New Order Submission Estate Planning

Please fill in a valid value for all required fields

Please ensure all values are in a proper format.

Are you sure you want to leave this form and resume later?

Are you sure you want to leave this form and resume later? If so, please enter a password below to securely save your form.

Save and Resume Later

Save and get link

You must upload one of the following file types for the selected field:

There was an error displaying the form. Please copy and paste the embed code again.

Apply Discount

You saved

with code

Submit Form

Submitting

Validating

There was an error initializing the payment processor on this form. Please contact the form owner to correct this issue.

Please check the field:

Fields

Notary Appointment Request for Estate Planning

Pricing Information Effective September 15th, 2023

Documents must be received two weeks before appointment unless you have a prepaid package
Prepaid packages offer discounts, nationwide service including rural areas, shorter lead teams (as little as 48 hours), and other benefits
*+ County recording fees extra
We are not responsible for recording delays due to holidays or county slowdowns due to the pandemic

Client Details

Who is submitting this order?*

I am the signer Law firm placing the order on behalf of a signer (client) I am a TBN Staff Member

Name of TBN Staff*

Name of the person placing the order:*

First Name*

Last Name*

Have you worked with The Best Notary before?*

Yes, I have worked with TBN before No, I am a new customer

Company Name:*

Write N/A if not applicable

Office Phone Number:*

Write N/A if not applicable

Cell Phone Number:*

Email:*

Email of the person placing the order.

How did you find us today?*

Referred from a friend/colleague Internet search Provisors

Other: Other Value

Please let us know who referred you so that we can thank them *

Does anyone else need a confirmation of this order emailed to them?

Yes No

How many other people need an email confirmation?

Name of person who needs an email confirmation:

First Name

Last Name

Email address of person to receive email confirmation:

Name of second person who needs an email confirmation:

First Name

Last Name

Email address of second person to receive email confirmation:

Document Details

Will you take advantage of our bundled pricing offer at $699 (signing, witnesses, recording and binder assembly with delivery)?

Type of notary appointment: *

RON Appointment Information:*

I understand that with a RON notarization there will not be a physical paper copy or wet signature and there will not be an in-person appointment I need a paper copy/wet signature and understand that I can't use RON

Type of Documents:

How many documents need notarization?:

I am able to send copies of the documents to the clients before the appointment delivered to them via UPS or FedEx

Do the documents need a wet signature?:*

RON notarization will not have a physical paper copy nor a wet signature. If you require a wet signature, please choose "In-Person" appointment instead.

Is Printing Needed?:

Please send us PDF and Word copies of the documents. You can upload them here after submitting your order. (if applicable)

Is Scanback Required?:

If the document is more than three pages, the notary may need to take the originals to scan

State where the signing location take place?*

Do you need witnesses for this document? *

The notary can often be one witness and we can also provide an additional witness for $149 fee or as included in a Starter Bundle

Do you require witnesses for this document?*

Additional $149 per witness (Notary can't act as a witness, if witness' signature must be notarized.)

Documents that will be included in the estate plan:

Trust Will Power of Attorney Assignment of Property HIPAA Authorization Advanced Health Care Directive Certification of Trust General Assignment/ Property Transfer Deed(s) Transfer Tust Affidavit (TTA) PCOR Funding Instructions

Other: Other Value

To reduce possible errors and hand-writing of repetitive required information such as date(s), names(s) and notary information, we strongly recommend allowing us to type this information into your documents before we print them.

Yes, I agree to having the documents pre-filled No, I prefer that the documents are not pre-filled

Are you open to sending us the document(s) ahead of time so that we can provide review them and minimize the possibility of rejections or problems down the road?

Yes, I can send the documents ahead of time No, but I can send a copy of the signature and notary pages ahead of time to make sure that they're compliant with state notary laws No, I am unable send the documents ahead of time

Would you allow us to review the documents before the notary leaves the location to ensure that the documents were properly signed?

Yes, I will allow the documents to be photographed to help ensure that they were properly notarized Yes, I will allow the documents to be reviewed on a live zoom to help ensure that they were properly notarized No, I am unable send the documents ahead of time

Do you need electronic recording of documents?*

Yes, I am interested in having TBN record the document(s) for $149 each plus recording fees No, I don't need TBN to record any documents

We are able to record documents with the County Recorder for $149 each + recording fees.(Included in Starter Bundle)

How many documents need recording?

Do any of the documents need to be expedited for an extra cost of $150 per document?

Yes, this needs to be submitted within 24 to 48 hours No, this can be submitted within 7- 10 days

How many documents need to be expedited?

