PREPARE

Preparing for Final Signing

A few minutes now makes the meeting far more useful.

Checklist

  • Your final signing is in person with a notary, because your documents need ink signatures.
  • Provide your grant deed at least two weeks before your signing date.
  • Clear all your questions and sign off on your final review at least two weeks before signing, or the signing will need to be postponed.
  • Have a government-issued photo ID ready for the notary.
  • Bring one independent adult who is not named anywhere in your plan to be present for your signing.
  • Plan for the full signing time, without interruptions.
  • You will sign one original trust and keep it. The notary takes her journal and the signed receipt, which confirms you received your originals.
  • If you would like us to hold a copy of your signed plan in your client portal, scan your signed documents and upload them to your portal. The firm does not keep your signed original.

Questions before your meeting? Call (626) 898-9195 or email info@woodlegalgroup.com.