Estate Planning | Wills

A will also called a last testament, is a legal document describing what to do with a person's assets once they have deceased. Wills make it easier for the beneficiaries to manage assets and fulfill their final wishes.  A well written will can also simplify the probate process because it provides clarity about your intentions for your assets. There are several types of wills including: Simple or testamentary, Joint, Handwritten, Oral, Living and Pour over. Be sure to contact your local financial planner or estate lawyer for assistance. 

Estate Planning | Trusts

Having an Estate Plan makes sure your money and property are managed during your life and after you pass away.

A lot of people typically think of a Last Will and Testament when thinking about Estate Planning. However, there are many different tools some may even avoid probate. 

Many people use an Estate Planning Trust to transfer their assets to their families. There are many types of Trusts, each of which has a different purpose. Trusts can be arranged in many ways and can specify exactly how and when the assets are passed to the beneficiaries.


How to Prepare for your Notary Appointment.

The job of a notary is to make sure signers are aware of the documents they are signing and verify the signer's identity. They also make sure that the signer is agreeing to the document willingly and of their own free will. 


This ensures that notarized documents are legally binding, protecting all parties involved. 


When you need to have a document notarized, there are several steps you can take to prepare for a smooth notarization. 

Proper Identification

Properly verifying the identity of signers is one of a Notary’s core responsibilities. A notary is required to exercise a high degree of reasonable care and due diligence in verifying the identity of a signer whose signature will be notarized. 

There are three primary methods of identifying signers, each with its own set of guidelines, procedures, and challenges:

1. Identification Cards
2. Personal Knowledge
3. Credible Identifying Witnesses


Notarization Process

Notarization is an official process that ensures a document is authentic and legitimate. It also serves as a fraud – deterrent process that provides legal verification and validity to documents. Remember official requirements do vary from state to state.

It is a process performed by a notary public that includes vetting, certifying and record keeping. Notarizations are also referred to as "notarial acts".


Remote Online Notarizations (RON)

RON is the process of notarizing a document remotely using electronic signature, identity verification, audio-visual communication and electronic notarial journal and record keeping technologies.

Remote online notarization (RON) allows documents to be notarized in electronic form with the signer signing with an electronic signature and appearing before a commissioned notary online via audio visual technology. 

Power of Attorney

A power of attorney POA is a legal document that ensures that someone (Your Agent) will have the authority to look after your affairs if you become incapacitated. 

The person named in a power of attorney to act on your behalf is commonly referred to as your "agent" or "attorney-in-fact."

With a valid power of attorney, your agent can take any action permitted in the document.