How Notaries Create Demand (Instead of Waiting for It)

One of the biggest mindset shifts I ever made as a notary entrepreneur was this:

I stopped waiting to be needed, and I started creating the need.

What do I mean by that?

Well, in the beginning, I used to sit around hoping someone would need a notary. I was at the mercy of someone else’s timeline, someone else’s emergency, someone else’s lack of preparation.

But then I discovered something powerful: When I started having conversations about estate planning, about protecting legacies, about getting important documents in place, I stopped being a reactive service provider and became a proactive resource (I did the same thing with real estate clients too).

That shift not only brought in more business, it brought in more purpose.

That’s one of the reasons I’m so excited to announce a new partner in our 3-Tier Estate Planning Referral System: AmeriEstate Legal Plan.

AmeriEstate has been helping families with comprehensive, custom, attorney-prepared estate plans since 1998. They’ve served over 45,000 clients and have built a reputation rooted in service, education, and follow-through.

And, they have a referral partnership opportunity, a program designed to help you do what you already do best: Connect, educate, and support people in your community.

Here’s how it fits into our Tiered Estate Planning Referral System:

• Tier 1: You refer to estate planning attorneys in your personal network. Because AmeriEstate includes an attorney consultation, they can fit in here too.

• Tier 2: You offer trusted, affordable alternatives for clients who need something different. AmeriEstate fits here too.

• Tier 3: You point DIY clients to a vetted online tool, earning a commission and still staying involved in the delivery process.

With AmeriEstate, you don’t just send someone to a website and hope for the best. You make a direct introduction through their secure partner portal. Their Trust Advisors follow up, you stay in the loop, and when a trust is ready to be delivered, you’re first in line for that appointment.

The referral commission is $350 per closed case. The trust delivery fee is $175 for a single person, $200 for a couple. That’s up to $550 for doing meaningful work that truly helps people.

But more than that...

It’s another way to take ownership of your business.

To build your reputation.

To serve your network.

To create opportunity, without waiting on someone else to need you.

THIS is what it means to "swim out to your ship" if it doesn't come in.

If you’re in CA, AZ, TX, TN, MD, or VA, I encourage you to explore the program. See if it aligns with your goals and the way you like to work. If it does, register. If it doesn’t, that’s okay too.

You can find the details and registration link inside the free Skool community under the Prosperity Hub: Join the free Skool community and explore here.

Not ready for a full community of notary entrepreneurs? That's okay, you can still explore and regsiter for the AmeriEstate Business Refer program HERE.