Expert services
for life's important
moments
From notary services and estate assistance to Medallion signature guarantees, our bankers are here to help you navigate life's most significant transactions.
Our Signature Services
Personal banking support for the moments that matter most. Our trained bankers are ready to assist.
Notary Services
Get documents notarized quickly and easily at any Najem Financial branch. Free for account holders — no appointment needed in most cases.
- Wills and trusts
- Real estate documents
- Legal affidavits
- Business contracts
Medallion Signature Guarantee
Required for transferring or selling securities? Our Medallion Signature Guarantee verifies your identity and authorizes the transfer of financial assets.
- Stock and bond transfers
- Mutual fund transactions
- Retirement account rollovers
- Brokerage account changes
Estate Services
Navigating the loss of a loved one is difficult. Our estate specialists guide you through account transfers, beneficiary claims, and estate settlement.
- Account closure and transfer
- Beneficiary processing
- Safe deposit box access
- Executor account setup
Elder Financial Care
Dedicated support for seniors and their families, including fraud protection, accessibility accommodations, and trusted contact services.
- Fraud detection and alerts
- Trusted contact setup
- Accessible banking tools
- Financial exploitation prevention
Power of Attorney
Set up or activate power of attorney banking access so a trusted person can manage your accounts when you're unable to do so yourself.
- Review POA documentation
- Add authorized agent
- Manage account on behalf
- Limit or remove access
Account Changes
Life changes, and your accounts should too. Our bankers assist with name changes, ownership updates, joint account modifications, and more.
- Legal name updates
- Adding / removing joint owners
- Beneficiary updates
- Address and contact updates
Simple steps to get started
Most Signature Services are available at any branch. Some may require an appointment — check what's right for your need.
Gather your documents
Bring valid government-issued ID and any relevant documents (legal papers, securities forms, POA paperwork, etc.).
Visit a branch or schedule ahead
Walk into any branch or use our online scheduler to book time with a specialist for more complex requests.
Meet with a specialist
Our trained bankers review your request, verify identity, and complete the service — often in a single visit.
Receive confirmation
You'll get a copy or confirmation for your records. Follow-up support is available as needed.
What to bring
Driver's license, state ID, passport, or military ID required for all services.
Bring the original documents you need notarized, guaranteed, or processed.
Have your account number handy for account-related requests and changes.
For joint changes or POA, all parties should be present with their own IDs.
Call ahead or schedule an appointment to confirm document requirements for your specific service — it saves time and extra trips.
Common Questions
Answers to the most frequently asked questions about our Signature Services.
Explore More
Discover other services and programs that can benefit you.
We're here when you need us most
Our bankers are trained to handle life's most complex moments with care, confidentiality, and expertise.