Make Money as an Estate Planner Assistant

As a notary, there are different opportunities you can take advantage of to increase your income. Participating in the estate planning process provides you with another way to make money. At Loan Signing System™, we can help you learn how to make money as an estate planner assistant. We offer various training courses as part of our Complete Notary Mentorship program that cover how you can succeed in the estate planning field. 

What Is Estate Planning?

Estate plans clarify how a person’s financial and physical assets will be distributed after they pass away. An estate refers to everything a person owns, including items such as their home, car, investments, and personal possessions. To help people prepare for the future, estate planning attorneys assist in crafting legal documents like powers of attorney, trusts, property transfers, deeds, and wills.

How Can a Notary Help an Estate Planning Attorney?

Notaries play a significant role in estate planning by helping legal professionals with document signing during the estate planning process. They can provide these services:
  • Verifying identities: A notary can check the identification documents of the signers to confirm they are the correct individuals.
  • Witnessing signatures: The presence of a notary during signing adds a layer of authenticity and can help prevent the creation of fraudulent documents. 
  • Certifying documents: A regular notary can notarize real estate documents required for the estate planning process. 
  • Offering advice: Notaries can offer general information about the notary process and why it is essential in estate planning. 

How Much Can You Make Assisting With Estate Planning?

Notaries can earn between $175 and $200 per assignment when working for a nationwide firm that offers estate planning services. For independent assignments, you can make an average of $90 as a notary for each appointment, which takes about 20 to 45 minutes.

There are also multiple opportunities for additional income. For instance, you can charge a travel fee to deliver the travel documents based on the distance. On average, an estate planning package may require nine notarizations, which can make you more money, up to $75 on top of your service fee. The more estate planning documents you can notarize, the more money you will make. 

​Notaries can set their own fees for their services, and the more they charge, the more income they can earn. However, there may be regulations or guidelines on what they can charge for assisting in estate planning. 
Watch this interview clip from a notary who assists in estate planning: 

Finding Estate Planning Assistance Jobs

Some effective ways to find work when you become an estate planner assistant include:
  • Network: Connect with attorneys and law firms that specialize in estate planning and offer your services. Some of the ways you can reach out to them for potential job opportunities are through phone calls and email. 
  • Check job boards: A wide range of job boards list estate planning assistance jobs, so you can check them often to find ones where you're a fit. 
  • Create a website: You can create a Google Business Profile or set up a website that showcases your skills and experience in estate planning assistance and helps potential clients find you. 
  • Leverage online platforms: You can create profiles on websites such as Upwork and Fiverr that showcase your skills and help you connect with potential clients. You can also use a platform like LinkedIn to share your expertise. 

Sign up for an Estate Planning Notary Training Course

Assisting estate planning attorneys can be a great way to increase your revenue and diversify your notary business. At Loan Signing System™, we will offer the training, support, and resources you need to thrive by providing estate planning assistance services. Enroll in Complete Notary Mentorship today to start training for estate planning. 
If You're Already a Loan Signing System Student - Join the Complete Notary Mentorship Community
If you're ready to start making more money on your own schedule as a notary who assists estate planning attorneys, then it's time to join Complete Notary Mentorship.

Complete Notary Mentorship offers the training, support, and resources that you need to succeed in this lucrative field. You'll learn how to market your business with a Google Business Profile, which can help you attract more clients and increase your earning potential.

Plus, you'll have access to our expert mentors who can answer any questions that you may have and provide guidance as you build your career as a notary who assists estate planning attorneys.

Join Complete Notary Mentorship today and start earning more money on your own terms!