Estate Plan Signings for Legal Teams

Simplify the Signing Process. Strengthen Your Client Experience.

Who This Workshop Is For:
Paralegals, client care staff, and attorneys managing estate planning packages who want smooth, professional, and legally compliant signings.

What You’ll Learn:

  • How to prep your clients and notary for estate plan signings

  • Which documents require notarization and/or witnesses

  • Tips for multi-party signings and mobile coordination

  • Mistakes that cause delays—and how to avoid them

What You’ll Get:

  • 60-minute team workshop

  • Checklists and coordination tools

  • Live Q&A customized for your team’s workflow

Format:

  • Private Online via Zoom

  • In-Person Available (For local legal offices or conferences)
    Minimum 5 attendees; travel fees apply if outside service area.

Pricing:

  • $49 per person (3-person minimum)

  • Small Group (up to 10): $225

  • Mid-Size Group (11–25): $395

  • In-Person: Starts at $495 + travel

  • Replay Access: +$25 per group