San Francisco Estate Plan Signing

Trusted by leading estate planning attorneys

For more than 20 years, San Francisco Bay Area law firms have depended on SF Notary’s professional team to conduct estate plan notary signings and ensure documents are signed, initialed, witnessed, and notarized correctly.

Experience and knowledge of estate documents

Through thousands of estate plan signings conducted over our company’s 22 years of service in the San Francisco Bay Area, we have developed unparalleled expertise in notarizing estate planning documents created in California and other states. Our California Secretary of State-commissioned, background check-verified, insured, and bonded notaries understand the critical importance of notarizing estate plan documents correctly and bring extensive experience with trusts, assignments, powers of attorney, advance health care directives, HIPAA authorizations, trust transfer grant deeds, and other estate planning documents. We also gladly witness will signings at no additional charge.

Estate plan packages commonly include some or all of the following documents:

  • Trust

  • Certification of Trust

  • Will

  • Funding Instructions

  • Assignment of Personal Property

  • Advance Health Care Directive

  • HIPAA Authorization

  • ‍Financial Power of Attorney

  • Durable Power of Attorney

  • Nomination of Guardian

  • Nomination of Temporary Guardian

  • Medical Power of Attorney for Minor Child

  • Grant Deed

We provide witnesses

Some estate plan documents may require one or two witnesses when they are executed. For documents that don't require notarization, usually the Will, the notary can act as one of the witnesses. This means that a second witness will be required. You can ask a neighbor or friend to be a witness, but make sure that your witness is not a potential beneficiary. If you prefer, we can bring one or more impartial witnesses with us to your estate plan signing. Please call us at +1 (415) 655-9455 to discuss your requirements and schedule your signing.

We cover the Bay Area

Our estate plan notaries are able to travel to locations all over the San Francisco Bay Area and meet clients during or outside of business hours.

Additional services

In addition to providing witnesses, we also offer printing, scanning, courier, shipping, and deed-recording services.

Convenient online scheduling

To schedule an estate planning signing, just click here or email info@sfnotary.com. If you have any questions, please call +1 (415) 655-9455.

Disclaimer: Information on this website is for informational purposes only. These instructions are based on our knowledge and experience and are meant to be helpful; however, they might contain errors. Please let us know if you encounter mistakes so that we can promptly correct them. SF Notary + Apostille is not a law firm, and its agents are not attorneys. Please contact a licensed attorney or your local bar association for counsel on legal matters.