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Three Reasons Notaries Need to Adopt & Adapt to Trust Work

If you haven't noticed, I've shifted a lot of my attention and training towards attorneys, and in particular, estate planning attorneys.

Why do you think that is?

It's not because I hate loan signings now.

It's not because I think loan signings are going way for good.

I love loan signings and I know that people will always be buying, selling, and refinancing real estate.

But not at the volume we saw from 2020-2022.

A few ticks off the prime rate isn't going to spark a surge in refi's, so don't bank on loan signings alone.

You have to diversify.

That's what I started doing in December 2021. I saw the writing on the wall. And I wanted my phones to keep ringing.

So I did what I do. I connected some dots. If there were still millions and millions of documents being notarized, EVEN WITHOUT LOAN SIGNINGS, then where were they?

Guess what.

Three truths about the shift to estate planning documents:

  1. There's about 100 million Americans that need an estate plan/living trust but don't have one...
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Peak Signing Agent Podcast with Derek Van Otten

New podcast episode released: If you're a mobile notary and loan signing agent feeling the pinch as mortgage signings slow down after the pandemic surge, you're not alone. Still, even as the market normalizes, more opportunities have been revealed for notary entrepreneurs.

Laura Biewer and I (and Jen Neitzel in spirit) were guests on the Peak Signing Agent podcast with Derek Van Otten and shared about the new adventures in the estate planning field delivering living trust presentations.

Appointments like this have the potential to replace even your most lucrative loan signing months (with no printing expenses!).

You can watch/listen on YouTube, or anywhere you like to listen to podcasts. 

 

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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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