Finalizing, Signing & Delivering Documents
Next steps after creating documents
13 articles
- Advisor-Initiated Deed Preparation Requests for Clients
- Supported Deed Types with Dec Law
- How to Print & Ship Documents for Clients
- What is the cost for Print & Ship with Wealth.com?
- Can I request Print & Ship for both a trust and a will document?
- How to Submit a Mobile Notary Request
- Supporting Your Client with Finalizing Their Estate Plan on Wealth.com
- POAs: Signing in "Counterparts"
- Mobile Notary for Advisors: How to Request a Mobile Notary on Behalf of a Client
- Handling "Wet Ink" Elections and Post-Execution Changes
- Client Workflow: How to Submit a Deed Prep Request / Fund Your Trust with Real Estate
- Keeping Your Home Out of Probate: Three Ways to Pass On Real Estate
- Dec Law: Deed Preparation/Transfers FAQs for Advisors