Estate Planning Notary

Documents we sign

• Last wills and testaments
• Revocable and irrevocable trusts, and trust amendments
• Durable powers of attorney (financial) and healthcare surrogate designations
• Living wills and advance healthcare directives
• Guardianship nominations and related planning documents
• Deeds transferring property into a trust

How we work with your attorney

Most estate plans arrive with signing instructions from the drafting attorney: which documents need witnesses, which need a notary, the order of signing, and how the originals travel back. We follow those engagement instructions to the letter, and we keep the attorney informed if anything at the signing needs their attention.

For families arranging a signing directly, we can still coordinate with your attorney's office and, when you book in advance, arrange the witnesses your documents require, subject to availability.

Signings at home, in the hospital or in a care community

Many estate planning signings happen where the signer is: at home, in a hospital room or in an assisted-living community. We allow extra time, speak plainly, and pay attention to what Florida law requires of a notary in these settings: the signer must appear before the notary, in person or through an authorized remote online session, must present valid identification, and must appear to understand the nature and effect of the document and be willing to sign it.

If a signer cannot meet those requirements on the day, we will pause the signing and tell you why. That protects the document from later challenge.