Who We Are

Our Approach

We believe that an estate plan is only as good as it's execution. We also believe that finding a professional notary who is well-versed in estate planning documents shouldn't be complicated or take a lot of time. All of our notaries are extensively trained in the execution requirements of a will, trust, deed, power of attorney, health care directives, certificates of trust, and any other estate plan documents you can throw their way. We are here to enhance the experience your clients have with your firm. Not all notaries are created equal. We were created by an estate planning attorney, for estate planning attorneys. Many of notaries are former legal assistants and paralegals. We've seen first hand what it means to hire a lackluster mobile notary. Missing execution pages, refusal of bank staff to witness a will, or inaccurately completed notary blocks are all recipes for disaster when sometimes minutes matter.

Anyone can start a mobile notary business. But it takes deep experience in estate planning as a practice area to do what we do.

Our Founder

Kaitlyn A. Metscher, JD, MBA

Kaitlyn started as a legal assistant in a boutique WealthCounsel estate planning firm in Portland, OR in 2016. Since then she has launched several businesses, graduated law school, and finally began her own law firm: Sunstone Planning LLC. She knows what it means to be the busy paralegal tasked with finding a mobile notary last minute and what it means to run a successful law firm. She is licensed in Washington and Oregon and is passionate about making the world a better place one estate plan at a time.

How We are Different

The Onboarding

We are always looking for true professionals who understand what means to elevate a client's experience. Many of our notaries have extensive experience in law offices or title offices prior to working with us. All notaries undergo an extensive onboarding process to ensure they understand execution requirements of an affidavit of attesting witnesses, learn how to administer the four part testamentary capacity test, and have a firm grasp of the applicable administrative rules and statutes that govern their actions. All our notaries are required to pass our estate planning examination prior to being assigned to a signing.

Continued Education

In addition to the extensive examination prior to their first assignment, all our notaries are expected to keep their credentialing current. This includes ongoing periodic assessments and continued education opportunities.

Estate Planning Specific

We want our notaries to be well-versed in the specific considerations of executing an estate plan, and not just stamp machines.

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