By collecting this information in one easy place, you will be helping to pave the way for your future attorney (by Power of Attorney) or executor to manage your affairs.
Your Notary understands the sensitivities and complexities of these planning decisions, and is professionally trained to ensure that your intentions are clear and properly documented–so you can rest assured everything will run smoothly in your absence.
If appropriate, your Notary can also help you prepare advance planning documents including:
- Will
- Power of Attorney
- Health Care Directives
- Representation Agreement
- Deed of Gift
This workbook will help you record various aspects of your life so your Notary can advise you on the appropriate planning tools based on a thorough and fully informed understanding of your unique situation. They will also advise you on information to be considered when making some of the important decisions you’ll need to make, including how to choose an appropriate executor and alternate executor.