ARTSA’s CERTIFIED NOTARY TRUST DELIVERY AGENT Travels To Your Clients and Returns Complete, Professionally Executed Package. Please request a quote:

CERTIFIED NOTARY TRUST DELIVERY AGENT SERVICES INTAKE FORM

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SECTION 1: DOCUMENT SOURCE *

• Attorney Prepared. If selected, please provide attorney/firm information below.
• Trust/Estate Planning Company. If selected, please provide company information below.
• DIY/Self-Prepared Documents. If selected, please provide source (e.g. Legal Zoom, Rocket Lawyer, Nolo, other) information below.

Professional or Company Name and Location (if applicable) *

Contact Person: *

First

Middle

Last

Phone Number with Area Code *

Email Address: *

Email

Confirm Email

Section 2: CLIENT INFORMATION: TRUSTOR/GRANTOR FULL LEGAL NAME *

First

Middle

Last

DIY Source/Platform (if applicable)

Area Client(s) WITNESS

TRUSTOR/GRANTOR's Date of Birth *

TRUSTOR/GRANTOR's Current Address, City, State, Zip *

TRUSTOR/GRANTOR's Primary and Any Alternate Phone Numbers: *

TRUSTOR/GRANTOR's Email Address *

Email

Confirm Email

Section 2: CLIENT #2 INFORMATION: Co-TRUSTOR/Co-GRANTOR FULL LEGAL NAME

First

Middle

Last

Co-TRUSTOR/Co-GRANTOR's Date of Birth

Co-TRUSTOR/Co-GRANTOR's Current Address, City, State, Zip

Co-TRUSTOR/Co-GRANTOR's Primary and Any Alternate Phone Numbers:

Co-TRUSTOR/Co-GRANTOR's Email Address

Email

Confirm Email

SECTION 3: ESTATE PLANNING DOCUMENTS. Please check all that apply: *

• Revocable Living Trust
• Irrevocable Trust
• Pour-Over Will
• Last Will and Testament
• General Durable Power of Attorney
• Financial Power of Attorney
• Healthcare Power of Attorney
• Living Will/Advance Healthcare Directive
• HIPPA Authorization
• Certification of Trust
• Property Transfer Deed
• Other (Please specify)

Estimated Total Number of Notarizations Required: *

A typical Living Trust Package requires 6-8 notarizations.

SECTION 4: WITNESS INFORMATION - WITNESS #1 FULL NAME *

First

Middle

Last

WITNESS #1 Full Address with City, State, Zip Code *

WITNESS #1 Telephone Number *

WITNESS #1 - Relationship to Client(s) *

I Confirm WITNESS #1 is NOT a beneficiary of my estate. *

• Yes, I Confirm

WITNESS #2 FULL NAME *

First

Middle

Last

WITNESS #2 Full Address with City, State, Zip Code *

WITNESS #2 Telephone Number *

WITNESS #2 - Relationship to Client(s) *

I Confirm WITNESS #2 is NOT a beneficiary of my estate. *

• Yes, I Confirm

GDPR Agreement *

• I consent to having this website store my submitted information so they can respond to my inquiry.

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