Podcast: Play in new window | Download
If you’re an estate planning professional, you know the real work doesn’t end when the trust is drafted—it ends when the binder is signed, witnessed, and delivered with care.
That’s why I’m excited to introduce my brand-new solo podcast:
Behind the Binder: Smooth Signings & Client Care
I created this show for attorneys, paralegals, and legal support teams who want to simplify their trust delivery process, improve client satisfaction, and avoid the headaches that come with signing day surprises.
In the trailer episode, I share:
- Why trust delivery is the hidden stressor in many estate planning practices
- What a Trust Delivery Agent actually does
- What you can expect in future episodes—from real-world stories to remote signing tips
If you’re tired of coordinating witnesses, chasing down missing IDs, or re-explaining documents at the table, this podcast is for you.
Listen to the trailer and subscribe today—wherever you get your podcasts.
And if you want to go deeper, check out my book, The Trust Delivery Agent Handbook: A Notary’s Guide to Estate Planning Signings—available now on Amazon: https://www.amazon.com/dp/B0DY7WNRKZ
Let’s make every signing a smooth one.