Estate Planning Solutions

Welcome to MobileNotary2Go's Estate Planning Solutions. Estate planning is an essential yet often overlooked aspect of financial management. It involves organizing your assets and making provisions for their distribution if you become unable to manage them or pass away. Regardless of the size of your estate, planning is crucial to ensure your wishes are honored and your loved ones are protected.

Why You Need Estate Planning

  • Planning for Incapacity

    Estate planning isn't just about distributing your assets after death. It also includes preparing for potential incapacity. By setting up a durable power of attorney and healthcare directives, you can appoint trusted individuals to make financial and medical decisions on your behalf, ensuring your affairs are managed according to your wishes.



  • Ensuring Your Wishes Are Honored

    Without an estate plan, your assets may not be distributed as you desire. A well-prepared will or trust guarantees that your property and investments go to the people or organizations you care about, minimizing family disputes and ensuring your wishes are respected.




  • Avoiding Probate

    Probate is the legal process of validating a will and distributing an estate. It can be lengthy and costly, reducing the inheritance your heirs receive. Effective estate planning, including tools like revocable living trusts, helps your family avoid the hassle and expense of probate.





  • Protecting Beneficiaries

    Estate planning can safeguard your beneficiaries, particularly minors or those with special needs. Trusts can ensure that assets are managed responsibly until beneficiaries are capable of handling them. Trusts also provide protection from creditors and mismanagement.






  • Peace of Mind

    Having an estate plan provides peace of mind, knowing that your affairs are in order and your loved ones will be taken care of according to your wishes. This allows you to enjoy life without worrying about the future.
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How MobileNotary2Go Can Help

Expert Guidance

Richard Anderson, a Certified Notary Trust Delivery Agent, brings advanced training and extensive experience to help you navigate the complexities of estate planning. Richard works with you or your estate planning professional to ensure your documents are properly prepared and executed.

Convenient Mobile Service

Richard offers mobile notary services, meeting you in the comfort of your home to ensure your privacy and convenience. He provides necessary witnesses and can deliver your final estate planning document package to you or your attorney.

Comprehensive Document Handling

Typical estate planning packages include:

  • 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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What Happens If You Don’t Plan?

Imagine a scenario where you become incapacitated due to illness or accident. Without proper legal documents in place, your loved ones may face significant hurdles managing your affairs. They might have to hire an attorney and go through guardianship and conservatorship processes, causing unnecessary stress and expense. Avoid this anguish by ensuring your estate plan is complete and accessible.

Start Planning Today

Ready to get started?

We’re here to help!

Secure your future and protect your legacy today. Contact Richard Anderson to discuss your estate planning needs.

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