Brevard, Orange, Osceola, and Indian River Counties..

Presenting documents to the clients and notarizing where required: 1. Trust Documents 2. Quit Claim Deed 3. Living Will 4. Last Will and Testament 5. Revocable Trust 6. Assignments of Personal and Digital Effects 7. Durable Power of Attorney 8. Advanced Directive 9. Reverse Mortgage A scanback of docs from the client's home is available, if desired. However, if IPEN technology is used with an iPad or similar device, "instant scanback" is usually part of the process which happens immediately at the conclusion of the signing. That's also true when using RON (Remote Online Notary) technology, and all parties will receive the completed docs when the signing is finished.

Disclaimer: Gary has been teaching courses for more than thirty years in insurance, finance, and securities subjects including financial and estate planning. We are not attorneys or tax advisors. We do not prepare or assist in preparing any of the documents discussed on these pages, and we do not offer legal or tax advice. We present the documents prepared by attorneys, accountants, document preparation firms, escrow, title, and loan officers to the clients for their signatures, and notarize the clients’ signatures when required. Notaries are always financially independent, disinterested parties, and are impartial witnesses to all transactions for which those documents are intended.