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Become a Certified Notary Trust Delivery Agent

Are you ready to deliver more than documents and notarization? As a Trust Delivery Agent, you'll also deliver peace of mind to the families you help and the estate planning professionals you support. 

Here's what you'll get in the CNTDA program:

  • 45+ on-demand lessons to help you understand & describe the documents, cultivate relationships with estate planning professionals,  AND get more customers
  • Practice documents and the scripts to study on your way to mastery
  • Access to the final quiz (pass with an 85%)
  • Official CNTDA badge and certificate of completion (Digital and verifiable on blockchain)
  • Lifetime Listing on Gotary.com, the directory of the world's best notaries
  • Lifetime legacy vault account with My Life & Wishes (the same vault estate planning attorneys use for their clients)
  • Bonus Training: "Mondays with Maloney" call with owners of nationwide estate planning firm
  • Bonus Training: The "Momentum" call with Jon Braddock, CEO of My Life & Wishes, the premier online legacy vault used by estate planning professionals

There's absolutely NO RISK! We offer a moneyback guarantee. If you're not satisfied and absolutely blown away by what you learn and where you'll go as a Trust Delivery Agent, we'll give you all your money back! Simply send us an email to [email protected] within 30 days of your purchase. No hard feelings!

But here's the thing...

We know you're going to love it! This is the most comprehensive estate planning training for notaries in the industry. It goes WAY above and beyond document training. That's important, of course, but what good is another certification if you don't know how to use it to kick down the doors of your dream customers and help more people? 

That's what the CNTDA program offers. At your fingertips, you'll have access to training that not only builds your confidence with signing table mastery, but also gives you specific strategies for aligning with collaborative attorneys and estate plan companies that move you from vendor to partner. 

You have nothing to lose and everything to gain. Fear no quiet phones again. There's 180 million Americans that need an estate plan that don't have one...yet. 

It's a big pie. Come get a slice. 

What People Are Saying:

I’m excited to start learning this new opportunity!

J. R.

I passed the exam! Thank you Bill, Laura and Jen for a fantastic course! I feel more secure in approaching attorneys to perform these types of signings now. The only thing left to do is to update my Gotary listing!

M. B.

Fantastic information and ideas. Thank you so much!

F. G.

I am glad I found this program. Can't wait to get started. The instructors are amazing and they truly care about their students. They are always there to help you on your journey to success. Another game changer

G. G. S.

This is great! Bill, Laura, Jen... Thank you for creating this course.

K. S.

Thank you for putting this course together. Most importantly, this Ethics Module. There is such a fine line between unauthorized practice of law and helping clients understand the basics and importance of what they are presented with.

S. T.

I can see that you guys went all out in creating the contents of the course. I am so blown away with how you anticipate and covers all possible areas. The examples and downloads are so on point, I truly appreciate how thorough this course is. Excellent work!!

D. J.

I have been doing Estate Planning work for years but after reading your Beyond Loan Signings I knew I had to join this training

K.K.