Trust and Estate Planning Services
by SD Signings (619) 442-8585
Experienced in Estate Planning & Trust Document Notarization
By choosing SD Signings for your estate plan notarizations, you’re choosing a great experience at the signing table. We are streamlined, efficient, and precise. With thousands of transactions of experience you can depend on quality and accurate work. Consider SD Signings when its time to coordinate your documents so that you can feel confident that your notary transaction was handled with care.
Streamlining Estate Plans with SD Signings Notary
SD Signings Notary can notarize your trust.
SD Signings can work directly with you or your law firm for the notary of your living trust, trust agreement, or other trust documents. We are skilled in the notarization of all these items.
A trust is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. –Fidelity.com
The State Bar of California describes a “Living Trust” (sometimes called an “inter vivos” or “revocable” trust) as follows,*
a written legal document that partially substitutes for a will. With a living trust, your assets (your home, bank accounts and stocks, for example) are put into the trust, administered for your benefit during your lifetime, and then transferred to your beneficiaries when you die. -The State Bar of California
Other trust documents often requiring notary
Other common trusts include irrevocable trusts, charitable trusts, asset protection trusts, special needs trusts, totten trusts, tax by-pass trusts, and Bridge Trusts.
Acting persons or capacities within a trust that may need a notary.
A “trustor” or “settlor“, is the person who creates a trust. This person has usually worked alongside a qualified attorney to draft the documents according to their wishes, for the sake of themselves, others, and future beneficiaries of their assets.
A “trustee“, is the person who manages the trust, specific assets, or roles within the trust. Married couples will usually act as “co-trustees“, being available to execute full or partial powers of the trust according to their specific documents.
A “successor-trustee“, is often a person succeeding the trustees to manage the trust when the initial “trustees” are no longer able to act usually bc on incapacity or death.
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SD Signings Notary can notarize your estate plan documents.
We provide our law firms and clients with great pricing concerning estate plan notarization. We have an understanding of the notary process for estate planning transactions. We look forward to serving you as a notary when you sign these papers.
An estate is described as everything that you own. Everyone has an estate of some sort. Estate planning is creating a plan for your estate in advance. It typically entails planning for yourself, your property, your children, your finances, your care upon disability, and many other aspects of your life, and after your death. Estate planning is a common practice to make sure that all of the most important things in life are cared for. SD Signings provides notarization for estate planning documents. We streamline the process of notarization for law firms and their clients when it’s time to sign documents. We can meet at the place of your choosing by appointment, whether home or work, day or night.
Common Estate Planning Documents that are notarized
The “Certification of Trust” is a document that may provide limited but essential information about your trust. It can be given to banking institutions, brokerages, escrows, or third parties, while the document still provides privacy to other specifics of the trust itself.
The “Durable Power of Attorney“, a document often use to designate an agent to act on someone’s behalf (principal) concerning financial matters, even after they become incapacitated. This may include matters of banking, real estate, and/or business on behalf of the principal as indicated on the document.
The “Declaration of Trust” also known as a trust instrument helps to create the trust.
The “Advance Health Care Directive” is a document that touches on the matters and intentions of one’s decisions health care wishes concerning treatment, especially for end of life decisions.
The “HIPAA Waiver” or “Authorization for Use and Disclosure of Protected Health Information” documents may allow someone’s health care individual be disclosed to a third party as indicated within the document.
The “Assignment of Personal Property” mimics it’s name in assigning any personal items into a trust.
A “Grant Deed to Revocable Trust” is often signed and recorded with the county to move a property within the revocable trust.
Please note, California law does not allow us to draft documents or provide legal advice as we are not attorneys. Please consult a qualified attorney for a great estate planning experience.