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Creating a Secure Estate Plan: The Benefits of Working with a Qualified Attorney and Mobile Notary

By: Kace Mobile Notary LLC

Estate planning is an important process that helps individuals and families ensure that their financial affairs are in order before their passing. There are a number of different documents that can be used in the estate planning process and a mobile notary plays a critical role in helping you execute these documents accurately.


One of the most important estate planning documents that a mobile notary can handle is a will. A will is a legal document that outlines how you want your assets to be distributed. Your will can include provisions for the care of minor children or dependents. A mobile notary can witness you signing your will to help ensure that you were of sound mind which is one of the legal requirements for your will to be valid.


Another important estate planning document that a mobile notary can help execute is an advance healthcare directive or a living will. This document outlines your wishes for medical treatment if you are unable to make your own decisions due to injury or illness. A mobile notary can witness the signing of your healthcare directive and help ensure it is properly executed.


A power of attorney is another critical estate planning document that Kace Mobile Notary specializes in. This document grants someone else the authority to make financial and legal decisions on your behalf when you are unable to do so yourself. A mobile notary and two non -related witnesses can witness the signing of a power of attorney to ensure proper execution.


Lastly, as mobile notaries we are knowledgeable in the execution of notarizing a trust. A trust can help protect and manage your assets to provide for loved ones after your death. The three common trust are testamentary, living and irrevocable trust. You want to speak with an estate planning attorney to determine which trust is right for your situation. A testamentary trust is created through your will and takes effect upon your passing. It allows you to say how your assets should be managed and distributed after your death. A living trust, also referred to as a revocable trust, is created and managed while you are still living. It allows you to retain control over your assets and change the trust as often as needed. An irrevocable trust cannot be changed or terminated once created. This can provide additional protection for your assets; however it does mean that you will lose control over those assets. Kace Mobile Notary can notarize your trust documents ensuring accuracy and care.


In conclusion, estate planning is crucial for ensuring that your wishes are carried out and your loved ones are taken care of. To make sure your plan is set up correctly, it is essential to consult a qualified estate planning attorney and a skilled mobile notary. Contact Kace Mobile Notary at (248) 313-8232 to have your estate planning documents executed properly and provide peace of mind for yourself and your loved ones.



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