Will Signing Instructions Power of Attorney, Living Will and Notary duties
INSTRUCTIONS FOR SIGNING WILLS
When you hear the front door open, look in the Calendar Book for the person's name who is expected in.
Get up and walk to the reception area door and greet clients as they walk into reception. Please greet the client by referring to the client as, "Hello Mr. / Mrs. ________" Please have a seat
1. Get Will file from Ken V office and make sure Wills and other documents are in our folder.
Ask client "Did you read the Will/POA/Living Will?"
If they did not read the Will/POA/Living Will, they must sit and read the Will/POA/Living Will prior to seeing KAV, and advise you that the documents are ok.
2. Did you fax or mail in any changes? Changes are not made the day of signing. This is stated in the letter that is mailed with the Will/ POA/ Living Will draft.
3. If changes were mailed, faxed, or called in, have them read our original file copy of the revised documents, even if we mailed it to them. We want to make sure that we are signing the correct revised version.
4. Ask them "Are you ready to sign the Will/POA/Living Will?"
5. We need to see some ID, either a driver's license or other ID to write in the file proof of competency. Write on inside of file what ID they showed you, and that they said they read the documents.
more at https://plus.google.com/105523288807097339409/posts/csV2Qb6GFsV
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