Trust Delivery Services

An estate plan can help you control the transfer of wealth, fulfill your philanthropic goals and minimize taxes.

As a Notary Trust Delivery Agents, I will guide you through your estate planning signings. Whether the trust documents are purchased online (DIY) or created by an attorney, I have undergone additional specific training to assist the public and estate planning professionals.

Specializing in skillfully presenting and execution of trust documents to meet all your notary needs.

Serving both the general public and estate planning. 

Specializing in skillfully presenting and executing trust documents to meet all your notary needs. 

D. Shephard Notary understands that there is a lot at stake with estate planning. 

Estate planning documents are important, and because of the nature of their use, errors and omissions may not be discovered for many years down the road. 

Our commitment to ongoing specialized education helps minimize the risk of mistakes and helps to build confidence in the validity of your estate plans.

If you find that you need advice or assistance with the preparation of your estate documents, consider reaching out to a professional for advice. 

Consider seeking out the assistance of an estate lawyer or a financial planner who can partner with you in deciding the best course of action for you and your families needs.

DISCLAIMER: 

D. Shephard Notary is not an attorney or accountant. We do not offer legal or tax advice, discuss legal strategies, answer questions of a legal nature, select forms for the consumer, or appear in court on the consumer's behalf. 

D. Shephard Notary is bonded, insured, and registered to provide self-directed services to clients who want to get their estate planning completed. If the need arises, we will recommend that you speak with a lawyer from our network.

PRIVACY POLICY: 

All information received from clients is strictly confidential and is required for the sole purpose of the preparation of documents. Our office takes every step possible to protect your privacy.