Become a Certified Notary Trust Delivery Agent
Secure your future and build a thriving business helping the public and estate planning professionals deliver and execute living trust documentsGet Certified
Help MORE people when they need you most. Trust Delivery Agents present and notarize some of the most important paperwork in people's lives.
Presenting living trust packages is a bundled service that often commands higher fees than standard GNW or loan signing appointments.
Imagine a world with no signing services, no printing, and fully prepped clients that appreciate your time, expertise, and personality.
"I am excited for what this certification training is going to offer to the notary community! It was well executed and looks very professional."
New Trust Delivery Agent
The Most Comprehensive Estate Planning Training for Notaries in the Industry
This groundbreaking training will guide you to the next phase of your notary career, as a Certified Notary Trust Delivery Agent (CNTDA). A Trust Delivery Agent is a credentialed notary that has undergone advanced training and testing to better serve the public and estate planning professionals in the skillful presentation and execution of trust documents.
Module One: The Notary Trust Delivery Agent Opportunity
Estate planning is on more American minds than ever, and there over 200,000 specialized attorneys eager to serve them (and hire you to help).
Module Two: How to Get Trust Delivery Clients
We show you exactly how to use your certification to build relationships with professionals that can hire you as a trust delivery agent, plus we show you how to help the public.
Module Three: Signing Table Mastery (Documents, Rapport, and More)
You'll love the practice documents we provide, along with exact scripts on how to briefly describe them. Full mock signing provided!
Module Four: Industry Ethics
This unified code serves as a base for the professional conduct of all Certified Notary Trust Delivery Agents, outlining the ethical framework that guides their services and business practices.
Frequently Asked Questions About the CNTDA Program
Do you accept payments for this program?
Is there an annual recertification requirement?
How much do notaries get paid as trust delivery agents?
Does this program teach us how to prepare legal documents?
Is this program included in NBB membership?
I already know how to present trust documents, how will this program help me?
How many times can I take the test if I don't pass?
Is there a badge or certificate for graduates?
Attorney Advisory Board
We wanted to build a program that created graduates that estate planning professionals would be confident to hire for their trust delivery work. That's why we worked with a team of attorneys and paralegals to construct the Certified Notary Trust Delivery Agent program. Now, through our directory partner, Gotary, estate planning professionals find and hire our graduates.
The cost of the CNTDA program is a one-time investment. Once certified, after taking the course and passing the exam, you are certified for the duration of your notary career. Unlike many certification programs, we offer detailed business development strategies that help you identify and connect with your ideal clients so you can build a business that thrives.
No More Reliance on the Housing Market
Break free of the cyclical reliance on mortgage interest rates and home sales. There is an estimated 100+ million Americans without an estate plan, that need an estate plan, no matter what the economy is doing.Become a Trust Delivery Agent