Estate planners talk every day about the hard questions their clients must face while designing, drafting, and executing estate plans and family trusts. NotaryCLT has created an extended service known as Carolina Trust Delivery (CTD). This is an Agent Network comprised of specially credentialed Notaries Public who have either completed or are in the process of becoming a Certified Notary Trust Delivery Agent (CNTDA). These independent Notaries are located in various counties of North Carolina & South Carolina, and additional Notaries are joining the team at a growing pace to provide wider coverage areas. CTD is the missing piece that Estate planners and Attorneys have been looking for, and the cavalry is here! Scroll down to learn more or click the button below to call to discuss what all NotaryCLT has to offer your estate planning practive via our Carolina Trust Delivery Agent Network!
In order to provide Estate Attorneys with the certified Notaries with the elevated knowledge to conduct their signings, someone had to begin the search to connect the dots. What began with just two or three quickly became much more!
Carolina Trust Delivery (CTD) was created as an extension of NotaryCLT. The Agent Network of credentialed & skilled Notaries not only grew in numbers, it has now expanded in coverage area to include a combined 35 counties in North and South Carolina. And, there's a possibility of more counties and even more states coming on board! This is an exciting time!
Client Estate Signing Ceremony Locations by Carolina Trust Delivery in Charlotte
North Carolina Counties:
Alexander, Cabarrus, Catawba, Chatham, Cleveland, Davidson, Davie. Durham. Forsyth. Gaston. Iredell. Lincoln. Mecklenburg. Orange, Rowan. Rutherford. Stanly. Union. Wake, Wilkes
South Carolina Counties:
Allendale, Beaufort, Calhoun, Chester, Chesterfield, Clarendon, Colleton, Darlington, Fairfield, Florence, Hampton. Jasper, Kershaw, Lancaster, Lee, Lexington, Newberry, Richland, Sumter, Union, York.
We work with estate attorneys and estate planning professionals by helping them achieve more time for their practice and growth, all while their current estate clients are handled with the same levels of professionalism and dignity as that of the attorney-client. We consider ourselves to be an extension of the legal partners who entrust us to serve their client. Carolina Trust Delivery does not take that trust lightly and therefore our credentialed notary trust delivery agents and witnesses are always professionally dressed, arrive early, and present themselves in a way our attorney and estate planning partners would desire. After all, we don't just deliver trust, we are "Certified to Deliver Trust" - for both our legal partners and their clients' estate signing ceremony.
We help estate Attorneys and planners facilitate many tasks once the client is ready to be taken into our care. We can help with a lot of the before, during, and post-signing ceremony. Here's some of what that entails, with more details in the sections below:
Whenever you are ready to schedule the client, simply hand it over to Carolina Trust Delivery and we'll handle it from there! We will schedule the estate signing ceremony according to your timeframe (usually 2-3 weeks out from the day you hand it over to us). We'll confirm if they are providing witnesses or if we should provide witnesses.
Some Attorneys prefer to not bother their clients with asking friends or neighbors to witness their estate signing. Some prefer the opposite so that the witness fee is waived. If you need witnesses provided we will pull from our personal witness pool comprised of Notaries Public. They will be scheduled for the date and time of the appointment, arriving 15 minutes before the start time.
The day arrives for the estate signing ceremony and so does the Notary (and witnesses if scheduled). The signers will have received a call 2-3 days in advance to remind them of the appointment. The Notary will call from their car upon arrival to let the signer know they have arrived. We'll try to park on the curb so as not to block their driveway.
Once the documents are executed and the Notary leaves with the package, the entire package will be scanned and either uploaded or emailed (or both if preferred) to the Attorney partner. This gives the attorney the ability to have workable (recordable) documents ready for filing or reporting, and a jumpstart in time without having to wait for the paper documents.
The document package will be securely and neatly placed in the shipping carrier packaging of the attorney's choosing. The prepaid lable will be attached and a receipt will be recorded with Carolina Trust Delivery. We'll notify the attorney that the package was dropped and has started its return to the attorney.
We'll create posts to tag the attorney (or their firm) on our Social Media account(s) to share the great experience and partnership that is shared with the attorney, which helps boost both the visibility of the attorney as well as CTD- a win-win scenario! NOTE: Some attorneys may ask their client if they would allow a photo to be taken at the end of the signing ceremony to be used in the post.
6228 Round Hill Road, Charlotte, North Carolina 28211, United States
Mon | 09:00 am – 05:00 pm | |
Tue | 09:00 am – 05:00 pm | |
Wed | 09:00 am – 05:00 pm | |
Thu | 09:00 am – 05:00 pm | |
Fri | 09:00 am – 05:00 pm | |
Sat | 10:00 am – 06:00 pm | |
Sun | 10:00 am – 06:00 pm |
Carolina Trust Delivery is an Extension of NotaryCLT, LLC
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