The Estate Planning Notary Marketing Package

A Done-For-You System to Help Notaries Attract Estate Planning Clients

Many notaries struggle with one major challenge:

Finding consistent clients.

While general notarizations can be unpredictable, there is a niche that consistently needs reliable notaries — estate planning services.

Estate planning attorneys, seniors, and families regularly need notarizations for important documents like:

• Wills
• Trusts
• Powers of Attorney
• Healthcare Directives
• Estate affidavits

When you market your services properly, you can position yourself as a trusted notary for estate planning signings in your community.

The Estate Planning Notary Marketing Package gives you the tools, scripts, and strategies to help you promote your notary services and build relationships with the professionals who need you most.

Why Market Yourself as an Estate Planning Notary?

Estate planning signings often involve:

✔ Multiple documents
✔ Mobile appointments
✔ Professional referrals
✔ Ongoing client relationships

By positioning yourself as an estate planning notary, you open the door to higher-value appointments and consistent referrals.

Tier 1 : The Notary✨Starter Marketing Package

Begin Promoting Your Estate Planning Notary Services — FREE

If you're new to marketing your notary services, this starter package provides the essentials to help you begin promoting yourself in the estate planning niche.

Inside The✨Starter Marketing Package:

✔ Introduction to Estate Planning Notary Opportunities
✔ List of Estate Planning Documents That Commonly Require Notarization
✔ Notary Business Start-Up Checklist
✔Create Your Estate Planning Lawyer Target List For Your Area
✔ Introduction E-mail Template
 

This package is ideal for notaries who want to start marketing their services without feeling overwhelmed.

Tier 2 : The Notary🌱Growth Marketing Package

Build Visibility and Start Attracting Estate Planning Clients

The Growth🌱Package includes everything in the Starter Package plus additional marketing resources designed to help you actively promote your services.

Inside The Growth Marketing Package:

Everything in the Starter Package PLUS:

✔ Mobile Notary Intake Form
✔ 25 Places to Introduce Yourself as a Notary This Week
✔ How to Create Your Google Business Profile
✔ 7-Day follow-up E-mail Template
✔ Estate Planning Notary Service Flyer Template (Canva)
✔ Notary Introduction Scripts Library

This package helps you move from learning about the niche to actively marketing your services.

Perfect for:

Notaries who want to start building connections with estate planning professionals.

Tier 3 : The Notary💐Bloom Marketing Package

Build a Strong Reputation as an Estate Planning Notary

The Bloom💐Package is designed for notaries who want to go further and consistently attract estate planning clients through professional marketing and relationship building.

You’ll receive everything in the Starter and Growth Packages PLUS advanced marketing tools.

Inside The Bloom Marketing Package:

Everything in the previous packages PLUS:

✔ Estate Planning Appointment Notarization Checklist
✔ Three Additional Introduction E-mail Templates
✔ 14-Day Follow-up Email Template
✔ Refusal Scripts Library
✔ Estate Planning Appointment Scripts Library
✔ 30-Day Notary Marketing Plan Worksheet
✔ Referral Building Strategies
**** FREE BONUS**** 30-Day Social Media Caption Bank with Hashtags! 

This package helps you build long-term connections and create a steady flow of estate planning notarizations.

Perfect for:

• Notaries who want to specialize in estate planning services
• Notaries who want consistent clients and referrals
• Notaries who want a professional marketing system