Trust Package
A trust offers greater control, privacy, and protection for your estate while helping your loved ones avoid the lengthy probate process. This package is designed to cover the critical documents needed to safeguard your assets and ensure your wishes are honored:
Revocable Living Trust – Establishes a trust so your assets can be managed and distributed seamlessly. Beneficiaries’ funds remain in trust, providing ongoing protection and oversight.
Certificate of Trust – A simplified document proving the existence of your trust without disclosing sensitive details.
One Deed – Transfers real estate property into the trust.
Pour-Over Will – Ensures any assets not already placed in the trust are transferred into it upon your passing.
Assignment of Property to Trust – Moves designated personal property into the trust for better protection and management.
Medical Power of Attorney – Appoints someone to make healthcare decisions if you are unable.
Financial Power of Attorney – Grants authority to a trusted person to handle financial matters on your behalf.
HIPAA Authorization & Release – Allows your chosen agents access to medical records needed for decision-making.
Our mission is to provide exceptional service with integrity, professionalism, and convenience. We treat every client like family and every document with the utmost care — so you can move forward with confidence.
Appointment Deposit
Appointment Deposit:
When scheduling your notary appointment, a deposit of $75 is required to secure your desired time slot. The deposit will be deducted from the total cost of your notary service upon completion. The deposit can be paid when booking your service, and the appointment will be confirmed upon receipt of the deposit.
Cancellations & No Shows
Notification of Cancellation:
If you are unable to attend your scheduled appointment, we kindly request that you notify us at least 24 hours in advance. This allows us to offer the appointment slot to another client who may be in need of our services. You can contact us via email at info@dotnotary.com
No-Shows:
A "no show" occurs when the signer fails to show up for a scheduled appointment without prior notification or cancels with less than 24 hours notice. In such cases, the appointment deposit is forfeited for the first occurrence of a no-show or less than 24 hour cancellation. We understand that unforeseen circumstances can arise, therefore, we will send you a reminder about the missed appointment and provide an opportunity to reschedule.
Refunds
Refund Eligibility:
All notary services, once provided, may not be eligible for a refund due to the nature of the service. These services include but are not limited to completed notarizations or notary acts that have been executed and finalized. Refunds will only be considered for payments made in advance for notary services that have not yet been rendered.
Refundable Circumstances:
1) Appointment Cancellation: If you provide a minimum of 24 hours notice for appointment cancellation, any payment made in advance, excluding the non-refundable deposit, will be eligible for a refund.
2) Service Unavailability: If we are unable to fulfill the notary service due to unforeseen circumstances or an issue on our end, a full refund, including the non-refundable deposit, will be provided.
Refund Request:
Refund requests must be submitted via email at info@dotnotary.com within 1 day from the original payment date. Refunds will be processed using the original payment method, please allow a reasonable processing time for the refund to be reflected in your account. Note that the timeframe for the refund to appear may vary depending on your financial institution.
