Clone of Final of Final Appointment Service Schedule Form

Estate Planning Intake Form

Please fill out your contact details, select the documents needed, and specify your appointment preferences.
Are you a business looking to hire a mobile/online notary for a client?
Name of Business
Contact Name

First NameLast Name
Contact Email
example@example.com
Contact Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
How Many Signers?
Witness Information - Please Read

I'm not able to provide witnesses. Please make sure your client can arrange witnesses if needed.
Where Would You Like me to Travel to?

Provide the full address below.
Street address 🚗

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Let's Start With Your Full Name

First NameLast Name
Email address
example@example.com
Phone number
Please enter a valid phone number.Format: (000) 000-0000.
Will Another Signer be Present
Full Name of 2nd Signer

First NameLast Name
Where Would You Like to Meet?

Provide the full address below.
Street address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Which estate planning documents do you need notarized?
If you selected 'Other', please specify
How soon do you need this done?
Do you have a date in mind?

MonthDayYear
Date
Preferred Appointment Time
Witness Information - Please Read

Some estate planning documents may require witnesses. Please review your documents before your appointment. If witnesses are required, you must provide your own witnesses. Witnesses should generally be neutral adults who are not related to you, are not named in the documents, and do not have any financial or property interest in the documents. Please consult your attorney if you are unsure who may serve as a witness. All witnesses must be 18 years of age or older and must present a valid government-issued photo ID, such as a driver’s license, state ID, or passport. The notary does not provide witnesses and cannot give legal advice.
Any special notes, requests, or accessibility needs?
File Upload

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Estate Planning Intake Form

Where Would You Like me to Travel to?

Where Would You Like to Meet?