I am thinking of taking this course through Notary Coach and wanted to know if it’s money WELL spent. Do they show you how to market for business? Aside from just posting on your Google page? Just wondering if I would get a return on investment. Thank you for sharing 
I have never heard of this “branch” of notary work…but found this definition…
" A Certified Notary Trust Delivery Agent (CNTDA) is a specially trained notary public who handles the delivery and notarization of trust-related documents. They combine the roles of a notary public and a trusted courier to notarize, authenticate, and securely deliver important documents1234"
Now, if I’m reading this right (and I think I am) I cannot fathom paying anything for this at it seems to be merely receiving trust docs. printing, taking to signers and notarizing them then returning them to document preparer/originator.
General notary work also including printing and dropping at FedEx/UPS as required - just like loan signings. As a notary, you are not allowed to “explain” anything within the docs at all (and you’re also not allowed to prepare the docs on your own), and what are you “authenticating”? You don’t really have the authority to “authenticate” anything. What you’d be “certified” in is a mystery to me. Honestly, it just sounds more like a moneymaker for those offering this “course” and nothing more.
Marketing? Attorneys, trust attorneys, trust insurance agencies, etc etc - along with listings on Google, Yelp and others…all of which you can do on your own. All I CAN tell you is trust signings take time as there are numerous documents involved - in addition to which you will probably need two unrelated, independent witnesses to be present.
Sorry, this is probably not what you wanted to hear - but I hate to see anyone throw good money after bad. Good luck in your decision - let us know how it works out.
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First thing you do is get a list of Trust Lawyers in your area. Check their websites…and you’ll probably find they have more than enough staff to handle it themselves.
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Kudos to the marketing minds at NC. Do you get a certification too?
Seriously, as someone who throughout his notary career has been tagging along with some of the highest-paid trust attorneys in Southern California, there’s a real shortage of professional notaries who can successfully handle a living trust signing.
What are Trust Mills that cut out the attorneys?
They mail out the Trust, or email a .pdf copy then instruct the client to call a notary. A typical trust contains a dozen notarized signatures and requires several witnesses, so notary training would really help so you don’t create a time bomb that can’t be fixed.
Fees? Charge per signature plus a mobile notary fee. But get ready for a marketing company to figure a way to get in the middle and take advantage of the “trust certified” notaries.
In my direct experience, that mirrors @Arichter 's as noted above, the Trust Attorneys in my region DEFINITIVELY have more than sufficient qualified staff members (or direct access to them) who will gladly manage these projects for them. In addition, since they’re on-staff, they don’t have any direct out-of-pocket expenses with them (as they would have with a Signing Agent [SA]).
The only time the local Trust Attorneys have needed my services is when their staff are over-booked or during COVID-19.
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Don’t waste your hard-earned time or money on this course.
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If you’ve successfully completed the Notary2Pro Training Certifications within the Bundle, you’re already well-prepared to provide these professional services.
Avoid any course that is simply “re-packaging” of Signing Agent [SA] services to sell you one more thing . . ..
FYI: You’ll soon discover the business entities that are endeavoring to prepare you for managing your business & providing professional services . . . and those that are only in it for the money to sell you this course, another course, etc., etc., etc.
Caveat Emptor
FWIW: I was present during my mother’s trust signing which took place in her kitchen and was conducted by a lady who explained how to havigate the Trust Binder w/multiple tabs and a guy who answered questions my mother & I had and notarized. It took 3 hours.
Recently, notarized a DIY online Trust as GNW for a man who seemed to me to have some very odd ideas about what the Trust did for him. He, too, had a Trust Binder (3 ring notebook purchased at Walmart) and had flagged whatever needed notarization–which is ALL I saw (other than the Title page of the 13 docs I was notarizing–and getting him to show me the Title page for journaling purposes was a 5 minute ‘discussion’ that I ‘won’). He wasn’t expecting that I needed a ‘Title of doc I’m notarizing’, so it took much longer than either of us anticipated. He jabbered constantly about what he ‘thought’ he was accomplishing while he flipped pages lo find the Title page.
Also, once got involved as a SA for an RM for a man whose niece had set up a DIY online Trust and screwed up the paperwork so it seemed that the property in Trust was hers and he was the Trustee (it was supposed to be the other way around). That was a three-peat ordeal for me & the Title co. who was trying to get the mess she’d created straightened out.
My point is Trusts can be tricky and I seriously doubt that a good ‘trust attorney’ would be comfortable with a notary s/he did not train & control.
I don’t remember where I was looking, but I googled the people who put that on, and the reviews are not very good. Like you would be a fool to pay for the course. I think one reviewer came out and said it.
Lots of attorneys and legal document preparers are also notaries. I prepare legal documents. I don’t charge for my notary work.
If you are in CA, look into getting your paralegal degree. Its two years and CA is really good at offering free community college. Then you can prepare legal documents.
Here is a reddit thread on the topic.
Trust Delivery Agent : r/Notary
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No, it’s not worth it. The guy who promotes this always has a new “certification” for one thing or another. And his prices are ridiculous. He also inundates your inbox with promotional emails disguised as offering a free class, only to turn out to be just a lead-in to the new course that he is selling. After reading enough of his emails, you begin to think of him as a used car salesman type of guy. You can market on your own to attorneys, and you can study up on estate planning documents on your own.
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I haven’t done the Notary Coach course specifically, but I know a few people who’ve become successful TDA’s. The marketing is definitely key, just having a Google listing isn’t enough. Networking with title companies and real estate agents is HUGE.
All due respect but I don’t see the correlation between title companies and real estate agents as they relate to Trust documents (usually prepared by attorneys or trust agencies).
This is another ‘program’ set up by a different notary expert. I’ve been handling trust/estate signings for some time now. There’s nothing special with these docs that an experienced Notary can’t handle.
Trust and Estate docs are very State specific, but the signing part isn’t. The market demand for these signings is rather small. With the over supply of NSAs looking to fill the gap, this probably won’t do it.
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agree. The only issue I have ever run into was convincing 1 woman I used to work for that yes she really did need witnesses. This “argument” wasn’t heated just a conversation , but I left it alone with her not believing me , even with google at her finger tips . No I of course didn’t notarize anything for her .
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