Outsourced Estate Planning Signings: Best Practices for Trusts and Estate Attorneys in a Convenience-First Economy

​Most estate planners know they should delegate more.

But how do you do it without losing control, risking compliance, or wasting money?

In this LinkedIn Live, we’ll cover:
✅ What to consider before outsourcing (risk, finances, and quality)

✅ How to vet vendors for compliance and cultural fit

✅ The difference between mobile notary, in-office, and RON signings

✅ Real-world examples of attorneys scaling statewide and growing 30%+

✅ How outsourcing can save you 6–8 hours of non-billable time per client

✅ A framework for seamless workflow integration

Whether you’re just starting to explore delegation or ready to scale, this session will help you build systems that free up your time while creating more flexibility for clients.

Speakers:
👩‍💼 Stephanie Rosso, PhD, COO The Best Notary

👨‍💼 Eli Angote, CEO The Best Notary

🗓 Date & Time: September 24th at 12PM PST/3PM EST

📍 Streaming live on LinkedIn and Zoom

Join us and learn how to turn outsourcing into your firm’s growth engine.

Even if you can't make it please RSVP so we can send you the recording.

​For more details, visit [TheBestNotary.net](https://www.thebestnotary.net/document-concierge).