The Estate & Bedside Signing Playbook

Some of the most important signings happen far from a conference room.

A hospital bedside. A care facility. A kitchen table where the family is anxious and time feels short. These signings pay more because they carry more - witnesses to coordinate, capacity to judge, and documents that may not be read until someone is gone. Attorneys and families look for a notary who is prepared, patient, and exact.

This toolkit helps you become that notary.

WHAT'S INCLUDED:

PLAYBOOK (15-page PDF)

- How execution rules work for wills, powers of attorney, trusts, and advance directives (Florida example) - plus a "your state" worksheet

- Capacity and willingness guidance: what to ask, what to watch for

- A bedside signing flow and witness rules

- A family intake script and how to stop with grace when the answer is "not today"

- Who hires you, an attorney outreach email, pricing structure, and a signing checklist

FORMS KIT (editable Word file)

- 9 forms and messages: intake form, facility pre-visit checklist, booking terms with visit-fee policy, witness sheet, signing-day checklist, capacity guide, and attorney emails

QUOTE CALCULATOR & VISIT LOG (Excel)

- Build a quote in seconds and track every visit, fee, and journal reference

Works in Word, Excel, Google Docs, and Google Sheets. Instant download.