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The Missing Piece of a Complete Estate Plan: How Notaries Are Building Legacy-Focused Businesses
with Bill Soroka and Jon Braddock

Are you a mobile notary public looking for new ways to increase your income, diversify your services, and offer something that truly matters?

In this episode of the Sign & Thrive Podcast for Notaries, host Bill Soroka is joined by Jon Braddock, the CEO of My Life & Wishes and creator of the Legacy Vault, to explore one of the most meaningful and profitable opportunities in the notary business today.

Together, they break down how the Legacy Vault is solving one of the most heartbreaking problems families face—disorganization and confusion after the death or incapacitation of a loved one—and how notaries are uniquely positioned to deliver the solution.

You’ll learn how this tool fits naturally into what notaries already do, how it elevates your professional value, and how it can help you build a purpose-driven business that stands out in a crowded market.

What You’ll Learn in This Episode:

• Why most estate plans are incomplete—and how the Legacy Vault solves that problem
• How notaries are helping protect families by offering the missing piece of a complete estate plan
• How to create additional income streams as a notary using digital tools like the Legacy Vault
• Why notaries are trusted advisors in key life moments—and how to leverage that trust
• The business model behind the Notary-Partner Program (keep 100% of sales revenue, total pricing freedom, and no geographic limitations)
• How to position yourself as a trusted resource for attorneys, financial advisors, and families
• How to add value without sounding salesy—and why this service often “sells itself”

Who This Episode Is For:

• Mobile notaries looking to increase income outside of loan signings
• Notary signing agents who want to diversify their services and stand out
• Certified Notary Trust Delivery Agents (CNTDAs) looking to expand their estate planning offerings
• Apostille agents, fingerprinting professionals, and wedding officiants wanting to build long-term client relationships
• Notaries who want to get off the hamster wheel of low-fee appointments and inconsistent income

Why This Matters:

82% of Americans say estate planning is important. But only 31% have a will, and just 11% have a trust. Even fewer have all their vital information organized, stored securely, and accessible when it matters most. The result? Expensive court delays, family conflicts, and emotional chaos—at the worst possible time.

The Legacy Vault is a simple, secure platform that helps families organize documents, passwords, healthcare directives, final instructions, and even personal legacy messages. It’s peace of mind in a digital box—and it’s now available exclusively through trained notary partners.

As a notary, you already serve at the frontlines of life’s most important transitions. The Notary-Partner Program gives you a way to deepen those relationships, elevate your role, and build a recurring revenue stream that fits naturally into your business.

Whether you want to earn more per appointment, create passive income, or bring more purpose to your work, this episode will inspire new ways to grow your notary business with heart—and strategy.

Resources Mentioned:

• Learn more or become a Notary Partner: https://www.notarycoach.com/partner
  
• Explore the Legacy Vault: https://www.mylifeandwishes.com/
  
• Read Click Here When I Die by Jon Braddock on Amazon