Estate Planning Documents For Notaries

Notary Business Niche

What you’ll learn
Definition of Estate Planning
Who Does it & Why
Essential Estate Planning Documents
Notary Responsibilities
Elders in the Estate Planning Community
Niche Marketing
Requirements
This course is for Notaries with an active state commission.
Description
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, and 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. Free marketing material is included in the course!

Overview

Section 1: Introduction

Lecture 1 Introduction

Section 2: What is Estate Planning?

Lecture 2 What is Estate Planning?

Section 3: Who Does Estate Planning?

Lecture 3 Who Does it and Why?

Section 4: Essential Estate Planning Documents

Lecture 4 Essential Documents

Lecture 5 Power of Attorney

Lecture 6 Wills

Lecture 7 Trusts

Lecture 8 Healthcare

Section 5: Guardianship of Minors

Lecture 9 Minors

Section 6: Notary Responsibilities

Lecture 10 Notary Responsibilities

Section 7: Elder Financial Abuse

Lecture 11 Elder Financial Abuse

Section 8: Marketing

Lecture 12 Marketing

Section 9: Conclusion

Lecture 13 Conclusion

Section 10: Assessment

Notaries who want to work in the Estate Planning niche of the notary business.