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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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