For independent notaries & small firms

Notary practice, perfected.

One serene place for your clients, services, and documents. EstateShield replaces the spreadsheets, the sticky notes, and the late-night reminders — so you can focus on the work that needs your seal.

Try EstateShield free →No card · 14 days · cancel anytime
✓ Bank-level encryption✓ESIGN & UETA compliant✓ Works on every device
Deed signed · just now
“14 files filed today
E. Marchetti
app.estateshield.io ⌁ /clients
Clients128+ NEW CLIENT
ClientLatest serviceStatusFiles
EMEmily MorganProperty deedSigned14
JRJames RiveraLiving trustIn review6
ASAshley SatoPower of attorneyDraft3
HKHenry KimPrenuptial agreementSigned9
PLPriya LalBusiness incorporationIn review11
Trusted by 2,400+ notaries across 14 countries — including the offices of:
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Notaries on EstateShield
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Deeds processed
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Uptime, last 12 mo.
The platform

Three quiet rooms, one practice.

EstateShield is built around what your day already looks like — the clients you meet, the services you offer, and the documents that bind them. Each room talks to the others, so nothing falls through the cracks.

01 — CLIENTS

Every person, every detail.

A living profile for each client. Family ties, file history, preferences and ID — pulled together so the next visit feels personal.

✓ID verified · 14 Mar
Files
14
Next visitMon · 10:30
02 — SERVICES

Your catalogue, your rates.

Templates for every act you perform. Set the duration, the fee, and the documents required — once. EstateShield books, prepares and bills the rest.

Living trust package$1,500
Trust transfer deed$300
Power of attorney$250
03 — DOCUMENTS

A paper trail you can trust.

Drafts, e-signatures, witness logs and the final seal — versioned and timestamped. Audit-ready by default, beautifully searchable on demand.

✓Draft created9:14
✓Sent to client9:42
Awaiting signature
A live look

See it work, in motion.

EstateShield is the rare practice tool that's actually pleasant to use. Hover a tab to pause — or let it tell you the story.

Search by name, file or service…
AllActiveArchived
EM
Elena Marchetti
EM-2419 · Private
14 files · Property deed
JR
Jonas Reiter
JR-1882 · Private
6 files · Will & testament
AS
Anaïs Soto
AS-3071 · Family
3 files · Power of attorney
HK
Henri Kowalski
HK-2204 · Family
9 files · Marriage contract
From signup to seal

Up and running by tomorrow morning.

Most notaries are processing real files within a day. There's nothing to install, no migration spreadsheet, no consultant. Just four small steps.

01

Open your studio

Sign in with email. Choose your country and language. Your workspace is ready in ninety seconds.

02

Import your clients

Upload a spreadsheet or sync from your existing system. We tidy duplicates and verify IDs automatically.

03

Catalogue your services

Pick from 60+ act templates or write your own. Set the price once and you're set forever.

04

File your first deed

Draft, sign, seal and archive. Watch the spreadsheet days quietly disappear behind you.

Voices from the practice

I used to dread Monday mornings — the inbox, the reminders, the trust files I couldn't find. EstateShield gave me back my practice.

Diane WhitakerNotary Public · Whitaker Signing ServicesLOS ANGELES
01 / 03
Pricing

Honest pricing, no surprises.

Pay monthly or save 20% annually. Cancel anytime — your data leaves with you.

Solo$31/seat · month

For the independent notary. Everything you need for a private practice.

  • 1 notary seat
  • Unlimited clients
  • 60+ act templates
  • Secure e-signature
  • 5 GB document storage
Start free→
Studio$71/seat · month

For small firms. Bring your team, your clerks, and your standards.

  • Up to 5 seats + assistants
  • Shared catalogue & templates
  • Role-based permissions
  • Advanced audit trail
  • 100 GB document storage
  • Priority support
Start free→
FirmCustom

For larger practices and multi-office firms. Custom-built around you.

  • Unlimited seats
  • Multi-office workspaces
  • SSO & SCIM
  • Custom data residency
  • Dedicated success manager
  • On-premise option
Talk to us→
Questions

Good ones, answered.

We've gathered the questions notaries ask us most often. Can't find yours? Write to hello@estateshield.io — a human replies within the hour.

Is EstateShield legal in my state?+
EstateShield is built in California for California notaries and estate-planning practices. Electronic signatures follow the federal ESIGN Act and California's Uniform Electronic Transactions Act (UETA). We're adding support for more states over time — drop us a line if yours isn't covered yet.
Can my clients sign without an account?+
Yes. Clients receive a secure link, review the document in their browser, verify their identity with a one-time code, and sign — no app, no signup. The whole flow takes about ninety seconds.
How do you protect my data?+
Encryption in transit and at rest, US-based storage, and strict per-firm data isolation — no other firm can ever see your records. Your data is yours — exportable, portable, deletable at will.
Can I bring my existing files in?+
Yes. Import a CSV of clients, a folder of PDFs, or sync from your current system. EstateShield deduplicates, indexes, and ties everything back to the right client and service automatically.
What happens if I cancel?+
Export everything in one click — clients, deeds, templates, audit logs — as ZIP or PDF. We keep nothing. No clawbacks, no hostage data, no awkward emails.
14 DAYS · NO CARD · NO CATCH

Run your finest practice yet.

EstateShield gives independent notaries the kind of practice management studios used to dream of. Try it for a fortnight — keep what you build.

Start free→Book a guided tour