ESTATE PLANNING NOTARIZATION PROCESS

Preparation and Scheduling: Coordinate with clients to review necessary documents—such as wills, trust papers, power of attorney forms, and healthcare directives—to ensure they are prepared for the signing.

Verification of Identity and Capacity: Verify the signers' identity using valid government-issued ID (driver's license or passport). They must also confirm that the signer is of sound mind, not under duress, and signing voluntarily.

Document Review and Witnessing: Examines the documents to ensure they are complete and ready for execution. Notary will witness the signatures of the principal and any necessary witnesses.

Execution and Seal: The signer executes the document in the presence of the notary, who then applies their official seal and signature.

Journal Documentation: As required by law, the notary records the transaction details in their journal for security and compliance.

Finalization: The completed, notarized documents are returned to the client or their attorney for safe storage.