Course curriculum

    1. Estate Planning Introduction

    2. Understanding Estate Planning

    3. Role of a Notary in Estate Planning

    1. Estate Planning Document Overview

    2. Testamentary Documents: Wills and codicils

    3. Trust Documents: Living trusts and trust amendments

    4. Healthcare Documents: Advance directives and healthcare proxies

    5. Financial Documents: Powers of attorney and financial authorizations

    6. Privacy Documents: HIPAA authorizations

    7. Estate Planning Document Table

    8. Common Document Features You Need to Know

    1. How to Notarize a Living Will

    2. Policy Holder Affidavit

    3. Power of Attorney

    4. Revocation of Power of Attorney

    5. How to Notarize an Acknowledgement

    6. How to Notarize a Jurat

    7. How to Notarize a Prenuptial Agreement

    1. Legal Compliance and Frameworks

    2. State Specific Law Resources

    1. Effective Client Consultation

    2. Handling Sensitive Topics

    1. Scenario #1: Witness Verification — The Multi-Party Will Signing

    2. Scenario #2: Capacity Assessment — The Vulnerable Testator

    3. Scenario #3: Technical Integrity — The Connection Failure

    4. Scenario #4: Self-Proving Documentation: The Affidavit Advantage

    5. Scenario #5: Full Document Review — The Hidden Provision

    6. Scenario #6: Proper Document Storage — The Qualified Custodian

    7. Scenario #7: Privacy and Security — The Confidential Provisions

About this course

  • Free
  • 33 lessons
  • 0 hours of video content

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