Are You Worried About Your Estate? Seek Help From A Legal Document Assistant.

estate planning.

Are you worried about what will happen to your estate after your incapacitation or death? A living trust allows you to legally distribute your property amongst your loved ones, often without negative tax implications. Who can help you in this legal documentation process? A legal document assistant, who is also a notary public.

What Is A Legal Document Assistant And How Do They Work?

A legal document assistant for estate planning is a person who has a legal background (special training, similar to a paralegal) and is registered with their county to provide self-help legal services.

A notary public for estate planning is a legally authorized officer who provides services to people regarding estate planning. They are appointed by the state to serve as an impartial witness to protect their clients against fraud. In fact, they work as gatekeepers during the signing of important documents. They are required to abide by certain rules laid out as per state laws and regulations. Notarization is an official legal process in which the parties involved in a transaction make sure that a document is legitimate and authentic. The law grants them specific roles, which include the following:

  • Administering oaths and affirmations
  • Making certified copies of original documents that are not public record
  • Receiving acknowledgments
  • Taking verifications upon oath or affirmation
  • Witnessing affidavits upon oath or affirmation
  • Witnessing or attesting to signatures on written documents

What Does A Notary Public Require For Estate Planning? 

  • In order to perform a notarial act, a notary public for estate planning is assigned the task of verifying the identity of the signer and making sure that the legal documents are completed. For this, the notary will request that the signer show proof of identification, such as a passport or a driver’s license. In addition, they will ask the signer to complete the form personally and in front of the signer. They will have the signer complete the form in blue ink, which will help in distinguishing between an original copy and a photocopy.
  • Once everything is done, the notary public will also sign and stamp the document. The stamps issued as part of the notary application process can be either ink stamps or perforation stamps.
  • Remember that a notary public will not notarize a document or administer an oath if they find the transaction fraudulent or illegal. They will also make sure that the signer is doing everything of his own volition and not under duress.

What Documents Will A Notary Public Notarize During Estate Planning?

To notarize estate planning documents, a notary public makes sure that these documents are legally enforceable in court. Some of the documents that need to be notarized include the following:

  • Wills
  • Trusts
  • Probate Court Petitions
  • Power of Attorney
  • Executorships
  • Custody and Guardianship Agreements

Briefly Put

Do not worry about what will happen to your estate after your incapacity or death. Turn to a Legal Document Assistant to provide the paperwork, at a much lower cost than most attorneys and get peace of mind today.

How Across Town Notary & Document Solutions Can Help

We offer quality services for our clients’ legal needs at reasonable prices. Our services are available for estate planning, probate, divorce, adoption, powers of attorney, quitclaim deeds, spousal deeds, conservatorship, rental agreements, name change, writ of execution, and much more.

Call us at (888) 661-7977.