are not attorneys and cannot offer legal advice. We strongly encourage you to seek qualified legal counsel to ensure your estate planning needs are met with the appropriate guidance and expertise. Your peace of mind and the proper handling of your estate are our top priorities, and legal professionals can provide the advice necessary to make informed decisions. Please call or use our contact form to discuss how we can assist you with your specific trust/estate planning requirements.