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Estate planning documents and trust packages vary from person to person, family to family, based on individual needs. They are one of the most important things you can do for your family and are meant to change as you go through life and your family dynamics change.
Some of the most common, core documents are: Revocable Living Trust, Inventory List of Assets (Schedule A or C), Certification of Trust, Pour Over Will, Durable, General, & Financial POA,
HIPPA Authorization & Release , Advanced Healthcare Directive, Funding Letter
Guardianship
All mobile estate planning tiers include local travel and notarizations. Additional service options include additional signers, additional packages, courier service for deed recording, non-local travel and witnesses if needed (subject to availability) - additional service option fees apply. $50 deposit required to secure your appointment. The remaining balance will be invoiced during the appointment.
More frequently asked questions can be found on our FAQ page or email andrea@synergyntoaryservices.com for more info.
No. We cannot draft or provide legal documents. Our services are strictly limited to assisting with ID verification, willingness to sign, any oaths or affirmations if required, and notarization.
While we can't assist with preparing estate planning documents, there are a few options available to assist - a local attorney, an online legal platform like LegalZoom, or an estate planning service.
Synergy Notary Services LLC are not attorneys licensed to practice law in Illinois and may not give legal advices or accept fees for legal advice. Please consult with a licensed attorney prior to the appointment if you have legal questions about your documents, need law interpretation, or want advice on the legal effects of your documents.
Witnesses for mobile notary appointments can be provided for qualifying appointments. Availability is subject to scheduling and document requirements. Witnesses for remote online notarizations are always available.
All signers and witnesses must bring a valid (meaning unexpired), government-issued photo identification and any estate planning documents that need notarization.
*Many estate planning documents qualify for Remote Online Notarization. Documents the State of IL excludes from a "nontestamentary estate planning document" are a deed of real property and a certificate of title for a vehicle, watercraft, or aircraft.
Unless otherwise stated, all quotes are estimated totals pending further review of client needs, document review, timing, and receiving country. Client will be notified beforehand and payment will be required prior to any services rendered.
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