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#Estate Planning

2 articles tagged "Estate Planning".

A principal and their agent reviewing a durable financial power of attorney on a laptop with an online notary on screen.

Investments & FinancialApril 22, 202611 min read

Notarizing a Financial Power of Attorney Online

How to get a durable financial power of attorney notarized online — statutory short forms, hot powers, institution acceptance, and why banks reject mismatched POAs.

#Power of Attorney
#Durable POA
#UPOAA
#Statutory Short Form

A signer and two witnesses on a laptop screen with an online notary sealing a self-proving affidavit attached to a last will and testament.

Investments & FinancialApril 22, 20268 min read

Self-Proving Wills & Trust Documents: Why Notarization Matters

How notarization turns a will into a self-proving instrument, what a trust certification does, and which estate-planning documents you can sign online.

#Self-Proving Will
#Revocable Living Trust
#Certification of Trust
#Pour-Over Will