Document AI + Notarization for Estate Planning
Upload estate planning documents. AI verifies completeness, flags missing signatures and potential issues. Notarize wills, trusts, powers of attorney, and advance directives with a live notary on video 24/7 — from anywhere, including assisted living facilities.
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Problems we solve.
Estate planning documents are among the most important a person will ever sign — they need to be right
Elderly clients may have mobility issues making travel to a notary difficult
International estate matters require apostille for documents to be recognized abroad
Estate Planning document types.
Last will and testament
Revocable living trusts
Powers of attorney (general, durable, springing)
Advance directives
Healthcare proxies
Beneficiary designations
Trust amendments
Estate settlement documents
Built for estate planning professionals.
AI Document Scanning
Upload any estate planning document. AI extracts all key data with page-level citations in ninety seconds.
Risk Detection
Automatically flags risks specific to estate planning documents — missing signatures, compliance gaps, deadlines.
E-Signatures
Legally binding electronic signatures. ESIGN Act compliant. Five dollars per envelope.
Notarization 24/7
Certified notary on video for estate planning document types. No appointment needed.
Apostille
Notarize, apostille, and ship estate planning documents to one hundred twenty-five countries.
Translation
Translate documents in one hundred eighty-nine languages while preserving formatting.
How estate planning professionals use ClosingIQ.
An estate planning attorney helps a family complete their estate plan: will, revocable trust, durable POA, healthcare directive, and HIPAA authorization. All 5 documents notarized in a single video session with grandparents who can't easily travel. Total: $405 for all notarizations.
Non-English speakers welcome.
Notarization sessions conducted in English. Interpreter-assisted sessions available in 6 states. Documents accepted in any language — we translate 189 languages before or after notarization.
No credit card. Upload any document and see AI results in ninety seconds.
Per document scan. E-signatures eight dollars per envelope (FREE on Pro+).
Twenty percent off all services. FREE e-signatures. API access.
Live certified notary on video. No appointment. No surcharges.
Estate Planning document questions answered.
Can elderly clients notarize from home?
Yes. As long as they can appear on video and show identification, they can be notarized from any location — home, assisted living, hospital, anywhere.
Can multiple documents be notarized in one session?
Yes. You can notarize multiple documents in a single video session. Each document is charged separately.
Does the AI check estate documents for completeness?
Yes. The AI verifies all required signatures, witness fields, and critical clauses are present. It flags missing elements before the notarization session.
What about international estate matters?
We handle apostille for estate documents going to 125+ countries. Translate, notarize, apostille, and ship — all in one platform.
Is a video notarization of a will legally valid?
Yes, in states that have enacted permanent RON laws (45+ states as of 2026). The notarization includes identity verification, audio/video recording, and a tamper-evident digital seal.
ClosingIQ works for everyone.
Ready to simplify estate planning documents?
First AI scan free. AI scans in ninety seconds. Sign, notarize, apostille — one platform.