To help Notary Royalty LLC properly prepare for your Trust signing appointment and provide an accurate quote, please have the following information available when scheduling.

Trust & Document Information

• Name or type of Trust

• Name or title of each document being signed

• Complete Trust signing package

• Approximate number of documents

• Number of documents requiring notarization

• Number of signatures requiring notarization

• Type of notarization requested, if specified

• Any signing instructions provided by your attorney or document preparer

Signer Information

• Full name of each signer

• Number of signers

• Role of each signer, if identified in the documents (such as Settlor/Grantor, Trustee, Successor Trustee, or Agent)

• Valid, acceptable identification for each signer

• Confirmation that all required signers will be available

• Confirmation that each signer is willing to sign

• Any accessibility or communication accommodations that may be needed

Witness Requirements

• Determine whether the documents indicate witnesses are required

• Number of witnesses requested

• Whether witnesses have already been arranged

• Any witness qualifications stated in the documents or attorney's instructions

• Whether you are requesting Witness Coordination Services from Notary Royalty LLC

Please notify us before scheduling if witnesses need to be coordinated. Additional fees may apply.

Trust Funding & Property Documents

If your Trust package includes documents relating to assets or property, please let us know if the package contains:

• Certification / Abstract of Trust

• Assignment of Personal Property

• Schedule of Trust Assets / Schedule A

• Funding documents

• Funding Letters

• Deeds or other real-property documents

• Business interest assignments

• Beneficiary-related documents

• Other asset-transfer documents

Notary Royalty LLC can assist with eligible signing and notarization requirements but does not determine which assets should be transferred to a Trust or provide legal or financial advice regarding Trust funding.

If a Deed Is Included

Please let us know before the appointment if your Trust package includes a deed or other real-property document.

Have available:

• Complete deed provided for signing

• Names of all required signers

• Property information already completed on the document

• Attorney, title company, or document-preparer instructions, if applicable

• Any delivery, return, or recording instructions provided to you

Notary Royalty LLC does not draft deeds, determine which deed should be used, determine ownership interests, or provide legal advice concerning the transfer of real property.

Appointment Location

Please provide:

• Complete signing address

• Home, office, attorney's office, hospital, senior community, or other location

• Room or unit number, when applicable

• Parking, gate, security, or access instructions

• Contact person at the location, when applicable

Hospital, Hospice, Nursing Facility or Assisted Living Trust Signings

Please notify us in advance if the Trust signing will occur in a healthcare or senior-care facility.

Please have available:

• Facility name and address

• Room number, if available

• Signer's location within the facility

• Facility access instructions

• Whether witnesses have been arranged

• Whether the signer can communicate directly with the notary

• Any known circumstances that could affect the signing appointment

Attorney or Document-Provider Instructions

Please have any written instructions provided by the attorney, law firm, document preparer, title company, or other requesting party available at the appointment.

This may include:

• Signing order

• Notarial instructions

• Witness instructions

• Initialing instructions

• Scan-back requirements

• Document-return instructions

• Delivery instructions

• Special handling instructions

Please Do Not Sign in Advance

For the smoothest appointment, please leave documents unsigned unless your attorney or document provider has specifically instructed otherwise.

Some notarizations require the signature to be made in the notary's presence. If documents have already been signed, please notify us before the appointment so we can determine whether the requested notarization can appropriately proceed.

For an Accurate Quote

Please be prepared to provide:

• Number of signers

• Number of notarized signatures

• Number of witnesses needed, if any

• Appointment location

• Travel distance

• Estimated size of the Trust package

• Any printing, scanning, courier, delivery, or document-return services requested

• Whether the appointment is standard, after-hours, weekend, holiday, or urgent

Not Sure What Your Trust Package Requires?

Contact Notary Royalty LLC before booking. We can review the logistical and notarial requirements presented in your documents or signing instructions so that we can properly prepare for your appointment.

Important: Notary Royalty LLC is not a law firm and does not draft Trust documents, select documents for clients, interpret Trust provisions, determine how assets should be titled or transferred, or provide legal, tax, or financial advice. Questions about the legal effect of your Trust or how your Trust should be funded should be directed to your attorney or appropriate professional.