Estate Planning Documents for Notaries

Udemy Certificate USD 74.99

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About this course

This course is designed for notaries looking to expand their service offerings beyond loan signings by diving into the specialized area of estate planning. You'll explore various estate planning documents such as wills, trusts, and powers of attorney, understanding their purposes and requirements. By the end of the course, you’ll be equipped to navigate the different types of documents and their notarization needs, including essential witness roles, along with receiving useful marketing materials to kickstart your estate planning services.

What you'll learn

understand the purposes and importance of estate planning documents
familiarity with different types of powers of attorney
knowledge about various types of wills
insight into different types and sub-categories of trusts
awareness of notarization requirements for these documents

Course objectives

to familiarize notaries with estate planning and its importance
to equip notaries with the knowledge to effectively serve clients in estate planning
to provide marketing tools to help notaries promote their estate planning services