As a Certified Notary Trust Delivery Agent we’re committed to integrity according to the following guiding principles:

1. Uphold and Promote Integrity: The Certified Notary Trust Delivery Agent will uphold the highest standards of professional responsibility, ethical conduct, and promote the value of the profession, continually developing and refining their specialization within the estate planning industry.
2. Maintain Qualifications: The Certified Notary Trust Delivery Agent will maintain all qualifications necessary to perform trust delivery services, including knowledge of legal, financial, and estate planning considerations.
3. Practice Impartiality and Fairness: The Certified Notary Trust Delivery Agent will remain impartial and fair at all times, treating others as they would wish to be treated, and disclosing any potential conflicts of interest.
4. Follow Laws and Best Practices: The Certified Notary Trust Delivery Agent will comply with all laws, rules, and best practices that apply to the delivery and notarization of trust documents.
5. Refrain from Unauthorized Advice or Services: The Certified Notary Trust Delivery Agent will not provide unauthorized legal, personal, financial, or other advice and will refrain from explaining the terms of any document presented to the client.
6. Vigilance Against Illegal and Suspicious Activity: The Certified Notary Trust Delivery Agent will not participate in any illegal, deceptive, or harmful act and will promptly report any suspicious activity to the relevant authorities or contracting companies.
7. Respect Privacy and Confidentiality: The Certified Notary Trust Delivery Agent will respect the privacy of each client and protect all trust documents from unauthorized disclosure, adhering to the strictest confidentiality standards.
8. Fees and Advertising: The Certified Notary Trust Delivery Agent will adhere to all contractual obligations in charging and collecting fees for services rendered, and will promote their services in a manner that is professional, accurate, and truthful.
9. Showcase Professionalism: The Certified Notary Trust Delivery Agent will demonstrate professionalism and respect towards all contracting companies, clients, and other parties involved in the transaction.
10. Enhance Industry Standards: The Certified Notary Trust Delivery Agent will commit to the continuous improvement of practice standards, driving progress and elevating the quality of service within the trust delivery industry.

By adhering to these principles, we ensure a high standard of practice and cultivate a reputation of trust, integrity, and excellence.