As Notaries, we are often involved in estate planning—not just the preparation of a Will, but the process of evaluating a person’s assets, his or her desire to provide for legal and moral responsibilities, and the plan for the distribution of these assets in a cost-effective manner.
There is no such thing as a “simple Will.” Every person has his or her own set of circumstances, assets, and obligations. A prudent Notary will spend a considerable amount of interview time flushing out this information before drafting a Will. Perhaps other documents may be needed to affect the desired outcome.
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