Become a Certified Trust Delivery Agent

The Top Five Reasons to Become a Certified Notary Trust Delivery Agent

The Top Five Reasons to Become a Certified Notary Trust Delivery Agent

I collaborated with two of my favorite friends and colleagues, Laura Biewer and Jennifer Neitzel, to create the Certified Notary Trust Delivery Agent program (CNTDA) for three main reasons: 

  1. With the slow down in refinance/mortgage transactions, notaries needed another source of revenue.
  2. Even though we've been advocating for the shift to estate planning and living trust presentations for two years, most notaries didn't make a move because they didn't know how to do it. 
  3. And, after talking to hundreds of estate planning professionals and attorneys, it was clear there was a major gap in three arenas that had to be addressed: Awareness, Skill, and Communication. 

The Certified Notary Trust Delivery Agent program bridges all three of those gaps with the industry's most comprehensive training and certification program designed just for notaries. 

The notaries that take the course and...

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