This lesson is the sixth of 10 training modules for everything notary. You will learn about living trusts and when a client would want to use them. You will learn about the accompanying trust documents, what they look like, and how to notarize them properly. Living trusts are one of the most common requests we get from clients doing estate planning. It's important to know how to notarize them properly so that the client will be able to use them to protect their assets. Many of the lessons here will be similar and will help you gain knowledge even if you are in a different state than Arizona.
I was a sales and marketing trainer for a large insurance company for close to a decade. My expertise is educating clients and adult students. Since becoming a mobile notary in 2011, I have assisted in thousands of signing appointments, in real estate and... everything else! ;) What originally started out as a hobby has turned into much more...
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What's Included
Language: English
Level: All levels
Skills: Trust and Related Documents, Notarization, Address Questions from Clients