The Certification Training That Changes EVERYTHING
Estate planning work is the new "Blue Ocean" of the notary industry. There is opportunity EVERYWHERE. Millions in the public are on the verge of getting their affairs in order, and there are thousands of estate planning professionals that hire notaries every day.
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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!
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THREE MORE REASONS ESTATE SIGNINGS SHOULD HAVE YOUR ATTENTION...
OVER 200,000 ESTATE PLANNING PROFESSIONALS
It's not just attorneys that are your prospective clients. There are thousands of other prospects too! Think of legal document preparers, financial advisors, and trust companies. There are entire industries built on estate planning!
TENS OF MILLIONS OF MEMBERS OF THE PUBLIC
It's estimated that about 70% of Americans do not yet have their estate plan formed. That adds up to over 100 million people that need to get their affairs in order (which explains why there are over 200,000 EP professionals, right?)
TRILLIONS OF DOLLARS BEING TRANSFERRED TO HEIRS
It's being called the Great Wealth Transfer, where generational wealth from the Baby Boomers and others are being passed to heirs utilizing estate planning tools like Living Trusts and wills. Most of which require professional notarization!
Why the CNTDA Program?
If you're refreshing an app and praying for the next order, you're renting your pipeline.
Think about how loan signings actually work. A signing company owns the relationship with the lender and the title company. They set your fee, decide when you get paid, and blast the order to ten notaries at once. You drive across town, earn the borrower's trust, and the minute you walk out the door that relationship goes right back to the landlord.
That's why it feels like feast or famine. Interest rates twitch, the phone goes quiet, and there's nothing you can do about it. You did everything right. You studied, passed the exam, bought the printer, and signed up with every company on the list. The work still isn't showing up the way you hoped, because somebody else owns it.
CNTDA shows you how to own the pipeline instead.
Meet Dodie
She went from $40 signings 35 miles away to walking to work.
Dodie was laid off with her savings drying up. She became a notary, signed up with every signing company she could find, and watched her phone like a hawk. When an order finally came through, it paid $40 and barely covered her gas.
After CNTDA she stopped watching her phone and started meeting people at chamber events, bar association mixers, and estate planning chapters. Today she works with an attorney in the building next door. That office doesn't text ten notaries. They call Dodie, and their network sends her other work too.
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Built with 8 estate planning attorneys
They asked attorneys what a notary needs to know before they'll trust you with their client.
An advisory panel of eight estate planning attorneys from across the country reviewed this program. They gave us three answers, and CNTDA is built around every one of them.
1. Where the legal line is...
How to introduce every document and its purpose without drifting into the unauthorized practice of law. You'll know exactly what to say when a client asks, "Wait, what's this one for?"
2. What's in the package...
The trust, pour-over will, financial and medical powers of attorney, HIPAA authorizations, and the deed that funds the home. Know the package and nothing surprises you at the table.
3. How attorneys talk...
Settlor, trustor, grantor, successor trustee, funding the trust. Speak their language and you sound like part of the team from the first conversation.
Training gets you certified. Ongoing support gets you the attorney.
Relationships don't happen in a weekend. You'll finish the training in a few weeks, and building a source takes months of showing up. So we stay with you the whole way.
The CNTDA Certification Training
Self-paced lessons on trust documents, attorney language, the legal line, appointment flow, and how to price your service so it makes sense.
The 5-Point Marketing System
Six hours with Jen Neitzel on your one-pager, leave-behind folder, elevator pitch, follow-up, monthly touchpoints, online presence, and networking with purpose.
Weekly Live Ask Me Anything
Every Monday. Bring the attorney email you're nervous to send or the appointment that threw you a curveball, and work through it live.
Monthly Education Calls
Stay sharp as the industry shifts, from signing services entering trust work to the new remote online notarization module.
The CNTDA Community
Notaries doing this work right now, sharing what's working, answering questions, and celebrating wins every week.
A Credential That Never Expires
Earn it once. No renewal fees, no annual dues, and the support keeps going.
One attorney's office can be worth more than a year of app orders.
Most trust courses count signings. CNTDA builds sources. A source is one attorney, legal document assistant, or financial professional who trusts you and keeps sending work for years, and that work doesn't disappear when rates go up.
Picture one busy estate planning office in your town. Pick a conservative number of clients they might send you each month, multiply by your fee, then multiply by twelve. That's what a single source could be worth. Now imagine three of them.
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Trust delivery is the next floor up from loan signings.
Usually no printing
Most estate plans arrive pre-printed. When you do print, it's a billable add-on.
Smaller packages
Typically six to eight documents with one clear bundled fee.
Often paid at the table
Skip the 30, 60, or 90 day wait for a check.
You're their person
A direct relationship with the office, with your name off the rotation list for good.
Laura Biewer
2026 National Notary Association Notary of the Year. When the 2008 crash wiped out loan signings, Laura built her business on estate planning work and never went back. She's still in the field today and co-wrote Beyond Loan Signings with Bill Soroka.
Jen Neitzel
Author, speaker, and marketing strategist who has spent seven years coaching mobile professionals with her relationship-driven 5-Point Marketing System. Author of On the Move.
This is for you if...
You're a working notary or loan signing agent who's tired of riding the rate cycle, you're willing to introduce yourself and follow up, and you want to help families protect their legacies while building a business you actually own. Full-time or part-time, the path works. Part-time just takes a little longer.
This isn't for you if...
You're shopping for the cheapest certificate you can hang on the wall, or you want appointments handed to you without building a single relationship. They don't hand out contacts, and they don't promise income. They teach you how to earn the call.
Commonly Asked Questions for Laura & Jen
Do I need a certification to notarize a trust?
Do attorneys even know what CNTDA means?
Every attorney says they already have a notary on staff.
Signing services are adding trust work. Should I still bother?
Can I do trust signings by remote online notarization?
What if it isn't a fit?
Where could you be in a year?
Remember why you started this business. You wanted to control your schedule, help people, and make good money doing it. Estate planning work brings all three back, and the attorney who calls you first next year is someone you haven't met yet.