Mobile Notary: A Faster Path to an Executed Estate Plan

A finalized estate plan isn’t a done deal. Until it’s signed, witnessed, and notarized, it’s still a draft, and getting there is often where things stall. Coordinating notary appointments around bank hours, or a trip to a retail store, is a friction point that can sit between “finalized” and “funded” for weeks.

Vanilla has partnered with Snapdocs to close that gap. Mobile Notary gives Vanilla advisors’ clients access to a nationwide network of 140,000+ credentialed, background-checked notaries, available in all 50 states with support for more than 70 languages, who come to the client instead of the other way around.

How it works

The client books an appointment directly through the Snapdocs website, which they can access from their Vanilla dashboard. They then complete the rest through Snapdocs: sharing who’s signing, seeing pricing before booking (no surprise costs), picking a time and location, and uploading documents. A matched notary handles the rest. Once signed and notarized, the client uploads the executed documents to their Vanilla dashboard, giving the advisor full visibility.

Nothing changes for advisors. There’s no new setup, no new workflow to learn. The only difference is Vanilla clients now have a faster, more convenient way to finish what they started.

Why it matters

A plan that isn’t executed isn’t protecting anyone. Every day between “drafted” and “signed” is a day of exposure for the client, and every extra step in that process is a chance for momentum to stall. Mobile Notary removes one of the most common points of friction, so more clients’ plans are actually completed.

Mobile Notary is live today for every Vanilla client with a finalized plan. No action needed from advisors, just a smoother path for clients to the finish line.

Schedule a demo with our team to see how it works for your clients.