Estate Planning 

Getting started is simple.

If you are just beginning the estate-planning process or would like to provide some basic information first, complete our short Estate Planning Inquiry Form.

This quick form gives us an opportunity to learn a little about what you are looking for and helps determine the appropriate next step.

Para comenzar es sencillo.

Si apenas estás comenzando el proceso de planificación de su patrimonio o desea proporcionar primero información básica, complete nuestro Formulario Breve de Consulta de Planificación Patrimonial.

Este formulario rápido nos permite conocer un poco más sobre lo que está buscando y nos ayuda a determinar el siguiente paso adecuado.

If you are ready to provide more detailed information, you can complete our Full Estate Planning Intake Form.

This form collects the information needed to help organize your estate-planning information, including personal and family information, existing estate-planning documents, powers of attorney, healthcare directives, real estate, and other important areas.

Because the form is detailed, take your time and answer each question as completely as you can.

If you have questions while completing either form or are unsure how to answer a particular question, please reach out.

I am happy to help explain what information is being requested and guide you through the intake process.

This is especially helpful for:

• First-time estate planning clients

• Families with multiple beneficiaries

• Anyone who wants a smoother, stress-free process

Please remember that Golden Bear Notary provides notarial services and does not provide legal advice or prepare estate-planning documents. 

Disclaimer: I do not provide legal advice. An attorney will review and advise on your selections.

Once you submit your information, your responses will be reviewed and the next step will be determined based on where you are in the estate-planning process.

If additional information is needed, you may be contacted for clarification.

When your estate-planning documents are ready for notarization, Golden Bear Notary can coordinate a convenient mobile appointment at a location that works for you.

Depending on your estate-planning needs, you may also be referred to the appropriate estate-planning professional for legal guidance or document preparation.

My role is to provide professional notarization services and help make the signing process as convenient as possible.

You do not have to figure out every step on your own.

Whether you are just beginning or are ready to complete your detailed intake, Golden Bear Notary is here to help make the notarization portion of the process convenient, professional, and mobile.

When your documents are ready, I can meet you at your home, office, hospital, or another convenient location.

The Golden Choice

Professional. Reliable. Mobile.

Golden Bear Notary brings the notary appointment to you, helping make an important part of the estate-planning process simple and convenient.