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 Notarizing Wills, who calls the shots?
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Lisa T.

California
391 Posts

Posted - 05/25/2010 :  3:52:48 PM  Show Profile  Visit Lisa T.'s Homepage  Reply with Quote
In CA, unless on the advice of an attorney, Wills are to be witnessed only. I inform the caller of this and just advise him/her to have two people 18 years of age or over not related to the testator by blood or marriage, nor named in or a beneficiary to the Will, witness the testator sign the Will.

Many people get Wills from the office supply store or online (i.e. LegalZoom.com).
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Lee-AR

Arkansas
678 Posts

Posted - 05/18/2010 :  09:37:50 AM  Show Profile  Reply with Quote
Looking at responses, I realize that it's a state-specific thing and all would do well to check what their own state has to say about the subject. I do also agree that #3 is a good response.

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Maple

51 Posts

Posted - 05/18/2010 :  08:39:51 AM  Show Profile  Reply with Quote
The one will-related notarization I did was for a person who had deposited his will at the county courthouse, and wanted to get it back. The request to get it back had to be notarized.

I would tell a person asking for a will notarization to ask their attorney. In Vermont, notarizing a will does not do any good, the witnesses may still have to vouch for the will in court. But I wouldn't tell the client that, I'd just send them to their lawyer.
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PWinFL

Florida
469 Posts

Posted - 05/18/2010 :  05:13:09 AM  Show Profile  Visit PWinFL's Homepage  Reply with Quote
Every Florida Will that I have ever done, the notary has not only been required to notarize the testator's signature, but also the two witness' signatures. Therefore, the notary cannot act as a witness to the Will. This is especially true with Living Wills and other estate planning and family legal documents.


Never drive any faster than your guardian angel can fly.

I am not an attorney licensed to practice law in the State of Florida,
and I may not give legal advice or accept fees for legal advice.


Visit us online at http://www.PAWnotary.com
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jbelmont

California
3106 Posts

Posted - 05/18/2010 :  02:22:16 AM  Show Profile  Visit jbelmont's Homepage  Reply with Quote
When we go to our Notary seminar, the teacher tells us not to notarize Wills, period. And then, when we are out in the real world, innocent to the harsh realities that confront us, we are asked to notarize a Will. What do we say?

You could say:
(1) Gulp? Huh?
(2) I'm not supposed to notarize Wills.
(3) What does your attorney say? What were his/her WRITTEN instructions?

Answer (3) is the correct answer. However, signers don't always have their attorney on a short leash. Its a better idea to decline unless given written instructions by an attorney.

Also, Wills are supposed to be witnessed. The notary could be a witness to a Will signing. It doesn't hurt to notarize a will, so long as the witnessing still happens. The notary could even record who the witnesses are and their ID's in their notary journal. Not a bad idea as documentation never hurts.

What is your experience?

Additional reading:
http://www.123notary.com/forum/topic.asp?TOPIC_ID=3460

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