• ESTATE PLANNING DOCUMENT EXECUTION-INTAKE FORM

  • Welcome!

  • Estate Planning Document Execution Consultation Request

    Law Notary LLC

  • Thank you for your interest in Law Notary's Estate Planning Document Execution Services.

    This consultation request helps us understand your estate planning document package, signer requirements, witness needs, appointment preferences, and any special considerations so we can prepare for your appointment and provide an accurate quote.

    Our goal is to help make your appointment as smooth, efficient, and predictable as possible. The more we understand your appointment before we meet, the better we can prepare and minimize unexpected delays or changes.

    Most clients complete this form in approximately 5–7 minutes.

  • Before You Begin

  • If available, please have your estate planning document package with you while completing this form. Some questions will ask you to identify the documents included in your package. You may also be asked to review the signature pages to help identify notary and witness requirements.

    Please answer each question as accurately as possible. If you are unsure of an answer, simply select “Not Sure” rather than guessing.

    If one of your documents is not listed, simply select “Other” and enter the document name.

    The information you provide helps us prepare for your appointment and minimize unexpected delays or changes on the day of your signing.

  • Quote & Scope of Services

  • Quotes are based on the information provided in this consultation request. If the scope of work changes after review of your documents or at the appointment—for example, additional documents, signers, notarizations, witnesses, or other requested services—the final fee may be adjusted.

    Any changes will be discussed with you before services are performed.

  • Important — This Does Not Schedule an Appointment

  • Completing this form does not schedule an appointment. After reviewing your responses, Law Notary will contact you to discuss your appointment, answer any questions, and provide the next steps for scheduling.

    We appreciate the opportunity to assist you and look forward to providing a professional, organized, and efficient document execution experience.

  • Requestor & Signer Information

    Please provide information about the person completing this consultation request, followed by information about the individual(s) who will be signing the estate planning documents.
  • Who is completing this consultation request?*
  • Format: (000) 000-0000.

  • Signer Information

    Now tell us about the individual(s) who will be signing the estate planning documents.
  • Format: (000) 000-0000.
  • Who should be our primary point of contact for this consultation request?*
  • Preferred method of communication*

  • Document Package Information

    Please have your estate planning document package available while completing this section. Use the document titles to help identify the documents included in your appointment. If you are unsure of a document's name, select “Not Sure” rather than guessing.
  • Which of the following best describes the estate planning documents you need assistance executing?*
  • Approximately how many total documents will be signed across all signers?*

  • How to Count Your Documents

    Please count each separate document that will be signed. If two signers each have their own identical 5-document set, count that as 10 total documents. Shared documents signed by both signers should be counted once.
  • How are the estate planning documents organized among the signers?*

  • Shared vs. Individual Documents

    Shared documents are signed by more than one signer. Individual documents are signed by one signer. If each signer has their own copy of the same documents, select “Each signer has their own identical set of documents.”
  • Select all documents that will be signed during your appointment. If you are unsure of a document name, select “Not Sure.”*
  • Were your estate planning documents prepared by an attorney?*
  • Will you be bringing the documents with you to the appointment?*
  • Besides the signer(s), who else is expected to attend the appointment?*
  • Will your documents be printed and ready for signing when you arrive?*

  • Signers

    Please tell us about the individual(s) who will be signing documents during the appointment.
  • Which best describes the signer(s)?*
  • Will everyone who needs to sign be present at the same appointment?*

  • Signature Witness Information

    Please review the signature page(s) of each document in your package. Look for any signature lines labeled “Witness,” “Witness #1,” “Witness #2,” or similar. If you are unsure, select “Not Sure.” This information helps us prepare for your appointment and coordinate witness needs, if applicable.
  • As you review your documents, do you see any witness signature lines on one or more documents?*
  • Approximately how many documents include witness signature lines?*
  • How many witness signature lines appear on those documents?*
  • If witnesses are needed, which best describes your current plan?*

  • Appointment Location

    Please tell us where you would like the document execution appointment to take place. This information helps us determine travel requirements, appointment logistics, and whether any additional information may be needed before scheduling.
  • Where will the appointment take place?*

  • Location & Access Considerations

    Appointments at healthcare facilities, corporate offices, secured buildings, and other locations with check-in, parking, security, visitor-access, elevator, unit/room access, or similar requirements may require additional appointment time. Any applicable travel, parking, access, extended-time, or other service-related fees will be considered when your quote is prepared and discussed with you before services are performed.

  • Signer Accommodations & Appointment Considerations

    To help us prepare for a smooth, safe, and efficient appointment, please let us know if any signer may benefit from additional time, accommodations, or special preparation during the document execution process. Select all that apply. If none apply, select “No accommodations or special considerations.”
  • Does any signer have any of the following accommodations or appointment considerations?*
  • Do you anticipate that any signer may need additional time during the appointment?*

  • Scheduling Preferences

    The following information will help us understand your preferred timeframe and any scheduling considerations before contacting you.
  • How soon are you hoping to have your estate planning documents executed?*

  • ⭐ Before Your Appointment: Important Preparation Instructions

  • These instructions are intended to help your appointment run smoothly and avoid delays or the need to reschedule.

    To help ensure a smooth, efficient, and accurate document execution appointment, please REVIEW and PREPARE your documents before arriving for your appointment.

    Your appointment is reserved for the execution of your estate planning documents. To make the best use of your appointment time, please arrive with your documents fully prepared for signing, except for signatures, initials, dates, witness sections, and notarial certificates, unless otherwise instructed by your attorney or document preparer.

    Before your appointment, please complete any informational fields your attorney or document preparer intended for you to complete, such as:

    • Agent, Trustee, Personal Representative, or Successor Trustee names
    • Addresses
    • Telephone numbers
    • Email addresses
    • Other non-signature information requested within the documents

    Please do not sign, initial, or date any documents before your appointment. Likewise, please do not complete any witness sections or notarial certificates.

    If you are unsure how to complete any informational field, please contact your attorney or document preparer before your appointment. Law Notary cannot advise you on how legal documents should be completed.

    If your documents are not fully prepared when you arrive, additional appointment time may be required or your appointment may need to be rescheduled, depending on the circumstances.

    Arriving with your documents prepared helps prevent delays, minimizes appointment interruptions, and allows us to focus on the proper execution of your estate planning documents.

  • Professional Notice & Final Acknowledgements

  • Please review the following information before submitting your consultation request.

    Professional Notice

    Law Notary provides professional notarial and document execution services but does not provide legal advice, legal opinions, legal representation, or document preparation services.

    Our role is to facilitate the professional execution and notarization of your documents. We cannot interpret legal documents, recommend how documents should be completed, advise you regarding the legal effect of signing them, or determine whether your documents meet your legal needs.

    If you have questions about your documents, how they should be completed, or whether changes should be made, please contact your attorney or document preparer before your appointment.

  • Please acknowledge the following statements:*
  • Date*
     - -
    2 digit month, 2 digit day, 4 digit year
  • How did you hear about Law Notary?

  • Thank You!

    Thank you for completing the Estate Planning Document Execution Consultation Request. Law Notary will review the information you provided and contact you regarding your service needs, quote, and next steps for scheduling.
  • Should be Empty: