Tapping into Trust Delivery Services

If you think notary work is limited to loan signings and basic document notarizations, you’re missing out on one of the most rewarding and lucrative opportunities in the field: Trust Delivery Services. This specialty goes beyond stamping papers! It’s about guiding families through some of the most crucial legal processes of their lives.

In my book, Beyond Loan Signings: The Ultimate Guide to Monetizing Your Notary Commission with Specialty Work, co-written with Laura Biewer , we break down the ins and outs of becoming a Trust Delivery Agent—and why this niche is a game-changer for notaries ready to expand their horizons.

What Is a Trust Delivery Agent?

A Trust Delivery Agent is a notary who has undergone specialized training to present and notarize living trust documents. This role is more than just stamping signatures. You become an essential bridge between estate planning attorneys and the families they serve, ensuring that trust documents are executed properly and legally.

Why Trust Delivery Services Are Worth Your Time

Let’s cut to the chase-trust delivery services pay well. In fact, they often pay substantially more than standard notary work. But the benefits go beyond income.

• Meaningful Work: You help families protect their assets and secure their legacy, making this work fulfilling and impactful.

• Valued by Attorneys: Estate planning attorneys love working with reliable notaries who understand the nuances of trust delivery. It saves them time and ensures their clients receive exceptional service.

• Repeat Business: Attorneys need trust delivery agents regularly, creating a steady stream of appointments and income.

• Immediate Payment: In most cases, trust delivery services are paid at the time of the appointment. No chasing invoices, just direct, timely compensation.

Inside Beyond Loan Signings

Curious about how to dive into this niche? In Beyond Loan Signings, we outline:

• How to Build Relationships with Estate Planning Attorneys: Learn to market your services directly to attorneys and paralegals who need a notary they can trust.

• Mastering the Appointment Process: From the moment you receive the call to the final signature, we cover best practices for conducting trust presentations with professionalism and care.

• Pricing Your Services: Trust delivery is premium work, and your pricing should reflect that. We walk you through models that ensure you’re paid fairly for your expertise.

• Avoiding Legal Pitfalls: Stay compliant and avoid unauthorized practice of law with clear guidelines and strategies to navigate complex situations.

Why This Matters More Than Ever

Estate planning isn’t just for the wealthy. Nearly 180 million Americans don’t have a will or trust in place. That’s a massive pool of potential clients who need estate planning services.

Attorneys are actively pursuing these clients, and when they secure them, they’ll need a notary to finalize the process. That’s where you come in.

Even better, not all clients go through attorneys. Many purchase estate planning documents online or through services like LegalZoom. After completing the forms, they need a notary to finalize the process. This opens the door for direct-to-consumer appointments, putting you in direct contact with individuals needing your services.

The Emotional (and Financial) Rewards of Trust Delivery Work

Trust delivery appointments are often moments of relief and joy for families. Completing an estate plan lifts a weight off their shoulders. As a notary, you witness this transformation firsthand, reinforcing the value of the work you do.

Of course, not every appointment is joyful. Some families are scrambling to put plans in place during difficult times. But in those moments, your professionalism and care make all the difference.

Ready to Expand Your Notary Business?

If you’re ready to tap into this lucrative, fulfilling niche, Beyond Loan Signings is your roadmap. We’ve poured years of experience into this guide to help you unlock new opportunities and build a thriving notary business that goes beyond basic loan signings.

Don’t leave money on the table. Take the next step in your notary career and start offering Trust Delivery Services today.

👉 Grab your copy of Beyond Loan Signings and start building a more profitable, impactful notary business.