For families & the firms advising them

A carefully prepared plan.
A considered signing.

Help your clients complete their attorney-prepared estate-planning documents at home or another agreed location, with professional notarization and witness logistics coordinated in advance.

Arrange an estate-plan signing Call Day

Professional. Precise. Discreet.

Care in the details. Respect for the person.

Estate-planning signings deserve preparation, patience and discretion. Methodica coordinates the appointment with the drafting firm and follows its supplied execution instructions.

Day can meet clients in their home, office, care facility or another agreed setting. Access arrangements, signer readiness and witness needs are discussed before scheduling.

Your attorney directs the plan. Methodica supports execution and notarization. Questions about document selection, legal effect or changes are referred to the drafting attorney.

Attorney-prepared documents

Wills & trustsExecution support following the drafting attorney’s instructions.
Powers of attorneyCoordinate notarization and the specified witness arrangements.
Health-care directivesHelp organize the signing of advance-directive packages.
Related estate-plan documentsConfirm the complete package and the return instructions with the firm.

Built around your workflow

Prepare the people, place and package.

Before the appointment

Confirm the attorney’s instructions, identification, signer availability and required witnesses.

At the signing

Create an organized setting and give the client time to follow the signing process.

After completion

Check the package for signing completion and arrange scanbacks or document return as agreed.

Good to know

Questions before you book?

Day can help confirm the logistics for your specific appointment.

Ask Day a question

Do you prepare wills or other estate-planning documents?

No. Documents and legal instructions should come from your attorney. Methodica provides signing, notarization and coordination support.

Can you come to a hospital or care facility?

Appointments may be arranged subject to facility access, scheduling, signer willingness and the requirements for the notarial act. Discuss the circumstances with Day before booking.

Should our firm supply witnesses?

Your firm may supply witnesses, or witness coordination can be discussed with Methodica. Requirements and eligibility should be confirmed before the appointment.

Can an estate plan be signed online?

Eligibility depends on the documents, the signer’s circumstances and applicable execution requirements. Ask your drafting attorney to confirm the method before arranging an online session.

One professional. One point of contact.

Let’s put your next signing in motion.

Tell Day what needs to be signed, where and when. You’ll receive availability and a clear quote.

Discuss your appointment Call 305-968-1376

A carefully prepared plan.A considered signing.