Stop Marketing To Attorneys and Do THIS First!

Most notaries who want to break into trust and estate work focus on one thing: getting estate planning attorneys to hire them. They send emails. They drop off business cards. They wait for the phone to ring.

What they're missing is the strategy that changes everything — becoming a resource before they ever ask for anything in return.

In this episode, Bill Soroka breaks down the Three-Tier Estate Planning Referral System, a simple but powerful framework that transforms notaries from vendors into valued partners. This isn't about collecting names. It's about building a curated ecosystem of trusted professionals at every level so that no matter who asks you for an estate planning referral, you have a thoughtful, genuine answer.

You'll learn why having a referral list isn't just a nice-to-have — it's one of the most effective marketing tools in this specialty. When you lead with referrals instead of services, the entire dynamic of your outreach changes. The subject line "A referral for you" gets opened. The conversation that follows feels like a partnership, not a pitch. And the attorneys and professionals who receive your referrals start sending work back in return.

That's the referral loop. And this episode shows you exactly how to build your end of it.

Here's what we cover:

The three tiers of estate planning referrals — your personal network, budget-friendly options, and vetted DIY solutions — and why having all three makes you a genuine resource instead of a one-trick referral machine.

Why passing along a name is a tip, not a referral, and how to make warm introductions that actually open doors and create relationships that last for years.

The double opt-in approach to introductions — a strategy Bill learned from the book SuperConnector — and why it changes how both parties show up to the relationship.

How to edify the people you're introducing so the connection starts on a foundation of genuine trust rather than a cold exchange of contact information.

The five steps to building your referral list starting today, even if you're brand new to this specialty or feel like you don't know enough people yet.

Why the three-tier system isn't just a business strategy — it's what builds the reputation of being the go-to resource in your community, the person who always has an answer, and the professional that estate planning firms protect and keep calling.

Whether you're just getting started in trust and estate work or you've been building your practice for a while and want to deepen your referral relationships, this episode will give you a concrete framework and immediate action steps you can put to work today.

Because the notaries who thrive in this niche aren't the ones who market the hardest. They're the ones who bring the most value before they ever ask for anything back.

Ready to be that notary?

Join our free community of notary entrepreneurs at www.Skool.com/notary/about

Check out the books Bill has written to help notary entrepreneurs grow their businesses at www.notarycoach.com/books