The Best Notary

When Sean Deburgh left a firm and went solo, he wanted to serve more clients without the logistical overhead of having them come to his office so he came to The Best Notary for a custom solution that has helped him grow his business 25% over the past...

2025 could possibly be the most critical year for tax legislation since the enactment of the Tax Cuts and Jobs Act (TCJA in 2017). Several TCJA reforms are set to sunset in 2026. If they are not extended, more than $4 trillion in tax increases will...

"Trust decanting" refers to the process of transferring assets from one existing irrevocable trust to a newly created trust with more favorable terms, essentially "pouring" the assets from one trust to another, allowing for modifications to the original trust's provisions while maintaining the core intent of the grantor;?similar to how one might decant a bottle of wine into a different container to improve its quality or presentation. This strategy is just one of many valuable insights I’ve picked up from the countless attorneys and advisors at Heckerling Institute on Estate Planning at the University of Miami School of Law in Orlando—the largest and most influential estate planning conference in the U.S. One of my favorite signing stories from Toni Jenkins, underscores the importance of the work we do. Ton shared how, while at a UPS Store, she was approached by someone and their mother, who had flown all the way from Australia. They asked if she could serve as a witness for a will which she luckily obliged. The notary at UPS Store had most likely declined to sign as a witness. This highlights a broader challenge: outside the industry, many struggle to find trustworthy notary or witnessing services—stationary or mobile—with professionalism often varying widely. Some notaries even refuse to serve as witnesses, hesitant to share their address or risk being called into court. Hence the UPS store or local bank branch as a default option. We help lower stress levels (for both the attorney and the client) which is why we prefer to have vetted notaries (or other licensed professionals) in our network serve as witnesses-on demand for testators (person signing a will) who are signing outside an attorneys office. These notaries may not personally know the testators, but they are [mostly background screened] professionals with the expertise to verify identity and assess capacity. Additionally, we maintain detailed records—such as commission numbers, signing metadata, and professional references of these notaries, many of whom have previously worked at law firms—creating a foundation of trust and accountability that endures long after the signing is complete. This commitment to precision and reliability has earned us the trust of over hundreds of estate planning attorneys across 11 states. Has it been bumpy to facilitate the intricacies of an estate plan signing ceremony? Undoubtedly. But are we confident that estate plan signings will go the way of real estate closings in the future? Austin Bramwell will appreciate that my crystal ball reads says "low uncertainty". Here's to decanting the esoteric and normalizing at-home signings to help estate planning firms serve more (and diverse) families in-person and remotely as we build an AI-powered, freemium (sliding scale) notarization and witness on-demand platform to expand access to legacy planning for a billion families and help bridge the global wealth divide. #DocumentConcierge

As we start the new year, Financial Therapy has emerged as an important practice area in the financial field over the last two decades and has become a certified practice area in the United States in recent years. Financial Therapy has helped people...

We are very grateful to both WealthCounsel, LLC and Back Office Drafting for introducing us to Jeffrey Austin who became our first estate planning attorney client in North Carolina to leverage our end-to-end Document Concierge service offering. We...

If you're in the Bay Area, we hope to see you at this MUST attend event tomorrow in San Mateo for anyone who interacts with seniors which is practically all of us! Join us for The Silent Epidemic: Identifying and Addressing Loneliness in our Aging...

Please join us at the Peninsula Estate Planning Council in San Mateo this Tuesday at 5PM for this very important presentation by Sarah Hill about the end-of-life doula profession aptly titled: Let’s Explore: End-of-Life Doulas. 1. What is a...

@gavel_io + @tbnforever collabo for the win! Learn more about our services here: https://thebest.bz/tbnep Experience the power of efficiency! TBN Document Concierge empowers estate planners to save time, enhance client relationships, and propel...

Learn more about our services here: https://thebest.bz/tbnep Experience the power of efficiency! TBN Document Concierge empowers estate planners to save time, enhance client relationships, and propel business growth. Elevate your practice today!...

Now you can book or witness in under two minutes nationwide and see their location on a map day of. $199 flat rate for up to an hour through end of September. Also reachable via https://lnkd.in/eEgRAAnf