CNTDA SERVICES FOR Estate Planning Companies
You Focus on Planning. ARTSA Handles Execution.
Your business is built around education, consultation, and document preparation. Coordinating notarizations pulls you away from what you do best. ARTSA steps in as your professional execution partner.
YOU FOCUS ON:
ARTSA HANDLES:
Educational Seminars
Document Presentation and Execution
Client Consulations
Signature Execution and Notarization
Document Preparation
Witnessing and Recordation Services
Trust Funding Guidance
Client Coordination and Scheduling
Ongoing Client Relationships
Completion Reports to Your Team
PARTNERSHIP MODELS
THREE OPTIONS - Flexible for Every Estate Planning Business
Option 1 — Embedded Service Model: $180/signing ★ Most Popular
How it works: You prepare documents, refer clients to ARTSA, ARTSA coordinates and executes, you maintain the relationship.
- Focus on core business — not scheduling notaries
- Maintain quality control on execution
- No notary staffing headaches
- Consistent professional client experience
- Volume pricing available for regular referrals
Deed Recording Add-Ons (optional): |
• Walk-in courthouse — Decatur County: +$75 + recording fees |
• Walk-in courthouse — surrounding TN counties: +$100 + recording fees |
• eRecording (nationally, where accepted): +$40/recording + applicable fees & taxes |
• Companies may use their own eRecording accounts — this is an add-on, not required |
Option 2 — Event Notary Services
Best for: Seminars, signing days, group appointments, client events with same-day signing.
- CNTDA-certified notary on-site
- Professional execution for all attendees
- Staff coordination throughout event
- Proper witnessing, notarization, document handling
Pricing: Half-day (up to 5 signings): contact for current rate · Full-day (up to 10 signings): contact for current rate |
Note: Multiple notaries available with advance planning and coordination for larger events. |
Option 3 — White-Label Partnership: Custom Arrangement
Best for: Established companies wanting seamless integration under their brand standards.
- ARTSA adapts to your presentation style and client scripts
- Your document organization preferences maintained
- Client communication standards followed
- Pilot program: try ARTSA with 3–5 clients before full commitment
VOLUME PRICING Monthly Retainer Options — Gold, Platinum, Diamond
Rate/Signing
Savings vs. Standard
🥇 Gold
Tier
10 Signings.
$160
Save 11%
💎 Platinum
20 Signings
$150
Save 17%
💠 Diamond
Monthly Min
30+ Signings
$140
Save 22%
PROCESS
Seamless 6-Step Client Handoff
Step 1 — You Prepare: Documents prepared; client contact info sent to ARTSA.
Step 2 — ARTSA Schedules: Appointment coordinated directly with client.
Step 3 — ARTSA Executes: Documents professionally presented and notarized.
Step 4 — You Are Informed: Confirmation, completion notification, issue flags sent.
Step 5 — Package Returned: Completed documents returned per your instructions.
Step 6 — You Follow Up: You maintain client relationship — ARTSA never solicits your clients.
COMMITMENT
ARTSA’s Promise to Your Clients
- Professional appearance — punctual, prepared for every appointment
- Zero solicitation — no ARTSA sales pitches to your clients, ever
- Legal boundaries — never provides legal advice; questions directed to you
- Client confidentiality — all client information handled with complete discretion
- Quality control — CNTDA protocols followed on every signing
- Communication — scheduling confirmation, completion notification, issue flags
FAQ
Questions Companies Ask Most
Q: Can you handle our custom document packages?
Yes. ARTSA works with all types of estate planning packages. Presentation style and organization can be adapted for white-label partnerships.
Q: What if a client has questions during signing?
Procedural questions are answered. Legal or planning questions are directed back to your company. ARTSA never offers opinions on planning decisions.
Q: Do you work with client-provided witnesses?
Yes. ARTSA coordinates with and verifies witnesses are unbiased, non-beneficiary adults. Not provided by default — $35/witness with advance notice.
Q: How do you ensure our clients don’t get solicited?
ARTSA’s role is execution only. No services are ever pitched to your clients.