NotaryCLT Apex Standalone Modules
Mentorship Modules Designed with Your Success in Mind
It is the goal of the Apex Mentorship to provide training, coaching, and mentoring that will aid in the success of notaries all over to expand their skills and expertise in specific areas that other programs may simply gloss over or otherwise not spend as much time covering. This stems from requests from requests of many notaries asking for additional training and coverage to fine-tune their skills.
Mastering Trust & Estate Signings for Notaries
A Two-Part 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.
Part 1: Foundations of Estate Signings
• 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
Included Supplemental Resources (Part 1):
• 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
Part 2: Real-World Signing Mastery
• 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
Included Supplemental Resources (Part 2):
• 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
• Module Exam and Completion Certificate
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.
ChatGPT Deep Dive for Notaries
Peak Productivity Starts Here
This module was created to help notaries do more with less stress, by showing you how to use ChatGPT to streamline your business, improve your messaging, and save time every single day.
Most notaries haven’t been shown how to actually use AI in a way that makes sense for their work. That’s where this course comes in. We’ll break down how to use ChatGPT to write content, organize your processes, handle client communications, generate ideas, and build smart tools you can customize for your own brand.
This isn’t about shortcuts, it’s about working smarter and showing up with consistency and confidence. You don’t need to be tech-savvy to benefit from this. If you can describe what you need, ChatGPT can help you build it. We’ll show you how.
Inside This Module:
• Real-world prompt templates for notaries
• Automated intake scripts and follow-ups
• Bio and profile generation for Google and directory sites
• FAQ and website content drafting
• Customizing responses for your unique brand and tone
• Creating reusable tools that make daily tasks easier
• A 30-day content planner and prompt calendar
• Comprehensive resource library with over 50 notary-specific prompts
• Troubleshooting and customization guide
• Live training replays and bonus demo sessions
Included Supplemental Resources:
• Editable 30-Day Google Business Profile Content Calendar
• FAQ Response Builder: Write Better Answers with AI
• Intake Script Generator Worksheet
• Prompt Library for Notary Business Tasks
• Profile Setup Walkthrough and Optimization Guide
• Client Email Template Pack (Booking, Follow-Up, and Reviews)
• Module Exam and Completion Certificate
Why Notaries Need This Course:
AI is not the future- it’s the present. And notaries who learn to use it wisely will outpace those who don’t. Whether you’re just getting started or already growing your business, this course shows you how to unlock hours in your week, sharpen your client communication, and create high-quality content that sets you apart.
You already have the skill. Now you’ll have the system.
NOTARYCLT SIGNINGS™ APEX MENTORSHIP MODULES: Summer 2025
Notary Profile Optimization Lab
Notary Profile Optimization Lab
Notary Profile Optimization Lab
Objective:
To equip notaries with the tools and strategies needed to optimize their profiles across key directories and signing platforms (e.g., SigningOrder, Snapdocs, Google Business Profile) to attract more clients and appear in more searches.
Google Visibility for Notaries
Notary Profile Optimization Lab
Notary Profile Optimization Lab
Objective:
To teach notaries how to set up and maintain a high-performing Google Business Profile, craft effective posts, manage reviews, and improve local SEO to boost online visibility and trustworthiness.
Notary Website Success Toolkit
Notary Profile Optimization Lab
Notary Website Success Toolkit
Objective:
To guide notaries through planning, building, and optimizing their own business websites, including strategies for credibility, content creation, SEO, conversion funnels, and promotion to attract direct clients.