Estate Planning Documents for Notaries

Estate Planning Documents for Notaries

Are you a notary that wants to offer more than just loan signing services in your business? Estate Planning is a niche of notary work that not many specialize in. Notaries often perform notarizations for wills, trusts, powers of attorney, and healthcare directives. Do you actually know the meaning and purposes of these documents that you notarize? These documents are often referred to as estate planning documents. Will it surprise you to know that some require notarization and some do not? This course is for the commissioned notary public in any state to become more familiar with the documents used in estate planning, their purposes, and benefits. This is not a state specific course. In this course, you will learn about exactly what estate planning is and who does estate planning and why.

You will become familiar with

• SIX different types of Power of Attorney forms

• EIGHT different types of wills

• TWO types of trusts with FIVE sub-categories of trusts

• MORE

  
  

  This course does not give legal advice or recommendations. It is merely a familiarization course for notaries. With completion of this course, you will have a better understanding of the varied uses of theses documents along with the different witness and notarization requirements. Sample documents download package and Free marketing material is included in the course!

Notary Business Niche

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What you will learn

• Definition of Estate Planning
• Who Does it & Why
• Essential Estate Planning Documents

Rating: 4.7

Level: All Levels

Duration: 32 mins

Instructor: Lisa Sweeting