Intensive for Real-World Mastery

This two-part module was created to guide notaries through one of the most important yet least taught areas of our work: trust and estate signings. These appointments are high-trust, high-impact, and often deeply personal. Yet most training programs only give them a passing mention.

Whether you're working with attorneys, wealth managers, or families planning ahead, these signings demand professionalism, clarity, and confidence. This course walks you through what to expect, how to prepare, and how to deliver a service experience that leaves a lasting impression.

By the end of this module, you'll know exactly how to conduct estate signing ceremonies, avoid costly mistakes, build relationships with legal professionals, and become the notary they call first when clients are ready.

• What Is a Trust or Estate Signing?

• Common Documents You'll See (Trusts, Wills, Powers of Attorney, Health Directives, and More)

• The Notary’s Role: Clarity, Neutrality, and Record-Keeping

• Understanding the Attorney-Notary Relationship

• Setting Up Your Estate Signing Kit

• Planning for Witnesses, Certificates, and Special Circumstances

• Client Preparation and Intake Conversations

• Reviewing the Flow of a Typical Appointment

• Introduction to Sensitive Signings and Hospital Appointments

• Professional Boundaries and Ethical Considerations

• Sample Signing Ceremony Walkthroughs

• Troubleshooting Unexpected Situations and Emotional Environments

• Handling Conflicts, Corrections, and Red Flags with Confidence

• Building Long-Term Referral Relationships with Estate Attorneys

• Creating a Follow-Up Experience That Generates Repeat Business

• Elevating Your Professionalism in High-Stakes Settings

• Understanding Your Value and Setting Rates with Purpose

• Live Roleplay Practice and Real Feedback

• Estate Signing Kit Checklist

• Client Intake Script Worksheet with Example Dialogue

• Notary Witness Permissions by State (Quick Reference PDF)

• One-Page Document Reference Guide for Estate Appointments

• Sample Email Scripts for Attorneys and Clients

• Scenario Cards for Practice and Review

• Sample Signing Ceremony Scripts (Revocable Living Trust, Will & POA, Advance Directive)

• Post-Signing Follow-Up Templates (Email + Text)

• Estate Client Feedback Form

• Attorney Outreach and Follow-Up Templates

• Pricing Models Reference Sheet (Flat Fee, Mileage-Based, Tiered by Complexity)

• Instructor-Led Walkthrough and Discussion Prompts

Why Notaries Need This Course:
Estate signings are not just another appointment. They are moments of trust, often emotional, always important. Notaries who understand how to handle them with care and professionalism stand out in their markets and earn repeat business from law offices and families alike.
 

This module was built to help you step confidently into that space and deliver a service experience that makes people remember your name. 

LinkedIn for Apex Notaries™ 

A 12-hour training designed to help notaries stand out, get found, and win more business. Delivered in 8 live sessions, it covers headline optimization, profile building, showcasing services, content strategy, networking with the FLEC Method, and advanced automation. Includes detailed workbooks, instructor-guided practice, and tools to build lasting referral relationships with attorneys, realtors, and estate professionals.

Sessions:

• Session 1: The Digital First Impression 
• Session 2: Crafting a Trust-Building About Section 
• Session 3: Showcasing Services with Confidence 
• Session 4: Content That Connects 
• Session 5: Nurturing Warm Leads into Referrals 
• Session 6: Building a Long-Term Referral Ecosystem 
• Session 7: Authority, Automation, and High-Value Partnerships 
• Session 8 Overflow if necessary, Q & A, Discussion 

The Foundation of LinkedIn Success for Notaries

FLEC stands for Follow, Like, Engage, Connect – a progressive system that builds relationships authentically over time.

Follow (Sessions 1-2): Identify and follow professionals who work with your ideal clients. This includes estate attorneys, real estate agents, HR managers, and immigration consultants.

Like (Sessions 2-3): Strategically like posts from your target audience. This puts your name and professional headline in their notifications without being pushy.

Engage (Sessions 3-5): Leave thoughtful comments that add value to conversations. This demonstrates your expertise and builds recognition.

Connect (Sessions 4-7): Send personalized connection requests to warm prospects. By this point, they've seen your name multiple times and are more likely to accept.

Traditional networking often feels pushy or sales-heavy. FLEC builds familiarity before asking for anything. When professionals see your name consistently adding value, they remember you when they need notary services.

The Psychology: People prefer to work with professionals they recognize and trust. FLEC creates this recognition through helpful visibility rather than self-promotion."