Wills and Trusts

The Art of Notarizing: Unlocking the Secrets to Being an Exceptional Notary Public

Unlock the secrets behind becoming an exceptional notary public in this revealing and enlightening blog post. Image courtesy of Asiama Junior via Pexels Table of Contents Understanding the Notary Public Profession Functions and Responsibilities of a Notary Public The Notarization Process: A Step-by-Step Walkthrough Benefits of Utilizing a Notary Public’s Services Have you ever wondered […]

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Importance of a Notarization Process

Providing a clear and professional notarization services is crucial for maintaining trust and ensuring legal validity. Here is an outline of the Notarization Process I use in my practice: Initial Contact and Information– Receive inquiry from client regarding notarization needs.– Explain the process and what will be required.– Discuss whether witnesses are necessary for their

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Estate Planning Attorneys – Keys to working with a Certified Notary Trust Delivery Agent

As a busy estate planner, you may struggle with the challenge of not being able to be in multiple locations at once when it comes to notarizing your clients’ trust documents.  As you know, notarization plays a crucial role in finalizing legal documents and ensuring that they are valid and binding. By working with a

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5 Crucial Reasons for Proper Identification for Notarization

As a notary, one of our most important functions is to properly identify all signers and witnesses for the documents being notarized. Having proper identification is crucial for document notarization for several key reasons: Forms of Acceptable Identification For the State of Florida, (as indicated by Florida Statue 117.05(5)(b)) a Florida notary public may rely

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Not having an estate plan in place can lead to complications

Not having an estate plan in place can lead to several complications and issues for your loved ones and your assets after your death. Here are some key consequences: Intestacy Laws Apply: Distribution of Assets: If you die without a will (intestate), your state’s intestacy laws will determine how your assets are distributed. This often

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5 Signs Its Time to Update Your Estate Plan: How Changes in Family Circumstances Can Impact Your Legacy

Is your estate plan up to date? Learn how changes in family circumstances can affect your legacy for generations to come. Image courtesy of Curtis Adams via Pexels Table of Contents Changes in Family Circumstances Changes in Financial Situation Changes in Health Status Changes in Laws and Regulations Desire for Charitable Giving Conclusion Creating an

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Beyond the Will: Planning for Incapacity in Your Estate Plan

Unlock the secrets to estate planning beyond the will: Discover how to plan for incapacity and protect your legacy now. Image courtesy of Valentin Antonucci via Pexels Table of Contents Understanding Documents for Incapacity Planning Designating a Trusted Individual Benefits of Planning for Incapacity Hey there, friends! When we talk about estate planning, our minds

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