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 can pull you away from what you do best. ARTSA is equipped to step 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
CORE Option Pricing — $180/signing with Volume Pricing Discounts Available (see table below)
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
Best for: Established companies wanting seamless integration under their brand standards.
VIP White-Glove Pricing is based on scope, complexity, & presentation requirements. Volume Pricing Discounts Available (see table below)
- ARTSA adapts to your presentation style and client scripts
- Your document organization preferences maintained
- Options for Trust Package Printing & Organization Set to Company Standards – Your Binder or Mine.
- Client communication standards followed
- Pilot program: try ARTSA with 3–5 clients before full commitment
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
Best for Event & Group Notary Services – Custom Quote, with Half-day or Full-day Rates: 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.Witness fees: A flat appearance fee (compensating for the time commitment) plus a per-signing fee (compensating for the actual work):
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VOLUME PRICING - Monthly Engagements Options — ARTSA rewards ongoing partnerships with a named volume program. Every signing – across all service tiers – counts toward your firm’s monthly level. The more you refer, the more your firm saves, and succeeds in reaching its revenue goals. Request ARTSA's Pricing Sheet and Service Agreement for full details.
VOLUME PRICING Monthly Retainer Options — Cornerstone, Keystone, Pillar
Rate/Signing
Savings vs. Standard
Cornerstone
Tier
4 – 7 Signings.
8% Savings for selected tier
Save on every signing
Keystone
8 – 11 Signings
12% Savings for Selected Tier
Save even more
Pillar
Monthly Volume
12+ Signings
18% Savings for Selected Tier
Your Goals are My Goals!
PROCESS
Seamless 6-Step Client Handoff
Step 1 — You Prepare: Documents Prepared & Securely Shared; client contact info sent to ARTSA.
Step 2 — ARTSA Schedules: Appointment coordinated directly with client and witnesses
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.
