27d • General discussion
📄 Estate Planning reminder: Not every signed package gets shipped.
One of the most common mistakes we see with Estate Planning signings is notaries assuming the original documents need to be returned.
In many Estate Planning appointments, the law firm only needs scanbacks of the completed documents.
The originals are meant to stay with the signer.
Unfortunately, some notaries automatically take the documents with them after the appointment, thinking they need to ship them back. The result?
A second trip to the signer's home.
The lesson:
Always review the instructions before the appointment and verify whether the originals stay with the signer or need to be returned.
💡 What's another Estate Planning tip or curiosity you've learned along the way?
7
10 comments
📄 Estate Planning reminder: Not every signed package gets shipped.
skool.com/notary-business-guidance
Notary Business Guidance is a step-by-step program that teaches notaries how to build a real loan signing business with confidence and professionalism
Leaderboard (30-day)
1
+35
2
+26
3
+20
4
+16
5
+15
Powered by