Estate Planning Request Form

Estate Planning Request Form

Elite Notary Signing
Before You Begin

This form helps us understand your needs so we can confirm whether Elite Notary Signing is the right fit for your request.

You do not need to have every detail figured out yet. If you’re unsure about an answer, select the closest option or note it below.

Most clients complete this form in 3-5 minutes.
Contact Information
Name*

First NameLast Name
Email*
example@example.com
Phone Number*
Please enter a valid number where we can reach you.
How would you prefer we contact you?*
About the Appointment
Who is the appointment for?*
Is this appointment for an individual or a couple?*
This helps us plan time, signers, and document execution.
What best describes the signer’s situation?*
This helps us prepare appropriately and allow enough time.
Type of Notarization (Select all that apply. This helps us prepare and confirm scope.)*

Durable Power of Attorney (POA)Advance Directive for Health CareLiving WillLast Will and TestamentHIPAA AuthorizationGuardianship DesignationsBeneficiary DesignationsAffidavits or Sworn StatementsWitness-Only CoordinationTrust Documents or AmendmentsOther
About how many notarial certificates will require notarization?*
A notarial certificate is the page that requires notarization (for example, an acknowledgment or jurat).
Are the documents ready to be notarized?*
⚠️ Please note: All documents must be complete and unsigned prior to notarization. Pre-signed documents cannot be notarized.
Is an attorney assisting with the preparation of these documents?*
Appointment Timing
Preferred Appointment Date

MonthDayYear
Date
Preferred Appointment Time Window
How urgent is this request?*
After hours or expedited requests may include additional fees (before 9 AM or after 7 PM).
Location & Accessibility
Preferred Service Location*
Service Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Parking or Access Instructions (Optional)
Please share any parking details, gate codes, security desks, long walks, stairs, elevators, or building instructions that may affect arrival.
Are there any caregiving concerns or accessibility needs we should be aware of for this appointment?*
This helps us plan timing, space, and support appropriately.
Signing Details
How many people will be signing or involved in this appointment?*
Please include all signers, required witnesses, and anyone who must be present for the notarization.
Are witnesses required for these documents?*
Do you need Elite Notary Signing to provide witnesses?*
Would you like Elite Notary Signing to provide witnesses if permitted?
If yes, how many witnesses are needed?
Additional Information
How did you hear about us?*
Please share the contact name of the individual or company that referred you
Important Acknowledgements
Please review the following:

☐ I understand Elite Notary Signing is a notary service provider and does not offer legal advice or prepare legal documents.

☐ I understand all documents must be complete and unsigned prior to the appointment.

☐ I understand signers must be mentally aware, willing, and present with valid identification at the time of notarization.

☐ I understand witnesses, if required, must meet eligibility requirements. If Elite Notary Signing provides witnesses, availability is not guaranteed.

☐ I understand appointments outside standard business hours or requiring expedited service may include additional fees.

☐ I understand that a $25 deposit is required to confirm my appointment. This deposit is applied toward the total service fee and is non-refundable. The remaining balance is due at the onset of service, and payment instructions will be provided once my request is reviewed and approved by Elite Notary Signing.

☐ I understand appointment confirmation and final pricing details will be provided after my request is reviewed.

☐ I understand that Elite Notary Signing reserves the right to decline or reschedule an appointment if legal or ethical requirements are not met. I also understand that rescheduled appointments may require a new deposit, and that deposits are non-refundable.
Should be Empty:

Estate Planning Request Form

Contact Information

About the Appointment

Appointment Timing

Location & Accessibility

Signing Details

Additional Information

Important Acknowledgements