[WSBARP] Execution of Estate Documents

[Jan Kelly]

I  have done a version of this scenario for out-of-area clients. I just
finished an estate plan for a client in Las Vegas. We did the preliminary
calls via Zoom, and after I finished all of the documents, I emailed them
to her, and we went over them together on Zoom. I then printed the estate
plan, added "sign" and/or "notarize" stickers, and post-it notes to
highlight the witness signatures. I sent the entire package overnight to
the client.  She organized 2 neighbors to come and witness, and I arranged
for a mobile notary to come to her.  I also sent a very detailed
step-by-step letter, so she can read the instructions for each document
(e.g., that for her Will, she and the 2 witnesses must be in the room
together at the same time and watch each other sign.) She will be doing the
signing on Wednesday this week, and I will be available by video call if
they have any questions.

For other clients who I didn't feel were as sophisticated as this woman, I
required that they use Zoom with me while they do the signing process.

Jan

On Sun, Jun 23, 2024 at 2:52 PM Sangeeta Saigal <attorney at sangeetasaigal.com>
wrote:

> Happy Sunday Afternoon,
>
> Wanted to draw on the collective wisdom of everyone:  interesting inquiry
> received by Client:
>
> Can clients print and get notary services of their own finalized estate
> planning documents which are drafted by an attorney?
>
> If no, does the attorney need to be physically present or can this be done
> virtually if Client gets the necessary witnesses and notary?
>
> Has anyone done this when there is no office staff or another attorney to
> assist in the execution?
>
> Thank you in advance
>
> Sangeeta
>
> Sent from my iPhone
>
>
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-- 


*Jan Kelly, JD/MBA*Attorney at Law

JK Law
PO Box 1964
Poulsbo, WA 98370
Direct Line (702) 338-6733

*Licensed in Nevada and Washington*.


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