My Publications Library

Here you’ll find a curated collection of my written works—designed to inform, inspire, and support professionals like you. Whether you're seeking step-by-step guidance, real-world insight, or actionable tools, each publication has been created with your success in mind.

Notaries and signing agents often face a daunting challenge when handling estate planning signings—especially trust deliveries. With complex documents, state-specific legal requirements, and high stakes involved, many professionals feel unprepared and overwhelmed. Mistakes in this critical process can lead to costly delays, legal disputes, and a tarnished reputation.

Imagine the stress of watching a crucial trust document go awry due to a missed signature or an overlooked state regulation. The frustration of navigating confusing procedures without clear, specialized guidance can leave you doubting your expertise. When errors occur, it’s not just your credibility on the line—it’s your clients’ future financial security and the peace of mind they depend on. Every misstep has the potential to spiral into legal complications and lost business opportunities.

The Trust Delivery Agent Handbook: A Notary’s Guide to Estate Planning Signings is your definitive roadmap to mastering trust delivery services. This comprehensive guide demystifies the entire process—from understanding the foundational elements of estate planning documents and notarization to practical, step‑by‑step strategies for error‑free execution. Learn how to prepare, conduct, and troubleshoot trust delivery appointments, and even discover how to expand your services into a thriving, profitable business. Equip yourself with the knowledge, tools, and confidence to deliver impeccable service every time, ensuring that you become the trusted expert your clients—and the industry—rely on.

Is your law firm quietly bleeding cash without you knowing it? Estate planning and immigration attorneys are unknowingly losing thousands of dollars every month—not because of poor performance, but due to one hidden bottleneck in their workflow. A recent industry survey revealed that 68% of solo and small-firm attorneys spend over four hours each week on non-billable tasks that could easily be delegated. That’s more than $9,000 per month in lost billables—going straight out the door.

The consequences are hard to ignore: frustrated clients still waiting on documents, overwhelmed staff trying to manage administrative overload, and missed opportunities for growth and revenue. Even the most organized firms are vulnerable to this blind spot. It hides in plain sight, quietly draining your resources and holding back your firm’s potential.

In "The Hidden Bottleneck Costing Estate Planning and Immigration Attorneys Thousands Every Month", you’ll uncover the operational drag that’s doing the most damage—and the simple, proven solution top-performing attorneys are using to fix it. You’ll learn how to streamline your workflow, reduce liability, and grow profits without hiring additional staff. Download your free copy today and discover how to protect your time, money, and professional reputation—starting now.

Are disorganized RON signings slowing down your estate planning process?


Remote online notarizations can be a powerful tool, but without a clear process, they often lead to delays, errors, and unnecessary stress for your team and your clients.


These complications can damage your firm’s reputation and disrupt your workflow.


From managing witness requirements to ensuring proper identity verification and compliance, there are many moving parts. Missing even one detail can result in rejected documents and frustrated clients.


The RON Checklist for Estate Planning Professionals solves this problem.


It provides a simple, step-by-step process to help you prepare, execute, and complete remote signings smoothly and accurately. Whether you're new to RON or want to streamline your current approach, this checklist is your guide to running efficient, compliant, and professional online notarizations.

Download your copy today and take the guesswork out of every remote signing.

Copyright © Jerry L. Withers 2025

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