Professional Notary & Legal Document Services, Wherever You Need Them
Because we have a comprehensive view of our clients’ assets and financial lives, we can coordinate tax planning across investment, estate, and charitable giving activities to manage — and potentially minimize — their total tax obligations.
It’s Not Just a Signature — It’s Peace of Mind with Professional Notary Services
Susan Portnoi, CPA/PFS
Sr. Wealth Advisor
Our Core Notary & Legal Document Services
We come to you! Our mobile notary service brings a certified notary public to your home, office, hospital, or any location convenient for you. Perfect for those with mobility challenges, busy schedules, or urgent document needs. Available evenings and weekends by appointment. We handle all types of documents requiring notarization with professionalism and confidentiality.
Get documents notarized from anywhere with Remote Online Notarization (RON). Using secure video conferencing technology, you can have your documents notarized without leaving your home. This convenient service is perfect for out-of-state transactions, international clients, or anyone preferring digital convenience. Our platform meets all state requirements for identity verification and electronic signatures.
Professional assistance with preparing legal documents to ensure accuracy and compliance. We help you complete forms correctly, avoiding costly mistakes and delays.
- Affidavits and sworn statements
- Contracts and agreements
- Loan documents
- Business formation documents
Prepare essential estate planning documents to protect your assets and ensure your wishes are honored. We guide you through the process with clarity and compassion.
- Power of Attorney (POA) documents
- Last Will and Testament preparation
- Living Trusts and estate planning
- Healthcare directives
Need documents authenticated for international use? We facilitate apostille certification for documents being used in countries that are part of the Hague Apostille Convention, including Vietnam. This service validates your U.S. documents for legal recognition abroad.
- Birth and marriage certificates
- Educational diplomas and transcripts
- Corporate documents
- Court documents
- Deed notarization
- Mortgage and refinance documents
- Property transfer documents
- Lease agreements
For illustrative purposes only; services may vary by state and client needs.
Our Notary Services
Mobile & Remote Notary Public
We come to you! Our mobile notary service brings a certified notary public to your home, office, hospital, or any location convenient for you. Perfect for those with mobility challenges, busy schedules, or urgent document needs. Available evenings and weekends by appointment. We handle all types of documents requiring notarization with professionalism and confidentiality.
Online Notary Public (RON)
Get documents notarized from anywhere with Remote Online Notarization (RON). Using secure video conferencing technology, you can have your documents notarized without leaving your home. This convenient service is perfect for out-of-state transactions, international clients, or anyone preferring digital convenience. Our platform meets all state requirements for identity verification and electronic signatures.
Additional Legal Document Services
Legal Document Preparation
Professional assistance with preparing legal documents to ensure accuracy and compliance. We help you complete forms correctly, avoiding costly mistakes and delays.
- Affidavits and sworn statements
- Contracts and agreements
- Loan documents
- Business formation documents
Power of Attorney, Wills & Trust/Estate Planning
Prepare essential estate planning documents to protect your assets and ensure your wishes are honored. We guide you through the process with clarity and compassion.
- Power of Attorney (POA) documents
- Last Will and Testament preparation
- Living Trusts and estate planning
- Healthcare directives
Apostille Service
Need documents authenticated for international use? We facilitate apostille certification for documents being used in countries that are part of the Hague Apostille Convention, including Vietnam. This service validates your U.S. documents for legal recognition abroad.
- Birth and marriage certificates
- Educational diplomas and transcripts
- Corporate documents
- Court documents
Real Estate Document Services
Specialized notary services for real estate transactions, ensuring all documents are properly executed and legally binding. We work with buyers, sellers, and real estate professionals to facilitate smooth closings.
- Deed notarization
- Mortgage and refinance documents
- Property transfer documents
- Lease agreements
Featured Notary & Legal Services
- Mobile Notary Public
- Remote Online Notary (RON)
- Legal Document Preparation
- Power of Attorney, Wills & Trusts
- Apostille Services
- Real Estate Document Services
* Services may vary by state and client needs; additional fees may apply for certain notary or document services.
Take the Long View with Your Documents