The Role of A Notary to Prevent Elder Financial Abuse

A notary plays an important role to prevent financial abuse to seniors at the signing of any legal documents especially  'estate planning' documents. These life-changing documents include, but not limited to-  will, living trust, power of attorney, medical directives etc.

A notary should not administer an oath, a affirmation, or notarization of documents if the notary suspects foul play in the estate planning documents or related activities.

A notary public must be diligent in demanding signers physical presence at the signing, be diligent in accepting proper ID of the signer, and engage in conversation with the elder-signer to make sure the signer is signing these estate planning documents on their own choice and is aware of the impacts of these documents once they are signed, notarized, and recorded at the recorder's office.

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P.S. This article is only for information purposes, the author is not an attorney, a financial planner or even a tax expert.

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