Using trustee verbiage

Yes, many of us definitively learned via the University of SHK [ School of Hard Knocks ] as you’ve intimated in your post . . .

Excellent stratagem!

:swan:

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Title company once told me, trustee and verbiage can always be added later, but once it’s on the paperwork it can’t be taken out…
Personally I always call beforehand and ask what they want… it’s always CYA…

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Yes, trustee and verbiage can always be added later, but then the question becomes “who adds it in?”. Does it require another trip to the signer location (for which the notary won’t be paid) or can the notary or title add the verbiage? It’s always better to get it right the first time.

that is very interesting, is that state specific

Couldn’t do that in FL - once those docs leave the notary the certs cannot be changed - a whole new trip and new notarial act is required. F.S. 117.107(8)

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As stated, so many variations and dependent on parties involved and states involved. Some title companies are great and explain how they want documents signed. Recent signing in Enumclaw WA they did not know answer and one of the parties was deceased. Worse signing was 5 years ago with Bank of America in the bank. Husband and Wife had 200 page package and request was to have signatures signed with all the trust language for each document signature. Older couple and their fingers were in pain by the time they finished signing.

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oh boy I know that was not fun at all. One of my signers took a smoke break half way through lol

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