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.
You will become familiar with
- 6 types of Power of Attorney forms
- 8 types of wills
- 2 types of trusts
- 5 sub-categories of trusts
- and more
This course does not give legal advice or recommendations.
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
.
Note: This is a self-paced , online course and NOT the Live Webinar.
What You Will Learn
Definition of Estate Planning
Who Does It & Why
Essential Estate Planning Documents
Notary Responsibilities
Elders in the Estate Planning Community
Niche Marketing
Included With This Course
Recorded videos which you can watch any number of times
Printable documents used in the estate planning processes.
Flowcharts and customizable marketing materials are here to help you grow your business
Frequently Asked Questions
Can't find an answer? Don't hesitate to reach out!
How do I access the course materials?
Log in to Notary Village Courses by clicking Sign Up/Login in the the upper right of this page or by going here. Course videos are not available for download and must be viewed through the platform. Some items, such as course worksheets, will be available to download.
Can I pay with PayPal?
Yes! On the checkout page under the "Billing Information" section, switch from the Credit Card radio button to the PayPal radio button. Choose your country and click "Enroll in Course" to be directed to the PayPal checkout.
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