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Notary Services For Law Firms and Legal Professionals
Busy law firms suffer the constant strain of looming deadlines, and the amount of work that goes into trial preparation can create situations where it would be easy for something to slip through the cracks when you’re in a hurry. At Streamline Signings, our job is to take on some of the burdens so you can focus on more important tasks.
We are pleased to offer dependable mobile notary services. A notary public can visit your location at any hour to ensure that you have access to the emergency services you need when documents have to be signed last-minute.
Legal professionals already have so much to do on behalf of their clients. Whether you’re involved in family law, you’re supporting victims pursuing personal injury lawsuits, or you’re defending clients in criminal cases, you have to contend with collecting evidence, keeping up with court filings, researching legal precedents, and everything that goes into building your case. You simply may not have time to visit a notary public, and you may not be able to spare a team member.
Unfortunately, that doesn’t mean you can forego this essential service when legal documents have to be signed. At Streamline Signings, we know you’re busy, and you simply don’t have time to come to us. We offer mobile notary services, so you can save time and work smarter, not harder.
Take the hassle out of notarizing documents and ensure that every filing is complete and accurate, so you can turn your focus to attending to the interests of your clients.
Your Official Mobile Notary
At Streamline Signings, we understand how important it is that things are done right and completed in a timely manner. In order to ensure the best possible outcomes for your clients, you need reliable litigation support that not only adds convenience to your operations but complies with all legal requirements.
Precedent Legal Services offers assurance with official notary public services for any and all legal documents you may need signed and notarized during the litigation process. You never have to worry about notary fraud or other potential complications – we always remain up-to-date with required notary commission renewal, including training, exams, and more, as required, and we provide all necessary supplies and protections (notary journal and stamp, bond, etc.).
We also provide the time-saving convenience of concierge service, with round-the-clock availability to ensure that you always have access to the notary services you need. We come to you, either at your law firm or another specified location, at a time that works for you. When you simply can’t tear yourself away from critical trial preparations to have essential documents notarized, Precedent Legal Services eliminates time and hassle with the mobile notary services that make your job so much easier.
Advantages of Mobile Notary Support
Law firms know that every second can count when a trial date is looming and there’s mountains of work still to be done. While notarizing documents is an essential part of preparations, it can take the back burner to more important tasks. Unfortunately, even the smallest omission can cost you, and more importantly, your clients, when you’re standing in front of a judge.
Precedent Legal Services fully understands your struggle, and we’re committed to providing the litigation support services that ensure every minute detail of your trial preparation is completed in the most efficient and effective manner. Our mobile notary support is designed to provide convenient services you can rely on when time is a factor.
You’re sure to appreciate the flexibility we offer, with round-the-clock availability. Your needs don’t always coincide with regular business hours. What if you’re due in court early the next morning, but notaries have already closed up shop for the night? How can you get crucial documents signed in time for your hearing?
With Precedent Legal Services, you’ll enjoy the emergency services that make all the difference. Even if you’re not down to the wire, we offer the time-saving efficiency that helps to keep you on track. Why waste time traveling to a notary when we can come to a location of your choosing?
Whether you want us to visit your law firm or a neutral location, we’re happy to accommodate, and we can even meet at a central location if parties needed to sign documents are some distance apart, alleviating travel requirements that could otherwise make it difficult to collect needed signatures from all parties. Plus, you’ll enjoy easy access to notary services in less populated areas, where notaries may be scarce. For a fee, notaries can travel to outlying areas to complete legal paperwork, for added convenience and expediency.
San Diego Estate Planning & Trust Document Notarization
By choosing Streamline Signings for your estate plan notarizations, you’re choosing a great experience at the signing table. We are streamlined, efficient, and precise. With thousands of transactions of experience, you can depend on quality and accurate work. Consider Streamline Signings when it's time to coordinate your documents so that you can feel confident that your notary transaction was handled with care.
Streamline Signings Notary can notarize your trust.
Streamline Signings can work directly with you or your law firm for the notary of your living trust, trust agreement, or other trust documents. We are skilled in the notarization of all these items.
5 ways to Streamline Estate Plans when signing with the Notary
1. Use a reliable and experienced notary
As a law firm, time is valuable for you and your clients. When it’s time for your clients to meet with a notary, we’ve developed a few methods to make it fast. If your clients have read through the documents and are entirely ready to go, Streamlined Estate plans may be completed in 15 minutes or less.
By using an experienced and reliable notary, you can trust in advance that they are prepared for your estate plan signing before it’s even started. The notary will understand the paperwork coming and how exactly to care for it. Having worked with the same reliable notary again and again, you will become a two part team quickly streamlining through your established system. The notary may also serve as a second set of eyes to make sure all documents are executed properly and nothing is missed. By having a reliable and experienced notary, you will become efficient while inadvertently employing a quality control agent for each document signing. Life just got easier. Save approximately 30 minutes.
