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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

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The mobile notary and loan signing industry is filled with opinions, misinformation, and yes, a whole lot of noise. Some say you need certification to succeed. Others say you’re being scammed if you even consider paying for education. So what’s the truth?

I’m here to tell you straight: Certifications are 100% voluntary—but for the right notary, they can be a total game-changer.

In this episode, I pull back the curtain on what certifications actually do (and what they don’t), why haters love to hate, and how to navigate the noise with integrity, strategy, and confidence. You’ll hear:

• Why certification is NOT required—but often helpful
• What continuing education actually does for your business (think: confidence, credibility, and conversations)
• How to spot toxic energy and hypocrisy in the industry
• The crabs-in-a-bucket mindset and why it’s holding good notaries back
• How to stop collecting certifications and start putting them to work
• Why implementation is the missing link in most notaries' growth

We’ve got notaries from all walks of life joining this industry—white-collar professionals, single parents, career switchers, retirees, and people starting over. So when someone says “You don’t need that,” they’re often speaking from their place of privilege and experience—not yours.

Education is how we shine the light back on the path we’ve walked so others can find their way, too.

Mentioned in This Episode:

💼 High Performance Notary (HPN)
Join our results-driven notary entrepreneur community and build the business—and habits—that get you clients.
Try it FREE for 7 days → https://www.notarycoach.com/hpn

📘 Certified Notary Trust Delivery Agent
Want to work directly with estate planning attorneys and help families with one of life’s most important documents?
Become a Certified Notary Trust Delivery Agent

🌎 Certified Apostille Agent
Want to help people navigate international document authentication? This is a high-value, low-competition niche.
Get certified as an Apostille Agent

🏡 Reverse Mortgage Signing Professional
Love working with seniors? Learn how to guide them through reverse mortgage transactions with confidence and compassion.
Become a Certified Reverse Mortgage Signing Professional

What You’ll Learn in This Episode:

• Why certifications are tools—not trophies
• How to think critically about who you’re following online
• What “crab in a bucket” energy looks like (and how to escape it)
• The difference between having knowledge and using knowledge
• Why investing in yourself scares some people—and why you should do it anyway
• How certification sparked new revenue and opportunities in my business
• What makes a program legit (and how to tell when it’s not)
• How to build a notary business that reflects your values, skills, and goals

And if you’ve got a certification (or five) sitting on your desk that you haven’t put into action yet… consider this your nudge to DO something with it.

Want my personal blueprint for consistency, growth, and getting in front of more clients?

It’s called the Daily Do’s, and I teach them inside High Performance Notary. You’ll build the habits, systems, and mindset that create lasting success in this business—and I’ll guide you every step of the way.

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Are you a notary who cringes at the idea of networking mixers, small talk, or cold outreach? Same.

I’m Bill Soroka, and in this episode of the Sign & Thrive Podcast, I peel back the curtain on how I built a multiple six-figure notary business—as a hardcore introvert. I’m not the “hide under the table” kind of introvert (okay, sometimes I am), but I am someone who needs a nap and some Golden Girls after too much peopling.

If the idea of marketing yourself to estate planning attorneys makes you want to melt into your couch cushions, this episode is for you. And good news: your introversion isn’t a problem—it’s your unfair advantage.

In this episode, you’ll learn:

• Why introverts make exceptional notary entrepreneurs—and how to use your quiet strengths to win;
• How Warren Buffett and Bill Gates used their introversion to quietly dominate their industries;
• The three V’s that define your dream attorney clients: Vision, Value, and Volume;
• The exact email strategy I used to start 98 real conversations with attorneys (that turned into 16 paying clients);
• Why you need a referral list before you ask for a referral—and how to build one using my free template;
• Where to find estate planning attorneys (hint: LinkedIn, bar association directories, Google, and more);
• My proven follow-up sequence that converts silence into opportunity;
• What to say in that first meeting—without pitching, posturing, or panic attacks;
• And how to clearly and confidently explain your services using John Ruhlin’s “Big 4” Clarity Statement.

This episode is part pep talk, part how-to guide, and 100% permission for you to market your notary business without pretending to be an extrovert.

You don’t have to be loud to build a thriving notary business—you just have to be thoughtful, consistent, and willing to send that first message.

If you’ve ever told yourself, “I’m too introverted to market my business,” I challenge you to listen to this episode all the way through. Then, send one email. That’s all.

You’ll be amazed what happens when you show up—not as someone else—but as you.

Episode Resources:

• 📝 Referral List Template
  Download the exact referral list template I recommend you build before reaching out to estate planning attorneys:
  https://www.notarycoach.com/blog/the-3-lists-that-will-transform-your-notary-business-and-how-to-build-them
• 📖 Blog Article: The Introverted Notary’s Guide to Marketing to Estate Planning Professionals
  Missed the original article this episode is based on? You can read the full blog here (Releases 4/4/25):
  https://www.notarycoach.com/blog/the-introverted-notary-s-guide-for-marketing-to-estate-planning-professionals
• 💡 Learn More About High Performance Notary
  Join a community of thoughtful, motivated notary entrepreneurs building profitable businesses on their own terms:
  https://www.notarycoach.com/hpn

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