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.