WILLS & TRUSTS 
Estate Planning Process

The final step in the estate planning process requires notarization of your documentation in order to be legally binding in a court of law.  Once you have reviewed your estate planning package with your attorney, whether it’s in person or virtual (video conferencing) then we can proceed with the notarizations.


TYPES OF DOCUMENTS REQUIRING NOTARIZATIONS

Advanced Health Care Directive
Affidavit Death of Joint Tenant
Affidavit Death TOD
Affidavit Death of Trustee
Assignment Agreement
Assignment of Deed of Trust
Certification of Trust
Community Property with Right of Survivorship
DMV Vehicle Power of Attorney
Durable Power of Attorney
General Power of Attorney
Grant Deed
HIPAA
Last Will and Testament
Limited Power of Attorney
Parental Minor Children Power of Attorney
Power of Attorney Revocation
Quitclaim Deed
Real Estate Letter of Intent
Revocable and Irrevocable Living Trust
Short Form Deed of Trust
Small Estate Affidavit
Tax Power of Attorney