Estate Plan Signing Checklist (for Attorneys & Clients)

When it’s time to finalize an estate plan, one missing signature or forgotten ID can cause major delays. At Riqueza Business Ventures™ LLC, we specialize in estate plan notarizations — helping attorneys, families, and clients complete the process smoothly and confidently.

Whether you’re a law firm managing multiple trust signings or an individual finalizing your will, preparation is key. This checklist ensures that every signing runs seamlessly from start to finish.

1. Gather All Required Documents

Before your notary arrives, make sure every document is printed, organized, and ready to sign. Common estate plan documents include:

• Revocable Living Trust

• Wills

• Powers of Attorney (Financial and Healthcare)

• Advance Health Care Directive

• Trust Certification

• Deeds or Assignments

Tip: Double-check that every page is complete and free of blank spaces. Notaries in California cannot notarize incomplete documents.

2. Verify Identification

Each signer must have a valid, government-issued photo ID that is current or issued within the past five years. Acceptable IDs include:

• Driver’s license or state ID card

• U.S. or foreign passport (with U.S. visa or entry stamp)

• Military ID (must include photo, signature, and serial number)

If your client or signer doesn’t have ID, California allows the use of two credible witnesses who personally know the signer.

Learn more about acceptable IDs on our FAQ page or confirm with us before your appointment.

3. Schedule a Convenient Time & Location

Estate plan signings often take place in homes, offices, or care facilities. To avoid delays, ensure:

• All signers are present and ready

• The environment is quiet, well-lit, and free from distractions

• Witnesses (if needed) are on-site at the scheduled time

Our mobile notary services travel throughout the San Francisco Bay Area — including homes, law offices, hospitals, and senior living facilities.

4. Communicate Special Circumstances Early

If a signer has limited mobility, is in a hospital, or requires Spanish-language support, let us know in advance. Riqueza Business Ventures™ LLC proudly offers bilingual notary services and can accommodate complex signings with professionalism and care.

We also provide same-day and emergency appointments for attorneys managing urgent estate planning matters.

5. Review and Sign with Confidence

Before notarization begins, the notary will verify identities, confirm willingness to sign, and ensure understanding. Once all documents are executed, we’ll confirm every notarial certificate is properly completed — preventing costly re-signs or rejections.

At Riqueza Business Ventures™ LLC, accuracy is our priority. We ensure every signature, seal, and date meets California notarial standards, giving both attorneys and clients peace of mind.

Final Thoughts

A little preparation goes a long way in ensuring an efficient and legally compliant estate plan signing. With the right documents, identification, and communication, you can turn what feels like a complex process into a simple one.

📅 Schedule Your Mobile Notary Appointment Today:
www.riquezabusinessventures.com/appointments