We've Moved!
The Certified Notary Trust Delivery Agent Program is now Exclusively Available on the Skool Platform.
Did you know that EVERY living trust package, in EVERY single state, requires 6-8 notarizations (or more)? An Attorney is NOT required, but a notary IS required!
AND, the typical fees for "trust delivery" average $125-$250 per appointment!
GET CERTIFIED on SKOOL
Any Questions?
Please direct all questions to [email protected].Â
The Certified Notary Trust Delivery Agent Program
Differentiate From The Rest
This 4-module program will teach you everything you need to know to deliver a living trust whether the attorney is present at the table or not, and build a prosperous business you can be proud of. You’ll learn how to:
- Briefly describe most estate planning documents, including those of the living trust
- Avoid unauthorized practice of law
- Make contact with new attorney prospects
- Elevate the value you bring to law firms
This is not only the detailed document training you're craving, but also the MARKETING STRATEGIES no one else is teaching so you can get more clients and make more money.Â
Are You Ready To Take Advantage of the Next Big Boom For Mobile Notaries?
What's Included In The Training Program...
MODULE 1
The Notary Trust Delivery Agent Opportunity
It's estimated that somewhere between 30 million and 180 million American adults need an estate plan. Here's what that means for a notary:
- EVERY living trust requires 6-8 notarizations or more
- Both attorneys AND the general public NEED notaries for this work
- MORE and YOUNGER people are understanding the need for estate planning documents
- Trust delivery fees for notaries average $125-$250 per appointment
You’ll finish this lesson with a total understanding of why NOW is the perfect time to become a trust delivery agent and HOW you can make more money helping MORE people.Â
MODULE 2
How to Get Trust Delivery Clients
The majority of this program is focused on how to get more clients. We teach 14 lessons that will:
- Enhance your online visibility so prospects can find you in search engines
- Give you the exact scripts to reach out to estate planning attorneys via email, text, and direct messages
- Allow you to cultivate deeper relationships with your signers AND your clients as you grow your business
- Help you stand out in a sea of sameness with strategies that elevate you from notary vendor to marketing and referral partner for estate planning firms
You’ll finish this lesson knowing exactly what you need to do and what you need to say every day to gain new clients and earn revenue as a trust delivery agent.
MODULE 3
Signing Table Mastery (Documents, Rapport, and More)
The best way to earn REPEAT clients is to do the job correctly in the first place. That's what Module Two is all about. In this lesson, you’ll learn:
- The different types of estate planning and Living Trust documents
- How to briefly describe documents and avoid unauthorized practice of law
- Proper etiquette and procedures for orchestrating trust delivery appointments both WITH the attorney present and WITHOUT an attorney (You got this!)
You’ll finish this lesson with total confidence on how to facilitate a trust delivery appointment.
MODULE 4
Industry Ethics
Helping people plan their end-of-life or incapacity is a labor of love and passion. It's important we all work within ethical boundaries. In this lesson, you’ll learn:
- The CNTDA code of ethics
- The best practices for maintaining privacy and professionalism
- Avoid the Unauthorized practice of law (UPL)
You’ll finish this lesson with a renewed appreciation of the role you play in your client's lives & legacies.
This Training Program Is For You If...
- You appreciate detailed, "no-fluff" document training with specific scripts for brief descriptions of documents
- You want prospects to find you for their estate planning notarizations when they do a "Google" search
- You want to replace your lost loan signing revenue by earning up to $250 per appointment
- You love helping people on both their worst days AND their best days
- You want to differentiate with a certification and a particular set of skills that most notaries do not have
- You're looking for a way to build deeper relationships with estate planning attorneys
9 days after getting my CNTDA credential- I now have 3 direct estate attorneys who have selected me to be their dedicated notary to conduct their delivery ceremonies in my area.
-Â Dean
The instructors are amazing and they truly care about their students. They are always there to help you on your journey to success. Another game changer!
-Â Geneva
Very comprehensive and presented in a clear and concise manner. I have done a few Living Trust signings and have my own Living Trust plan, but I learned so much information I did not know I needed to know!
-Â Louise
GET STARTED TODAY!
Become a Certified Notary Trust Delivery Agent (CNTDA)
The CNTDA Program is Now on Skool!
REGISTER FOR CNTDA on SKOOLNo More Reliance on the Housing Market To Make Your Phone Ring
Break free of the cyclical reliance on mortgage interest rates and home sales. There is an estimated 100+ million Americans without an estate plan, that need an estate plan, no matter what the economy is doing.Â
BECOME A TRUST DELIVERY AGENT