Rethinking the Notary: The Book I Wrote for Your Dream Clients, Not for You

I've written a lot of resources over the years aimed directly at notaries, and this one is different, so stick with me here.

My newest book, Rethinking the Notary, isn't written to you. It's written to the estate planning professionals you want to work with, the attorneys and paralegals and legal document preparers and trust companies who are sitting on more business than they can handle and don't yet realize you're the answer.

And that's exactly why I'm so excited about it for you!

What the Book Actually Does

The full title is Rethinking the Notary: The Estate Planning Professional's Guide to Partnering With Credentialed Notaries to Expand Reach, Reduce Risk, and Deliver an Exceptional Client Experience, and every word of that subtitle is doing real work.

The book makes a case that most estate planning professionals have never seriously considered, that the credentialed mobile notary is the most underutilized asset in their entire practice.

It walks them through the bottleneck they don't see yet, the hours they're burning on signing logistics when their highest and best use is the work only they can do. It lays out the liability exposure they've never thought about, like what it means when their own employee notarizes the documents they drafted, and what a contesting attorney looks for first when a will or trust gets challenged.

And it introduces them to the modern notary, the trust delivery agent and estate signing specialist who assesses capacity, catches certificate errors, safeguards the signing, and carries their firm's reputation into homes and hospitals they'll never step into.

It's a short read with long-term impact, the kind of thing an attorney can finish in one sitting, and it's designed to start a conversation, YOUR conversation.

Why This Changes How You Market

Every notary I've ever coached has run into the same wall when they try to break into estate planning work. You reach out, you share your value, you follow up, and you're still fighting to be seen as more than a stamp. The credibility gap is real, and closing it one cold message at a time is exhausting.

This book closes that gap faster for you.

When you hand an estate planning professional Rethinking the Notary, you're not pitching yourself anymore. You're transferring credibility.

The book opens the front matter with a line I love: "You were handed this book on purpose."

There's a page right up front where your name goes, presenting you as the professional who invested in this level of education and service.

Jon Braddock , CEO of My Life & Wishes, wrote the foreword, and the whole book is built to make the introduction for you so you can walk in as a peer instead of a vendor.

That's a completely different kind of marketing!

Connecting On a Deeper Level

The heart of this book, and honestly the heart of the work we do, is in the stories.

There's a chapter about a man's last appointment, a home full of family and food and balloons, with me, as the notary, carrying the firm's care to his side when the plan was executed.

There's the elderly gentleman I couldn't notarize because he wasn't a candidate, and how that refusal protected both the client and the attorney.

These are the moments that show estate planning professionals what you actually bring to the table, that you're a front-line safeguard at the moment that matters most.

We're not just for convenience, rubber stamps, and signatures.

That's the relationship this book helps you build. Not a one-off transaction, but a partnership rooted in shared standards and mutual trust that generates referrals in both directions and raises the quality of every client experience.

How To Put It To Work

The book is available now, and it's built to be a tool, not a trophy. Read it first because I'm setting the bar high.

Then, hand it to the attorneys, paralegals, and estate planning firms in your market.

Add it to your office pop-ins and drop-ins. Leave it behind after a signing. Give it to the professionals you've already been trying to connect with, because there's a good chance one of them is ready for exactly this conversation.

The families you'll both serve will be better for it, and so will your business.

The book is available in three formats: Kindle, Audible, and paperback.

I've also created marketing bundles for those who are ready to blaze the trail inot the next era of estate planning professional relationships.

Learn more about the book & bundles here