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Trust & Estate Planning Notarizations
Trained and Certified
At Soroka Notaries, we are proud to be certified Trust Delivery Agents, having completed the highly regarded certification program offered by Notary Coach. This certification demonstrates our dedication to excellence in notarial services, particularly in trust delivery, ensuring that we provide the highest level of expertise and professionalism to our clients.
The certification process is thorough and involves an in-depth review of essential legal documents, including trusts and estate plans. We are trained to understand not only the content of these documents but also their legal significance, which enables us to confidently guide our clients through the often complex process of trust delivery. Our training includes the use of carefully crafted scripts designed to clearly communicate key details, ensuring that your clients fully understand the documents they are signing and their long-term implications.
One of the more challenging aspects of this certification is the rigorous quiz, which requires a minimum passing score of 85%. This high standard ensures that only those who are thoroughly knowledgeable and skilled in trust delivery can earn the title of Trust Delivery Agent. We are proud to have met and exceeded this benchmark, reflecting our commitment to delivering superior notarial services.
Comprehensive Estate Planning Services
In addition to our certification, Soroka Notaries has exclusive access to My Life & Wishes, a secure estate planning vault widely used by attorneys for storing and organizing important estate planning documents. This invaluable resource enhances our ability to provide comprehensive estate planning services, offering our clients a reliable and secure platform for managing their vital documents.
Moreover, we believe that education is an ongoing process, which is why we benefit from continuous learning and support through the Notary Business Builder website. This access keeps us updated on the latest industry practices, legal requirements, and client communication techniques, allowing us to provide an unmatched level of service. Whether it’s staying informed about changes in the legal landscape or fine-tuning our communication strategies, we are committed to staying at the forefront of the notary profession.
At Soroka Notaries, our goal is to offer not just standard notarial services but to be a trusted partner in the estate planning process, providing clarity, expertise, and security to every client we serve.
