Living Trust and Estate Planning Training for Notaries
By Bill Soroka, founder of NotaryCoach.com
Certified Notary Trust Delivery Agent (CNTDA)
I certainly can't force you to take the trust delivery training.
I know not everyone will see the value in the new certification.
Some are angry we're sharing "their secrets."
Others are angry we're charging for it.
I'm not here to argue with them.
I'm here to help you build a business that is free and independent of mortgage interest rates and the housing market altogether. I'm a man on a mission.
I'm not dissing loan signings. I built my career on them, and when the going is good, it's goooooood.
But it's also vulnerable to market fluctuations.
Perhaps you've noticed?
Your phone isn't ringing and dinging like it used to.
- That doesn't mean you don't have bills to pay.
- That doesn't mean you've stopped loving the service you provide.
- That doesn't mean you don't want this business to thrive.
Right?
Well, this business can thrive no matter what interest rates are doing. You can pay your bills. You can help people when they need you most.
You can THRIVE.
Living trust presentations, or what we're calling trust deliveries, have been around for decades. And their booming now as younger people realize the importance of having their affairs in order and protecting the ones they love.
Living trusts have been here all along.
Doesn't matter the housing market.
Doesn't matter the interest rate.
As long as people own stuff, they protect their stuff.
And living trusts are a very safe and popular way to do that. The average living trust has 6-10 notarizations. Plus, the estate planning professionals that create these trusts usually value the additional, bundled services you provide, like travel, orchestrating appointments, briefly describing documents, and more.
That means, they're willing to pay for services above and beyond simple notarization as a full trust delivery agent.
Trust delivery services can range from $100-$300 per appointment, depending on the situation. And, you can offer these services in all fifty states.
There is usually no signing company involvement (although this is changing as the secret gets out). And, there is little-to-no printing. They print everything on their own! And if they don't, you can charge for printing.
This is a whole new world of doing business.
A new way of working, where professional attorneys, paralegals, document preparers, and legal plan companies, hire YOU directly to provide full trust delivery services.
Are you ready for that?
Are you ready for a business that truly thrives, no matter what mortgage interest rates are doing?
Are you ready for 100% of the signing fee?
Then you are ready to become a Certified Notary Trust Delivery Agent (CNTDA).
If you want it, you need to act now. I'm not huge into selling, but this isn't my first rodeo. You're going to be mad at me if you wait until after August 31, 2023 to buy the program.
How do I know this?
Because it happens every time I roll out a new product, course, or book that has changed the industry. I always give a deal to the souls brave enough to trust me-the early adopters. And then we bump the price up and people get p-i-s-s-e-d.
Pissed at me? Maybe.
Pissed at themselves? Definitely.
Let's skip the part where you're mad at me and mad at you.
If you believe in yourself like I believe in you, and you know in your core that this service-based business is REAL and can help you achieve your goals while helping customers on their best days and their worst days, then get this program right now.
Take the CNTDA program and test
I worked diligently with Laura Biewer, Jen Neitzel, and an impressive team of estate planning attorneys and professionals on our advisory board to help curate a program that will help you stand out at the signing table as an expert, while also giving you the skills and strategies to elevate your relationships and cultivate deeper relationships with attorneys and legal plan companies.
The CNTDA program literally gives you everything you need to succeed.
There are four modules with a total of about 45 lessons:
- Intro to the entire industry and overview of the opportunity at hand
- How to get trust delivery clients
- Signing table mastery (document expertise, etiquette, and service standards)
- Trust delivery ethical standards
This is a program that is on the verge of flipping the entire notary signing agent industry one hundred eighty degrees.
There IS life beyond loan signings.
Would you like to be on the cutting edge of the next big boom? Or will you wait until the early adopters reap the greatest harvest?
This is your final invitation to be an early adopter.
The introductory price is $247 until midnight on November 30, 2023. Then the price goes up, and that's that.
We've had this price since we rolled it out in July, so excuses, no stories.
This is the price.
No payment plans (unless Paypal offers it to you).
$247. Here's what's included:
- On-demand course (at your own pace)
- Quiz (take as many times as you need to pass)
- Certification badge and certificate
- Gotary.com listing as a CNTDA (we promote this directory to the legal community)
- Bonus trainings (Mondays with Maloney and more coming!)
There's no risk and no BS. This course is packed with value and if you honestly don't get the value you expected, we offer a 100% money-back guarantee if you send us an email within 30 days. I respect the integrity of the office you hold and I'll stand behind that.
With your stamp, commission, integrity, and expertise, you yield tremendous power, bringing exceptional value to the marketplace. And you know what happens when you bring value to the marketplace?
You are compensated in direct proportion.
Are you ready to earn $100-$300 per appointment?
And please do it by November 30 so we can skip the anger part. Be happy. Trust the value. Deliver peace of mind as a Certified Notary Trust Delivery Agent.
Bill
PS- If you have questions about the next big boom for mobile notaries, you can check out the FAQ section on the CNTDA page, or you can watch the one hour training I did with Laura and Jen about living trust presentations. This opportunity is real. If I had it to do all over again, I would have focused on trust delivery from the beginning. It has everything I seek: joy, impact, income. I think you'll love it too.
