ESTATE PLANNING LAW FIRMS
Stop Coordinating Notaries. Start Serving Clients.
CloseWise gives estate planning law firms a smarter way to schedule qualified notaries for wills, trusts, powers of attorney, and healthcare directives — so your team can focus on legal work, not logistics.
No commitment required — our team will walk you through everything
THE CHALLENGE
Every Estate Plan Ends at the Signing Table
From wills and living trusts to powers of attorney and healthcare directives — nearly every document your firm produces requires a notary. Coordinating that process manually pulls your paralegals away from billable work and creates unnecessary delays for clients.
Scheduling Chaos
Tracking notary availability across multiple clients, locations, and document types via email and phone takes hours your team doesn't have.
Last-Minute Scrambles
A single missed signing can delay probate, invalidate documents, or leave vulnerable clients without critical legal protections in place.
No Visibility
Without a centralized system, there's no easy way to track which signings are complete, pending, or at risk across your entire caseload.
HOW CLOSEWISE HELPS
Built for the Way Estate Planning Firms Actually Work
Four operational advantages your firm gets from day one.
Access 140,000+ Verified Notaries
CloseWise connects you to the largest notary network in the country. Find experienced notaries familiar with estate planning documents — wills, trusts, POAs, and healthcare directives — in any location your clients need.
Schedule From One Dashboard
Assign notaries, set signing appointments, and track every document across your entire caseload from one place. No more email threads, phone tags, or spreadsheets.
Keep Clients Updated Automatically
Automated confirmations and reminders keep your clients informed at every step — reducing no-shows and keeping signings on schedule without your team lifting a finger.
Full Audit Trail on Every Signing
Every signing is logged and tracked so you always know what was signed, when, and by whom. Critical for compliance and peace of mind on sensitive estate documents.
WHY CLOSEWISE
Why Estate Planning Firms Choose CloseWise
Most firms are still coordinating notary signings the same way they did 10 years ago. CloseWise changes that.
Nationwide Coverage
Whether your clients are local or across the country, CloseWise has verified notaries in every state ready to handle estate planning signings with professionalism and care.
Estate Document Experience
Our notary network includes agents experienced with wills, trusts, powers of attorney, and healthcare directives — so you never have to worry about a notary unfamiliar with your documents.
Enterprise Security Without Enterprise Complexity
SOC 2 compliant, SSL secured, and role-based access controls. CloseWise gives your firm the security posture it needs without the IT overhead.
Scales With Your Caseload
Whether you're handling 10 signings a month or 1,000, CloseWise scales with your firm. Add team members, automate workflows, and grow without adding administrative headcount.
SIMPLE PLANS FOR EVERY SIZE
Grow at Your Own Pace
CloseWise law firm plans are built around your signing volume — pay only for what you use and scale as your caseload grows.
Starter
Plus $2 per order
Perfect for small firms getting started with notary scheduling and signing management.
- Advanced Order Management
- Scheduling Features
- Up to 5 Team Members
- Basic CRM Add On Access
- Reporting Features
- Standard Support
Professional
Plus $1.50 per order
For growing firms that need advanced CRM integration and larger team capacity.
- Everything in Starter
- Up to 10 Team Members
- CRM Add On and API Access
- Advanced Order Management
- Premium Support
Enterprise
Complete solution for high-volume firms with complex workflows and custom integration needs.
- Unlimited Orders
- Unlimited Team Members
- Complete CRM Suite
- Full API Integration Capabilities
- Custom Integrations
- White-Glove Support
- Advanced Order Management
No free trial — all plans include a personalized onboarding demo
Ready to Simplify Your Signing Process?
Join estate planning firms across the country using CloseWise to schedule notaries, track signings, and serve more clients without adding overhead.