Hi all, I could have sworn there was a search option for these forums but I’ll be darned if I can find it today. Anyway, has anyone ever heard of or worked with Inherit Guard? May be spelled InheritGuard as well. Thanks!
Bar up top, over to the right near your avatar, hover cursor over that way and the magnifying glass will brighten up.
No info on this company…sorry. Knowledge limited to !locating search function…lol
Thanks!! Right where you said it was! In other news, nothing came up
@ilisa_stillman You’re CORRECT! There is a quite VALUABLE Search function!
This information is a GOLDMINE!
Most members express that they find it difficult/NEARLY IMPOSSIBLE to locate the Search Function in order to access the wealth of information available within the database that has been generously contributed by your sagacious fellow business owners over the years . . .
To be helpful, I’ve inserted an image for you & others [see below] to help members locate it to unlock the wisdom & knowledge of other members on the forums.
===>>> No direct experience with that business entity. Google Search reveals: “Estate Planning, Wills, & Trusts”
SPECIAL NOTE: Accessing the database to locate information about potential clients has saved many of us an inordinate amount of time ‘chasing’ payments for Services professionally provided to potential non-payers . . . 
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LOL!!! Glad to help…
I just received an email from them as well and they said they found my contact info here on Notary Cafe. I went ahead and filled out their form and see where it goes.
It appears to be an online estate planning site, indicating they had previously been LSPN?
If you have an update from June (did you get any jobs, payment, time to get paid, etc) would appreciate to know it it’s worth pursuing …
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Thanks for the response! I meant to update the post, too. I signed up with them and have gotten a couple of jobs already. Pay was quick too. 
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Thanks for the update :-).
@ilisa_stillman & @DJUTNotary 
Thank You for asking this question & sharing your direct experience. 
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FYI: I’ve also received the individualized invitation & onboarding data for addition to the Preferred List.
I’ll return with updates as the process moves forward . . .
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FYI: TO ALL NOTARY CAFE MEMBERS WHO’VE RECEIVED THE INHERITGUARD ONBOARDING FORM - FOLLOWUP
Please carefully consider the Second Entry on Page 1 of this form. It requests your Date of Birth [DOB]. That is Non-Public Personal Information [NPPI] data.
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In addition, InheritGuard requests that the completed OnBoarding Form be submitted via email (not a secure transmission process), you may want to request an alternative submission method . . .
NOTE: As the DOB is NPPI data, I won’t be providing it. There is no realistic reason to justify requesting that specific data for submission.
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Also, remember to ALWAYS provide your Employer Identification Number [EIN], NOT your Social Security Number [SSN] when completing submissions of this type/kind.
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Thanks for the reminder of DOB and security concerns! Being anxious to sign up and hopefully get business, I missed these important items! Now to watchout for scams…
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@DJUTNotary Absolutely! 
Always be VIGILANT with your data when completing On-Boarding Forms - one never knows!
Hopefully, you omitted your DOB & you already have an EIN & you provided the EIN number . . .
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At least I used my EIN rather than SS..
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TO ALL NOTARY CAFE MEMBERS:
Has anyone (besides me) completed a Signing Order [SO] for this business entity?
FYI: I completed my initial SO with them on the 19th of the current month.
From my perspective with a firsthand direct experience, any future SOs from this business entity definitively will be a 
Hard Pass due to the extended amount of time requirements, the extensive amount of notarizations, etc.
REVIEW DETAILS IN THE POST THAT FOLLOWS THIS ONE.
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Caveat Venditor!
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Helpful delineation of the details within the initial document package with this business entity:
- Documents are shipped directly to the Signer(s)
- Signer(s) have an opportunity to Review & pose Queries with the law firm prior to the Signing Appointment
- The Professional Signing Agent [PSA] contacts the Signer(s) & a date, time, & location are determined
- The Signing Appointment details can be altered if the Signer(s) need to do so - just REMEMBER to retain the email that provides the direct link to the scheduling calendar for this business entity
- There are NEARLY 100 pages in the document package
- There are 17 notarizations in ONE document package
- Two Witnesses are required & are to be facilitated by the Signer(s)
- Document package is filled with 4 or 5 Post-It signature flags per signature page throughout the package
- A FULL set of SCANNED documents is to be performed On-Site at the time of the Signing Appointment & must be perfectly clear scanned copies appropriate for filing with the Court Clerk
- All flags MUST be REMOVED prior to the scan & then REPLACED back on each document
ITEMS OF NOTE DURING THIS INITIAL APPOINTMENT:
The 2nd Witness was 40 minutes late.
TAKEAWEAYS:
Now it’s true that no printing is required for these SOs; however, the remuneration identified is ONLY $100 (a flat fee as outlined in the onboarding form).
The Fee is far too low when taking into consideration the following:
- Time & Travel (3 hour appointment time)
- Number of documents in the package
- The large number of notarizations
- Scan requirement On-Site that are perfectly clear scanned copies appropriate for filing with the Court Clerk
- Delay in commencement due to late arrival of Witness(es)
I reached out to the Team Coordinator regarding an adjustment in the Fee due to the above-noted items. She reiterated that it’s a ‘flat fee.’
As such, for my business any future SOs from this business entity definitively will be a Hard Pass due to the extended amount of time requirements, the extensive amount of notarizations, etc.
Caveat Venditor!
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@ilisa_stillman Yes, recently completed my ‘maiden voyage’ providing Professional Signing Agent [PSA] services to one of their clients.
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As a result of my firsthand direct experience, any future SOs from this business entity definitively will be a Hard Pass due to the extended amount of time requirements, the extensive amount of notarizations, etc. and Low-Ball Flat Fee of only $100 for nearly 100 pages of documents, a full set of documents On-Site scan back requirement, & 17 notarizations.
Caveat Venditor!
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