DocuSign Notary streamlines the traditionally manual and paper-heavy notarization process in wealth management. By enabling secure remote online notarizations through DocuSign’s trusted platform, advisors can improve client experience, accelerate financial planning, and reduce compliance risks. Clients benefit from convenient two-way audio-visual sessions, while advisors cut down paperwork and avoid NIGO errors. With identity verification, knowledge-based authentication, and detailed audit trails, Notary helps mitigate fraud and meet regulatory requirements. Ideal for use cases like beneficiary changes and estate planning, DocuSign Notary modernizes servicing and strengthens client trust in an increasingly digital world.

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