About This Course
Estate Planning Documents: What Every Notary Needs to Know
Trusts, wills, powers of attorney, healthcare directives — estate planning documents show up on notary tables constantly, and they arrive loaded with titles most notaries were never taught. Grantor, settlor, trustee, successor trustee, principal, testator, personal representative, devisee, ward. Get the roles wrong and you’ve misidentified your signer.
This course walks you through the estate planning documents you’ll actually be handed, the parties who sign them, and the red flags worth pausing on — witness eligibility, capacity concerns, and signers presented in a representative capacity. State-neutral and built for both mobile and remote online notaries.
You’ll finish knowing exactly who’s sitting in front of you, what they’re signing, and where your role ends.
Refund Policy
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