EP onboarding with Binder Preferences

  • New EP Client Onboarding Form

  • Please set aside 20-30 minutes to help us get to know you and your practice. This will help ensure a top notch experience for you and your clients. 

    We will be gathering details about your process, the notary appointment, and your preferences for document recording and binder assembly as applicable. 

  • Document & Appointment Preferences

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  • Some notary journals (like above) contain a list of possible documents for the signing. Therefore, the notary can use one line in their notary journal instead of a separate line for each document. Is this practice acceptable to you?
  • California notarial law does not provide a provision requiring a California notary public to cross out, or not cross out, pronouns such as he/she/they, on a notarial certificate. How do you approach pronouns in the acknowledgement? https://notary.cdn.sos.ca.gov/forms/notary-handbook-current.pdf
  • Besides signing the trust first and will second (to release the witnesses), do you have other preferences about the order of the documents being signed?*
  • Do you want the documents sent to the signers ahead of time?*
  • Our notary will always be happy to be a witness if your document requires one or more witness signatures. If your signer is unable to locate an additional witness (or witnesses) for a will, how would you like to handle this?*
  • If during the signing, a material concern about the language in the documents or an error of some sort results in the signer refusing to sign one or all of the documents, how would you like us to handle these situations? (We are not attorneys and cannot provide legal advice nor explain legal language).*
  • If we can't reach you or we need to stop the signing, should we leave the documents with signer or have the notary take the documents with them?*
  • Do you get a copy of signer's IDs or confirm the name on the IDs as part of your process?
  • Would you be interested in trying out our ID validation software? It allows the signer to upload their ID and then sends an email with the legal name and expiration date after checking to make sure it is a valid ID.

  • Paper Preferences

    Our standard paper, that we use for 90% of our clients, is 3 hole punched 20lb paper with 92 brightness.
  • Does our standard paper (3 hole punched 20lb paper with 92 brightness) work well for you?*
  • What paper weight do you prefer?*
  • What paper brightness do you prefer?*
  • What documents can be hole-punched?*
  • Are any of the documents printed in color or have any special printing?

  • Shipping and Scanning Information

  • Are interested in Binder Assembly by TBN?*
  • Document handling after the appointment if a binder is not being assembled by TBN*
  • Our in-person appointments include scanning at no extra cost. Would you like to receive a high quality PDF copy of the documents after the signing? (A folder containing Individually titled documents and a combined version for easy printing).*
  • Who needs scans of the signed documents?*
  • If you need scans, how would you prefer to receive them?

  • Binder Preferences

    The following section will help us make sure that we can put your binder together to meet all of your specifications.

  • Binder Process & Content

  • Please tell us your binder preferences.*
  • Can you provide us with a sample binder so we can see exactly how you put your binders together?*
  • Do you have a working Estate Planning binder process?*
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  • Do you have a specific order for the documents?*
  • When making a binder for a couple, how should their documents be arranged? (i.e. Husband's will before Wife's will)*
  • If using the standard white binder, do you require cover pages for the binder?*
  • Will you provide us with the cover pages?*
  • Would you like us to use dividers to separate the sections of the estate plan?*
  • Please choose your divider preferences from the options below:*
  • Do you want the documents hole punched or put in clear sleeves?*
  • Do the documents need to be stapled?*
  • If we recording the deeds or other documents, what would you like us to do with the original signed deeds or other documents?*
  • Are there supplemental documents or inserts that need to be included in the binder?*
  • Would you like an extra copy of the entire estate plan?
  • Do you need any extra copies of any of the documents?

  • Binder Shipping Preferences

  • Do you want to review the binders before they are shipped?*
  • How would you like to review the binders before they are shipped?*
  • Once the binders have been approved, to whom should we ship the binders?*
  • When shipping the binder, we use FedEx to ensure safe delivery and generally recommend requiring a signature, but that means that they need to be home to receive the delivery. Do you want to require a signature?*

  • Flash Drive Preferences

  • Do you want a flash drive included with the binder with electronic copies of the documents?*
  • Do you have a specific order for the documents on the flash drive?*
  • Do you have a naming convention for the files on the flash drive?*
  • Do you want to provide the flash drives or have TBN provide the flash drives?*

  • Document Recording Preferences

  • Do you want TBN to submit and manage deed or document recording associated with your signings?*
  • Do you want the deeds to be hole punched?
  • If there is a small error in the document to be recorded, would you authorize us to make that small change or do you prefer to make that change? We will check in with you before any corrections are made.
  • What kind of small corrections would you like us to make on your behalf before submitting?
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