How Signing Works

How Document Signing Works

A stress-free, fully virtual 5-step process for estate planning documents in NC & SC

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Why Proper Signing Matters

Signing estate planning documents is more than just putting pen to paper — it’s a legal formality that ensures your documents are enforceable and recognized by courts. North Carolina and South Carolina require specific witnesses and notarization for wills, trusts, powers of attorney, and healthcare directives.

That’s why we’ve designed a signing process that’s both legally compliant and convenient for you. No office visits. No confusing paperwork. Just a straightforward, fully virtual experience.

Our 5-Step Mobile Signing Process

1

Documents Drafted Virtually

After your design meeting, our attorney drafts your custom will, trust, or POA tailored to your situation.

2

You Review from Home

Access your documents online, review every page, and ask questions via email or call — no office visit needed.

3

We Schedule the Notary

We coordinate a time that works for your schedule — evenings, weekends, wherever you’re located in NC or SC.

4

Notary Comes to You

Our mobile notary arrives at your home or preferred location with all necessary forms and witnesses.

5

Documents Filed & Delivered

After signing, we file your documents where needed and deliver certified copies to you — done.

The entire process takes 4-6 weeks from initial consultation to signed documents in hand.

Estate Planning Process

Why Virtual Signing Works Better

Traditional law firms require office visits, rigid scheduling, and time away from your family. Our virtual signing process flips that on its head:

  • Zero office visits. We come to you — home, office, or coffee shop.
  • Flexible scheduling. Evenings, weekends, times that fit your life.
  • NC & SC statewide service. Live in Charlotte, Greenville, Wilmington, or anywhere in between? We’ve got you covered.
  • Full transparency. Review your documents on your timeline before signing anything.
  • No surprises. You know the fee upfront — no hourly billing, no hidden costs.

NC & SC Legal Compliance Built In

Both North Carolina and South Carolina have specific legal requirements for valid wills, trusts, and powers of attorney:

Wills & Trusts

Must be signed in front of two witnesses and a notary public (or self-proving affidavit). We handle all of this.

Powers of Attorney

Require notarization in NC & SC. We ensure proper execution so they’re honored by banks and healthcare providers.

Healthcare Directives

Should be signed, witnessed, and notarized for maximum enforceability. We follow best practices every time.

Our mobile notary process ensures every document meets state requirements the first time, so your family won’t face legal challenges when they need to use these documents.

What to Expect at Your Signing Appointment

Here’s exactly what happens when our mobile notary arrives:

Signing Process
  • 15-30 minutes total. The notary walks you through each document, answers questions, and witnesses your signature.
  • Bring ID. Government-issued photo ID is required for notarization.
  • Sign in front of witnesses. Usually your spouse or family member — they must be present.
  • Receive copies immediately. You get certified copies on the spot.
  • We handle the rest. Filing, recording, and any required filings are our responsibility.

Pro tip: Have everyone who’s signing present at the same time. This speeds up the process and means everyone gets witnessed together — efficient and legally solid.

Ready to Get Your Documents Signed?

The signing process is just the final step — but it’s a crucial one. If you haven’t started your estate plan yet, we recommend watching our free webinar on estate planning basics, then scheduling a design meeting to discuss your situation. Learn more about our complete virtual process to see how it all works together.

If you already have documents drafted elsewhere and just need help with signing, we can assist with that too. Just give us a call at 704-741-3114 or reach out online to discuss your specific situation with our experienced estate planning team.

Ready to Protect Your Family?

Stop worrying about what happens if something goes wrong. A properly signed estate plan gives you peace of mind and protects the people you love. Let’s get started today.

Schedule Your Free Consultation

Or call us at 704-741-3114