Other Support Services
Notary and Estate Planning Services
At The Accounting Firm LLC, we understand that complete financial wellness goes beyond bookkeeping and taxes. That’s why we offer comprehensive notary and estate planning services through our affiliated entity, Notary Group LLC — operating under the same trusted leadership for your convenience and peace of mind.
Our notary and estate planning services are designed to simplify your financial and legal processes while maintaining the highest standards of accuracy, privacy, and professionalism. By integrating these services into your experience with us, we help you address a broader range of needs — all in one place.
Our Extended Services Include:
Notary Public Services (via Notary Group LLC)
Our certified notary public services are available for a wide variety of personal and business documents. Whether you’re an individual or a business owner, our notary and estate planning services team is ready to assist with:
- Power of Attorney– Authorize a trusted individual to act on your behalf in financial, legal, or healthcare matters, ensuring your interests are protected when you cannot be present.
- Real estate closing documents– Facilitate smooth property transactions by notarizing deeds, mortgage agreements, refinancing paperwork, and other essential real estate forms required for legal transfer of ownership.
- Affidavits & sworn statements– Certify the authenticity of written statements for use in court proceedings, insurance claims, or official records, providing legally binding testimony or declarations.
- Trusts and estate documents– Notarize documents related to the creation or amendment of trusts, wills, and estate plans, helping you safeguard your assets and ensure your wishes are legally recognized.
- Business agreements and contracts– Validate a wide range of business documents, including partnership agreements, vendor contracts, and corporate resolutions, ensuring all parties’ signatures are legally binding and enforceable.
Appointments are available in-office, and mobile notarization is available by special arrangement — ensuring your important documents are executed properly, securely, and on your schedule.
Estate and Trust Planning Services
Our notary and estate planning services help you protect your assets, preserve your legacy, and ensure your wishes are clearly documented and legally structured. We collaborate with your legal team to develop tax-efficient strategies for both lifetime and posthumous wealth transfer.
Common estate planning options include:
- Revocable Living Trusts – Avoid probate and retain control over your assets during your lifetime
- Last Will and Testament – Establish guardianship, distribute assets, and document final wishes
- Durable Power of Attorney – Appoint a trusted individual to manage financial matters if you become incapacitated
- Advance Medical Directive / Living Will – Clearly outline healthcare decisions in case of serious illness or incapacity
- Trust Administration & Tax Compliance – Ongoing tax support and record keeping for trusts and estates
- Beneficiary Designations Review – Ensure your beneficiary choices align with your overall estate planning goals
- Gifting Strategies & Asset Protection – Reduce estate tax liability and protect assets through thoughtful lifetime giving
Our team provides the guidance, accuracy, and confidentiality you deserve at every stage of the estate planning process. Whether you need a single document notarized or a comprehensive estate strategy, we’re here to help you make informed decisions that protect your family and your future.
Why Choose Our Notary and Estate Planning Services?
- 25+ Years of Experiance – Trusted by hundreds of businesses and individuals in the Alexandria VA and DC Metro Area
- CPA-Led Oversight – Every engagement is handled by experienced professionals who understand both legal and financial implications
- One-Stop Convenience – Coordinate your accounting, tax, notary and estate planning services all under one roof
- Personalized Approach– Tailored solutions for individuals, families, and business owners at every stage of life
- Confidential & Professional – We handle your most sensitive documents with the highest standards of privacy and care
Ready to Get Started?
Whether you need a single document notarized or a comprehensive estate strategy, The Accounting Firm LLC is here to help. Our notary and estate planning services provide the guidance, accuracy, and confidentiality you deserve.
Contact us today to schedule a consultation.
Call (703) 592-6111 | Free Consultation Every engagement is handled by experienced professionals who understand both legal and financial implications