2. Forward the documents or document names to your Notary in Advance
Many Law firms and estate planning attorneys have found that it is easier to include notary acknowledgments (or jurats) already completed. The notary certificate would be attached to the back of a document like a trust or a power of attorney when documents are drafted. It would be completed in advance with the appearance date, notary commission name, and signer’s names. The notary simply just signs and stamps the document during the signing ceremony. The other and more time consuming option would be for the notary to have to fill out their own notarial certificates after each document. By providing pre-fill acknowledgements you can save time and eliminate notary mistakes before the signing even happens. Save approximately 1-3 minutes per notarized document.
3. Include Acknowledgments (or Jurats) with Notary Name already Pre-filled.
4. Ensure Signer Understands Documents and All Clients Questions are Answered Before the Signings.
Many Law firms and estate planning attorneys have found that it is easier to include notary acknowledgments (or jurats) already completed. The notary certificate would be attached to the back of a document like a trust or a power of attorney when documents are drafted. It would be completed in advance with the appearance date, notary commission name, and signer’s names. The notary simply just signs and stamps the document during the signing ceremony. The other and more time consuming option would be for the notary to have to fill out their own notarial certificates after each document. By providing pre-fill acknowledgements you can save time and eliminate notary mistakes before the signing even happens. Save approximately 1-3 minutes per notarized document.
Having automated a system to ensure signers are all ready, many attorneys will send the documents to clients in advance with plenty of time for review. Sending out an additional email in prior to your notary appointment will make sure specifics are addressed. That email may touch on areas within the documents that typically would provoke questions or need clarity at the conference table. Explaining these things out in advance will also eliminate unease and uncertainty at the conference table. Knowing signers are confident before the appointment will also minimize the possibility for rushed last minute corrections which give way for errors. Create a system to establish confidence for your clients in advance. That confidence will translate into swift signers. Save approximately 15-60 minutes.
5. Repeat your perfected Estate Plan Signing routine.
You and your notary have perfected the signing routine! The classical music is playing softly at volume 2. The fancy blue pens lay perfectly uniform in the center of the table. The thermostat is set at a comfortable 72 degrees. Your clients enter the room refreshed and like a beautiful symphony, the papers begin to be passed from person to person with perfect harmony. Everyone is personable, laughter is shared, and the perfect estate plan ceremony is being conducted. You are that conductor! Your reputation for being exceptional grows and your business flourishes. You’ve done it! Estate plan finished within your perfect parameters!
Common Estate Planning Documents that are notarized
The “Trust“ is a fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries. The “Living Trust” is a written legal document that partially substitutes for a will. The State Bar of California describes a “Living Trust” (sometimes called an “inter vivos” or “revocable” trust) as follows, “with a living trust, your assets (your home, bank accounts and stocks, for example) are put into the trust, administered for your benefit during your lifetime, and then transferred to your beneficiaries when you die.” The “Certification of Trust” is a document that may provide limited but essential information about your trust. It can be given to banking institutions, brokerages, escrows, or third parties, while the document still provides privacy to other specifics of the trust itself. The “Durable Power of Attorney“, a document often use to designate an agent to act on someone’s behalf (principal) concerning financial matters, even after they become incapacitated. This may include matters of banking, real estate, and/or business on behalf of the principal as indicated on the document.The “Declaration of Trust” also known as a trust instrument helps to create the trust. The “Advance Health Care Directive” is a document that touches on the matters and intentions of one’s decisions health care wishes concerning treatment, especially for end of life decisions. It is a directive to physicians. The “HIPAA Waiver” or “Authorization for Use and Disclosure of Protected Health Information” documents may allow someone’s health care individual be disclosed to a third party as indicated within the document. The “Assignment of Personal Property” mimics its name in assigning any personal items into a trust. A “Grant Deed to Revocable Trust” is often signed and recorded with the county to move a property within the revocable trust. Other common trusts include irrevocable trusts, charitable trusts, asset protection trusts, special needs trusts, totten trusts, tax by-pass trusts, and Bridge Trusts. Please note, California law does not allow us to draft documents or provide legal advice as we are not attorneys. Please consult a qualified attorney for a great estate planning experience.
Acting persons and capacities within a trust that may need a notary.
A “trustor” or “settlor“, is the person who creates a trust. This person has usually worked alongside a qualified attorney to draft the documents according to their wishes, for the sake of themselves, others, and future beneficiaries of their assets. A “trustee“, is the person who manages the trust, specific assets, or roles within the trust. Married couples will usually act as “co-trustees“, being available to execute full or partial powers of the trust according to their specific documents. A “successor-trustee“, is often a person succeeding the trustees to manage the trust when the initial “trustees” are no longer able to act usually bc on incapacity or death.