How it works
One

Tell us about your trust’s Papers, People, and Particulars.

First, we need to make sure everything is in order. We’ll start by asking about the documents that set forth the terms of your trust. Examples of these include a declaration of trust, trust agreement, amendments, restatements, etc. The information you provide about these documents including their (1) titles, (2) dates, and (3) number of pages, will allow us to prepare your registration paperwork. You will need to bring the documents to the Illuminotarization, where they will be scanned and uploaded to DARCI as part of your trust registration.

DARCI is not just trust storage—it is true trust registration. A key part of this registration is your designation of Trusted Persons, whom Illuminote will contact when any change has occurred to your trust documents. These Trusted Persons will be notified that a change has occurred but not what the change actually was, because that’s your business. For each Trusted Person, we will need the (1) name, (2) date of birth, and (3) email address. We will also need the name, date of birth, and email address for all trustors, trustees, and successor trustees (all of whom are designated Trusted Persons by default). Lastly, if you would like to have an attorney associated with the trust, let us know so we may register that association as well.

In order to protect trusteeship, we will produce a new certification of trust upon registration. Accordingly, we will need to know several particulars about your trust, which thankfully, the California Probate Code specifies what the relevant particulars are. If you already have a certification of trust from your attorney, it will provide most, if not all, of the particulars we need.

Bring Documents
Two

Illuminotarize

You are now ready to register your trust with an Illuminotary―a notary public duly licensed by the State of California with further accreditations from Illuminote. When you register your documents with an Illuminotary, both ink and digital certificates bridge the gap between the analog and the digital, empowering Illuminote to provide your documents with authoritative digital security and authentication.

Bring Documents
Three

Protection

Your trust is now protected by Illuminote and DARCI! You may now log in to your portal to view, share, or update your documents. Yes, it’s that easy!

Bring Documents
Party!

That's all there is to it!

That’s all there is to it!

You now have all the benefits and features of Illuminote.

ACCESS ANYWHERE

Illuminote Protection

Assign privileges to each account user so you know exactly who is accessing your account.

All Features

GET NOTIFIED

Trusted
Person Alerts™

Get notified every time a user accesses or makes changes to your documents.

All Features
Protection

SUPER SECURE

2-Factor
Authentication

Not just one, but 2-Factor Authentication each time you log into the account.

All Features