How Estate Planners can Benefit from Mobile Notaries

If you’re an estate planner, you likely have a busy workload. You have the important job of helping your clients plan their financial life and what they’ll leave behind for their loved ones. It’s a task not to be taken lightly and requires many steps.

After completing your estate plans, power of attorneys, and wills, you’ll likely need the documents notarized. Some clients come into the office to finalize this step, but not all do or can. That’s when a mobile notary can help.

 If you’re an estate planner, consider why a mobile notary can help your business.

 Mobile Notaries Meet your Clients Anywhere

 After you’ve completed your estate planning documents, you’ll need them notarized to finalize the process. This means meeting with the clients again and having the documents notarized. This takes up more time from your business, and can take away from your tasks to get new clients.

 Instead, you could outsource the task to a mobile notary, who can meet your clients at their homes or a public place, ensuring the job gets done on time.

 You can Get More Work Completed

 You can focus on your next clients when you outsource your notary needs. Hiring a reputable notary service ensures the previous cases are completed and closed while you work on creating more business by attracting new clients.

 You can Offer your Clients More Options

 Your estate planning business likely has typical business hours, but that might not work for your clients. For example, if they need to come in to have the documents notarized, the case could sit open for a while until they can come into the office during normal business hours.

 Instead, you can offer your clients some flexibility by allowing a mobile notary to go to them at the most convenient time. This could mean at 7 AM, 9 PM, or even on the weekends.

 You Don’t Have to Worry about Having a Notary on Staff

 If you don’t have a notary on staff, or your regular notary is out of the office, it can leave tasks uncompleted until they return. Rather than leaving work unfinished and risking your clients’ estate plans, you can have the documents notarized as soon as they are finished to ensure they are properly handled.

 Final Thoughts

 Even if you are a notary or have one on staff, having access to mobile notaries around-the-clock can help your estate planning business tremendously. Knowing you have access to a network of reputable notaries ensures that you can get your clients’ documents notarized in a timely fashion.

 When your clients feel supported and love the customer care you provide, they’re more likely to refer you to friends and family. In addition, something as simple as working with an agent that provides quality notaries around the clock can be the one thing that sets you apart from your competitors. Outsource your notarization needs, get more clients, and complete more work in a timely manner - it’s a win-win for everyone.