Client resources
Appointment preparation
Read the Privacy Notice before sharing information. Confirm the service, date and any required paperwork with us before your appointment.
Read the Privacy NoticeBefore we meet
The Privacy Notice applies to every service. Confirm any service-specific agreement with us when booking; the guidance below is not a contract or a confirmed reservation.
Notary & Signing
Before the appointment
Confirm the appointment and document type; bring the original document and identification acceptable to the notary. Ask whether witnesses are required. Do not send ID copies or loan documents through the inquiry form.
When a booking or project is confirmed
Any lender/title-company instructions and required notarial records are handled at the appointment. Do not sign in advance unless the notary instructs you to do so for that notarial act.
Wedding Officiant
Before the appointment
Provide date, venue, guest count and ceremony preferences. Confirm marriage-license requirements with the issuing probate court; vow renewals are symbolic, not a new legal marriage.
When a booking or project is confirmed
A ceremony booking agreement should confirm package, travel, rehearsal, payment and cancellation terms. Share license details privately only when needed.
IAS Travel
Before the appointment
Share destination, dates, traveler count and budget only. Never put passport numbers, dates of birth or payment-card details into a website inquiry.
When a booking or project is confirmed
Before payment, use trip-specific booking terms covering supplier rules, cancellation, planning fees and travel-insurance choices. Traveler details and payment authorization need an appropriate private collection method.
Marketing & Print
Before the appointment
Share design type, size, deadline and non-sensitive project details. Confirm you have permission to use any supplied photos, artwork or logos.
When a booking or project is confirmed
A project agreement and final proof approval should specify deliverables, revisions, usage rights and payment terms. Files are digital and print-ready; physical printing is not included. Public portfolio use needs separate permission.
Events & Rentals
Before the appointment
Share date, venue, guest count and the coordination or rental items needed.
When a booking or project is confirmed
A booking/rental agreement should list items, delivery and collection, deposit, cancellations, damage responsibilities and coordination hours. Do not treat a website inquiry as a confirmed reservation.