Why Choose a Certified Trust Delivery Agent?

Establishing a trust is a significant step in securing your assets and ensuring your wishes are honored. The final, crucial stage involves the proper delivery and acknowledgement of your trust documents to all parties. This process can be complex, and errors can lead to delays or legal challenges.

A Certified Trust Delivery Agent has specialized training and expertise in handling these vital documents. We ensure:

• Accuracy: All necessary signatures are obtained and correctly notarized.
• Compliance: We adhere to all legal requirements for trust delivery.
• Security: Your sensitive documents are handled with the utmost confidentiality and care.
• Efficiency: We streamline the process, saving you time and reducing stress.
• Peace of Mind: You can be confident that your trust is properly established and its instructions can be carried out.

Our Certified Trust Delivery Services Include:

• Mobile Notarization: We come to you, at your convenience.
• Document Review & Identification: Ensuring all parties are properly identified and understand the documents they are signing.
• Witness Coordination (if required): Assistance in arranging for additional witnesses as stipulated by your trust.
• Secure Document Handling: Meticulous care in managing and protecting your sensitive trust documents.
• Prompt & Professional Service: We prioritize efficiency and client satisfaction.

Who Benefits from Our Services?

Our services are ideal for:

• Individuals establishing new living trusts.
• Families updating or amending existing trusts.
• Estate planning attorneys seeking a reliable mobile notary for their clients.
• Financial advisors whose clients are setting up trusts.

Hillsborough Notary has worked with many of the online legal services providers that provide estate planning bundles for Florida residents.  If have downloaded an Estate Planning package from LegalZoom, Trust and Will, Rocket Lawyer or any other online DIY Estate Planning firm, trust the Notary that the largest firms use.  Call Hillsborough Notary for your Estate Planning notarizations.

Hillsborough Notary works with multiple Estate Planning attorneys in the area.  As Notaries, we cannot provide legal advice, but we are able to recommend local attorneys that we have worked with in the past.  If you have questions regarding you Estate Planning documents, we will gladly refer you to attorneys that we have worked with and can attest to their character and expertise.

Ready to Secure Your Legacy?

Don’t leave the crucial final steps of your trust establishment to chance. Partner with a Certified Trust Delivery Agent who understands the intricacies and importance of your documents.

Contact Hillsborough Notary today to schedule your mobile trust delivery service.

813-566-8279 | info@hillsboroughnotary.com | https://hillsboroughnotary.com

Common Documents included in an Estate Planning Package

• Last Will and Testament: This document outlines how your assets should be distributed after your death.  It can also name a guardian for your minor children.
• Revokable Living Trust: This document holds your assets and can be used to manage them during your lifetime and upon your death, often avoiding probate.
• Advance Healthcare Directive: This document includes a Living Will and a Power of Attorney for Healthcare, allowing you to specify your medical care preferences and name someone to make healthcare decisions if you become incapacitated.
• Financial Power of Attorney: This document names someone to manage your financial affairs if you become incapacitated.
• Beneficiary Designations: These forms are attached to financial accounts like retirement accounts and life insurance policies, specifying who will receive those assets.
• Letter of Instruction: This document provides general guidance on your wishes and preferences, such as how you want your funeral handled.
• HIPAA Authorization: This document allows you to authorize the release of your medical information to your healthcare proxy or other trusted individuals.
• Other Financial and property documents: These may include information about your assets, insurance policies, and other important financial information. 

Why these documents are important:

• Ensuring your wishes are carried out: These documents help you communicate your wishes for how your assets should be distributed and how you want your healthcare to be managed.
• Protecting your loved ones: By planning ahead, you can make it easier for your family to navigate difficult situations.
• Avoiding potential complications: Some documents can help avoid probate, reduce estate taxes, and ensure that your wishes are followed in the event of an emergency.

Hillsborough Notary provides additional services when working with you on your Estate Planning Documents. 

• Printing all documents, providing a professional binder with tabs for your documents
• Coordinating witnesses
• Provide a scanned copy of your documents after signing and notarization
• File any documents with the Clerk of the Courts