This is How You Build Partnerships With Estate Planning Professionals
Rethinking the Notary is written for estate planning professionals to showcase what it is like to work with a trained and credentialed notary.
This book makes a promise to these professionals that there are notaries who are skilled and compassionate, willing to go the extra mile to help their firms thrive because they understand a thriving firm means a thriving notary practice too.
Notaries, use this book as your guide to service level enhancements and as a marketing tool to help show your dream clients what's possible when they partner with you.
To make that easy, I've created a full Estate Planning Partner System with bulk orders of the book. Explore it all below.
Get the Kindle Edition for .99 Cents
This Book is a Little Different.
It's written for estate planning professionals like, attorneys, paralegals, trust officers, and not directly to notaries, though notaries will get a lot out of it too.
It makes the case for one of the most overlooked partnerships in estate planning: The credentialed notary who's already in the homes, hospitals, and communities where their clients are.
I recommend you read the book first, get a feel for its message and quality content, and then choose one of the marketing packages below to start new and emboldened conversations with your dream prospects.
Get the Bundle: The Estate Planning Partner System
Become the Notary That Estate Planning Firms Actually Want to Work With.
25 copies of Rethinking the Notary, the book that makes your introduction for you, plus the complete toolkit that turns those books into actual estate planning relationships. One kit, one clear outcome: Your first, or next, estate planning partner in 90 days or less.
This is THE BEST DEAL!
All for just $11 per book! The lowest price per copy available anywhere, and everything else comes with it.
Get the Entire System For Just $275
Why a Book Changes Everything
A Business Card Gets Glanced At... A Book Gets Read.
You already know how hard it is to get an estate planning attorney's attention. You leave a card, you send a message, you hope they remember you the next time a signing comes up. Most of the time, they don't.
Rethinking the Notary was written to flip that whole dynamic. It's a published book that makes the professional case for working with a credentialed notary, and it does that work for you, sitting on a desk, getting picked up on a slow afternoon, getting passed down the hall to a colleague.
When you hand an estate planning professional a published book with your name in it, you've already separated yourself from every other notary who ever dropped off a card.
But here's the part most people miss- The book opens the door. What you do next is what builds the relationship, and that's exactly the part nobody has ever shown notaries how to do.
That's why this isn't just a box of books. It's a complete system for turning them into partners.
Let's Talk Numbers First
The Math Makes the Decision Easy.
Rethinking the Notary sells for $29.99 a copy on Amazon. 25 copies at retail is just under $750 for the books alone.
Through the Estate Planning Partner System, you get those same 25 copies for $275. That's $11 a book, the lowest per-copy price available anywhere, and there's no quantity that gets you closer to the actual print cost.
Then every tool you need to actually use those books: The guides, the frameworks, the templates, and the ninety-day plan, comes with it at no additional charge.
You're getting the marketing system free and saving on the books at the same time.
Everything in the Bundle
Built to Be Used in Order, From Opening the Box to Your First Partner.
The Centerpiece
Rethinking the Notary
The book written specifically for estate planning professionals, making the case for partnering with a credentialed notary. This is your introduction, your credibility, and your foot in the door, all in one.
×25 Paperback Books
Bonus # 01
The Leave-Behind Strategy Guide
How to use your book, sticker, and bookmark as one professional system, with seven deployment scenarios and the exact scripts for each.
Bonus # 02
The Prospecting Guide
How to find the right estate planning professionals in your market, including an AI prompt that builds your prospect list and a research method that gets you in the door.
Bonus # 03
The Chemistry Check Meeting Framework
A complete meeting design for the first conversation, with the questions to ask, what to listen for, and how to close, so you walk in as a peer, not a vendor.
Bonus # 04
The Professional Notary Standards Checklist
A six-section self-assessment that shows you exactly where you stand against the standard the book describes, and turns your gaps into a clear development roadmap.
Bonus # 05
The 90-Day Action Plan
Your roadmap from opening the box to your first active relationship, built around a simple daily routine you repeat until the partnerships take shape.
Bonus # 06
Customizable Bookmark & Sticker Templates
Brand the book as yours. Customizable templates for the gift-page sticker and bookmark, ready to personalize with your name, credentials, and a QR code.
Why This Works
Two Reasons This is the Smartest $275 You'll Spend on Your Business This Year.
Reason One
The Economics Already Make Sense.
Even if you only ever used these as books, you'd be buying twenty-five copies at $11 each instead of $29.99. You're saving nearly $475 against retail before a single guide enters the picture.
Every book you place is a marketing asset working on your behalf. At $11 a copy, the return on a single new attorney relationship dwarfs what you paid for the entire system.
Reason Two
The Book is Only Half the Job.
Handing someone a book feels great. Knowing what to say next, how to follow up, how to run that first meeting, and how to turn it into steady work is the part that actually pays.
That's the entire reason the system exists. Every guide, framework, and template answers the question most notaries get stuck on: now what? You're never left holding a book with no idea how to use it.
Bill Soroka
Author, Rethinking the Notary
"After fifteen years in the field and more than a decade training notaries across the country, I built the exact system I wish I'd had when I started breaking into estate planning work."
Get Started Today
Your First (or Next) Estate Planning Partner Starts With One Bundle.
Everything you need to walk into the estate planning market with a published book in your hand and a clear plan for what to do next.
25 books + All 5 Guides + Templates
$275 $749
Plus, you get the absolute LOWEST PRICE PER BOOK at Just $11 each & Everything Else Included (Even Shipping)
Other Ways to Get the Book
The Ten Book Bundle
Don't worry! We'll still include the five guides from the full Estate Planning Partner System with your order. We want you to succeed! (Averages $15 per book)
$150.00 USD
Single Copy and Other Formats
You can purchase a single paperback copy at full retail price of $29.99, or the Kindle edition, or the Audible version directly on Amazon.
Questions, Answered
