Course curriculum

    1. Notary Training Hub Disclaimer

    2. Welcome to the Course

    3. Lets set some Goals

    4. Lets stay connected

    1. Why Estate Planning & Trusts

    2. Estate Planning Terms- Flashcards

    1. Learn Documents - Wills | Trusts | POA | Healthcare Directives

    2. Simple WILL Sample

    3. Testamentary Trust Will Sample

    4. Pour-Over Will

    5. Living Trust Sample

    6. Special Needs Trust Sample

    7. Charitable Trust Sample

    8. Durable Power of Attorney Sample

    9. Limited Power of Attorney Sample

    10. Medical Power of Attorney Sample

    11. Advance Healthcare Directive Sample

    1. Working with Attorneys

    2. Attorney outreach scripts

    3. Estate Planning Collaboration

    1. Marketing & Fee Structure

    2. Marketing Plan

    1. How to Notarize: Power of Attorney

    2. How to Notarize a Will

    3. Learn how to set up your Google Business page

    4. Use Google Business Page to get leads

    5. Watch a video replay of a GBP audit with Amber

    6. Intro to Ai for Notary Business Owners

    7. Ai for Notaries - Chat GPT Prompt Flashcards

    8. Notary Website Development

    9. Optimized Notary Business Website Checklist

About this course

  • 36 lessons

What You'll Learn:

Our expert instructors will guide you through each step, ensuring you have the knowledge and confidence to handle estate planning appointments efficiently and professionally.

  • Understanding Estate Planning: Gain in-depth knowledge about the importance of estate planning and the role of a notary in this process.

  • Key Documents: Learn about the essential documents involved in estate planning, including wills, trusts, power of attorney, healthcare directives, and more.

  • Client Interaction: Master the art of client interaction, ensuring clear communication and understanding of their needs.

  • Legal Requirements: Get acquainted with the legal requirements and best practices for notarizing estate planning documents.

  • Marketing Your Services: Discover effective strategies to market your estate planning services and attract clients.

  • Pricing and Fees: Understand how to price your services competitively and ensure a profitable business model.

Outcomes of Taking the Course:

  • Increased Income

    Learn how to charge $150-$250 per estate planning appointment, significantly boosting your earnings.

  • Professional Growth

    Expand your business offerings and position yourself as a go-to expert in estate planning within your community.

  • Certificate of Completion

    Receive a certificate of completion to add to your credentials, enhancing your credibility and showcasing your expertise to clients.

Pricing options

Choose between 2 pricing options to fit your budget.

Instructor(s)

Amber Gist

Notary Educator

Notary Educator and Coach at The Notary Training Hub.

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