This course is designed to equip notaries with the judgment, procedures, and confidence to handle estate planning and trust signings professionally and lawfully.
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- Identity, awareness, and willingness standards; recognizing red flags like undue influence and family interference.
- State-specific witness rules, document handling, and signing-day management from preparation through chain of custody.
- Business skills: attorney and referral-source outreach, professional positioning, and building trust-based repeat business.
