Documents
Your assets are stored here.
What is the Last will and Testament?
This button allows you to see where the client left off.
What is the Impersonate button?
What is the Guardian section?
You have to restart the recording because a witness is out of the frame for too long during the act of notarization.
What is the 5-second rule policy?
I would like to see if I am covered for a trust.
What is the Spouser details?
You name who you want to manage your finances in this document.
What is the durable power of attorney?
I click this when the client would much rather start over.
What is the account reset button?
By naming someone here, they will manage the distribution of your assets.
What is the Executor section?
The member wants their documents mailed.
What is the release of documents policy?
You can change the email after verifying these steps.
What are the Full name, address, phone number and current email of the client?
In this document, I state that I would rather not receive treatment.
What is the Advance Healthcare Directive?
OAP says they are a member, but a client can't print or download. You will check this section next.
What is the Experience type section?
You can choose to create documents for your spouse here.
What is the Family section?
We accept these ID types for Digital Notarization.
What are State-issued ID, State-issued DL, US or foreign passport that is in English?
By using this number, it links the benefit to the client's email.
What is the MLP ID?
This state does not produce an advance healthcare directive in DEP.
What is Oregon?
The member was an Amazon Promo a year ago and is now a full member, but they aren't getting the trust option. You verify they are a member in the experience type section. You will check this section next.
What is profiles?
I can add my business here.
What is the asset section?
What is showing their ID on camera?
This number is used for attorneys.
What is the Eligibility ID?
This document can be taken to an attorney to hold additional assets along with your real estate property.
What is a Revocable Living Trust?
You search for a member by email address in Django to find their documents, but nothing populates. This could be the cause.
What is Phantom Space?
I would rather my agent decide.
What is the Health Care section?
Per the S.O.S you must keep this for 7 years after your notary commission expires.
What is your notary journal?
Click this and get a list of attorneys.
What is the Find An Attorney Button?