This is why I don't notarize wills

Did you guys see that article?

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@jennjoneis Yes indeed.


In general, after she (the 94-year-old) tore up the documents (pretty extreme response) & stopped the 1st appointment - it would generate questions about her mental acuity & stability. When she later desired to reschedule, it would generate cause for pause . . .


Of course, it’s difficult to say for certain . . . not being present in that scenario.


I recently had a ‘care provider’ reach out to me to schedule a Power of Attorney [POA] signing appointment.

There are strict Witness (2) requirements for POAs plus the normal clear coherence & cognizance of the document being executed.

I posed all the ‘usual’ queries. Discovered this POA was to ‘replace’ a previous POA.

I then asked who the signer was going to designate as the Agent. The ‘care provider’ said that she was to be the Agent (not a family member). The potential signer was in her 90s.


I decided that it was definitively a :prohibited: Hard Pass :prohibited: with so many RED FLAGS . . . High Risk


:swan:

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Yes, so many red flags. And for myself no fee is worth the trouble of being summoned to court for one of these

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I haven’t seen the article; I’ll look for it to examine it more closely.

That said, my experiences with wills and family succession planning have been very positive.

This proves my point: the witness is missing in action, and at this point, it’s only your word against the court system. I don’t have to argue or say anything—I can simply play the video, let the evidence speak for itself, and walk out.

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