Would you like us to provide the client with a customized binder and two flash drive of all the documents (and video for RON appointments) for $199 including FedEx shipping?*

Yes, please provide a binder and flash drive to the client with all the documents for $199 Maybe, I would like to learn more or decide later No, I don't need this for my clients

Cost is included in the Starter Bundle

Do the binders need to be expedited for an extra cost of $150 per binder?

Yes, this needs to be shipped within 1 week No, this can be shipped within 4 weeks

What would you like to happen to the documents after signing?

Leave with signer (Scanback not applicable for documents more than 3 pages) Ship back to signer after scanning Ship back to me Scan, then shred after my approval. Send binder to signer after it is completed and reviewed

Other: Other Value

How would you like to handle the shipping cost?

I will send you a shipping label Please provide the FedEx Priority Overnight shipping label. I understand there will be a fee of $25 I am ordering a binder and shipping is included with the binder price Shipping is not applicable for this order

Does the shipping need to be expedited due to a specific deadline?

Yes, needs to be sent same day or within 24 hours It does not need to be rushed but send within 5 business days I will let you know when I would like it to be shipped

Name of person receiving the signed documents or binder

First Name

Last Name

Return the complete documents to this address

Address Line 1

Address Line 2

City

State

ZIP Code

Appointment Details

How many signers are there?*

1 2 > 2

Signer 1:*

First Name*

Last Name*

The name of Signer 1 as it appears in the documents. If the signer's name as it appears in the documents does not match their identification exactly, they may need to have two credible witnesses to establish their identity. We will ask the signer what name is on their identification and let you know if there is a mismatch.

First Name

Middle Name (optional)

Last Name

Suffix (optional)

Signer 1 Phone:

Leave blank if phone number is not known and needs to be confirmed

Signer 1 Email:

Can enter TBD if email is not known and needs to be confirmed. RON appointments need an email to complete the appointment.

Signer 2:*

First Name*

Last Name*

The name of Signer 2 as it appears in the documents. If the signer's name as it appears in the documents does not match their identification exactly, they may need to have two credible witnesses to establish their identity. We will ask the signer what name is on their identification and let you know if there is a mismatch.

First Name

Middle Name (optional)

Last Name

Suffix (optional)

Signer 2 Phone:

Signer 2 Email:

Put N/A if you don't have an email

Write down names, phone numbers and email addresses for all signers that have not already been listed:

Location of Signer(s):*

City, ST

Has the signing location already been identified?*

Yes No

How many locations for the signer(s)?

Signing Location:*

Address Line 1

Address Line 2

City

State

ZIP Code

Second Signing Location:

Address Line 1

Address Line 2

City

State

ZIP Code

Third Signing Location:

Address Line 1

Address Line 2

City

State

ZIP Code

Who should be contacted to schedule and coordinate the appointment?*

Signer #1 Signer #2 Person who placed the order Other

Please give us the name and phone number of the person to contact:*

Has the date already been scheduled?*

Date and time of appointment:

https://thebestnotarynet.formstack.com/forms/images/2/calendar.png

Month

Day

Year

Hour

Minute

AM/PM

Would you like the appointment to take place less than 24 hours from now? This may incur a $100 fee

Yes, I understand it may be an extra fee No, it is more than 24 hours

What are the best days and times to schedule an appointment?

Would you like text updates with location and timing for the appointment?

Yes No

What number should we use to send the updates?

Estimated Cost & Payment Information

Cost of RON Appointment* $

Cost of In-Person Appointment * $

Cost of Hybrid Appointment * $

Cost of Extra Witness* $

Cost of Extra Witnesses* $

Document Recording Cost* $

Document Recording Expediting Fee* $

Binder + Flash Drive Cost* $

Cost of Shipping $

Cost of Appointment in less than 24 hours $

Were you referred by one of our affiliates and have a promo code?

Yes, I have a promo code No, I don't have a promo code

Please enter your promo code for a discount*

Bundle Deal * $

Please ignore the itemized costs above your flat cost will be $699 + county recording fees if applicable.

Estimated Cost of Appointment* $

Who is responsible for payment?*

I am responsible for payment Signer is responsible for payment and I will forward them this link http://thebest.bz/credit to enter their credit card I am paying for part of the appointment and the signer is paying for another part

Please describe the payment arrangement*

How would you like to pay? *

How will customer pay for appointment?*

What are the last 4 digits on the credit card that you would like us to use?*

New Credit Card Information*

Name on Credit Card*

First Name*

Last Name*

Zip Code for Credit Card*

Special Instructions: Please tell us anything that wasn't covered in the questions above. We want to make sure this signing goes smoothly!*

Please type N/A if none

File

No File Chosen

File uploads may not work on some mobile devices.

Save and Resume Later

Progress