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Estate Planning Documents

I am an Oakland County mobile notary public and trust delivery agent who comes to you while you sign and finalize your estate planning documents. 

I work with you, or your estate planning attorney, to provide your estate planning documents. Meeting in of your home ensures your privacy. I also provide necessary witnesses to complete the signing of your estate planning documents.


I will either deliver your final estate planning document package to you or help finalize the documents your attorney provided to you.

I return the complete estate planning document package back to your attorney for you.

Most packages consist of the following documents:

  • Trust

  • Certificate of Trust

  • Financial Power of Attorney (POA)

  • Healthcare POA

  • Deed(s)

  • Assignment of tangible personal assets

  • Personal affidavit

  • Last will & testament

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