ESTATE PLANNING

Make every estate plan easier to complete

Bridge the gap between plan creation and completed execution with a managed signing experience built for estate planning platforms, firms, and the professionals they serve.

Talk To Sales

Make the last mile easier for clients and the teams who support them

The plan is ready. The client still has work to do.

Once a will, trust, power of attorney, or related documents are ready, clients still need to understand how and where to sign, and to coordinate notarization. That handoff can create more emails, more vendors, more support questions, and less visibility into whether the plan was actually completed.

THE EXECUTION GAP

A better experience gives clients a clear next step when documents are ready

Snapdocs helps coordinate the signing workflow and support the appropriate remote or mobile notarization path for the use case and jurisdiction.

Download Synopsis

Estate planning that fits the way you serve clients

Help clients with a convenient path for notarization – whether eligible RON or mobile – while giving your team the coordination, support, and visibility needed to move from plan ready to completed execution.

Make the handoff a valuable experience

Give advisors, staff, and clients a clear next step instead of sending them to find and manage a notary on their own. Keep execution connected to the relationship and workflow you already own.

Mobile notarization when online isn’t an option

When RON is not appropriate for the documents, signer, or jurisdiction, support a coordinated mobile signing path without forcing your team to build separate notary operations or sign multiple vendors.

Support advisor-led, consumer-led, and hybrid execution

Different estate-planning businesses own different parts of the client journey. Snapdocs helps you support the model that fits your customers without creating disconnected operating systems, multiple vendors, or unnecessary overhead.

Consumer self-service

Consumers can self-serve when that fits the experience, while the business maintains end-to-end visibility into the status of the signing.

Hybrid

Offer both paths when different clients or packages require different levels of guidance, using a consistent operating model behind the scenes.

Advisor or staff initiated

Advisors or staff can initiate a signing for clients they want to help, regardless of client location, and keep the execution steps connected to their client relationships.

A managed execution experience, backed by Notary Connect

Use Snapdocs RON for eligible, fully online workflows and Notary Connect to coordinate the signing experience, support the people involved, and extend coverage to mobile signings when the workflow requires it. Together, these capabilities help your team keep the execution step moving without taking on the work of building and operating notary infrastructure.

Coordinate scheduling, rescheduling, signer communication, and document handling through a repeatable workflow.

Give the people responsible for client relationships clearer status and follow-through.

Rely on an experienced network of independent notaries, backed by credential and insurance verification.

Support a RON-first experience while retaining a mobile option for workflows that need it.

People

Keep your team focused on planning, relationships, and growth rather than dispatching signings.

From plan ready to completed execution

STEP 1

Plan ready

The will, trust, power of attorney, or related document package is ready for signing.

STEP 2

Start the execution path

An advisor, staff member, or client starts the signing workflow and selects the appropriate path.

STEP 3

Complete the eligible RON signing

When the package and jurisdiction permit, the client completes the notarization through a remote online session.

STEP 4

Coordinate support when needed

Snapdocs helps manage scheduling, signer guidance, notary coordination, and mobile fulfillment when the remote path is not the right fit.

STEP 5

Confirm completion

The business receives status and completed documents through the agreed workflow, giving relationship owners a clearer view of follow-through.

Secure technology for estate notarization workflows

Data security & compliance tools

Meet audit requirements and support secure signing workflows with 2FA, data encryption, audit logs, and secure document handling.

Integrations & APIs

Connect Snapdocs to the systems your business already uses with integrations and open API options.

Award-winning customer support

Work with a partner that understands notary coordination, signing workflows, and customer experience.

“Whether the signing is in person, or through the integrated Remote Online (RON) technology, the Snapdocs platform can accommodate any signer's preferences, giving our members a clear path through the signing process.”

Meagan Manion, Head of Operations, Professional Services

The right notarization solution for estate planning

Whether you want to outsource mobile notary and RON scheduling and management, or software to run remote notarizations in-house, Snapdocs can help you choose the right path.

Talk to Sales