Everyone is looking forward to the day that it becomes safe to lift COVID-19 restrictions and return to normal daily activities. When this happens, Notaries need to keep the following important points in mind when performing notarizations post-coronavirus:

1. Check The Deadline For Any Emergency Rules Regarding Expired Signer ID
2. Some Signers May Still Ask For PPE And Additional Safety Precautions 
3. Be Prepared For Appointment Challenges
David Thun is an Associate Editor at the National Notary Association.

One of my most enjoyable assignments is for seniors. I enjoy the challenges presented such as expired identification, concern about their signatures not being as good as in their younger years and asking if I am comfortable.

I enjoy the conversation topics that present itself. I have learned about WW1, WW11, Korea and Vietnam from their perspectives. I have just a bit of knowledge with my family's military experience to keep the conversation going.

This morning I met with a couple staying at Aegis at Shadowridge. They are 92 years old and enjoying their life together. Their vim may not be what it once was, but their vinegar is
still going strong!

If you have minor children and own your home, then this will be the most important
Back-to-School preparation you do all year.

Here's why -

Did you know that if you're in an accident, your kids could be
taken into protective custody until the police can figure out who has legal authority to take
them, even if you've named legal guardians for them in your will?
That's because the people who spend time with your kids don't  have that authority
automatically.

To make sure your kids are not taken into the care of strangers, even for a minute, you must set up a Comprehensive Kids Protection Plan. And you must put in place a well-considered estate plan that ensures your assets are immediately and privately available to your loved ones and usually, a simple will is simply not good enough.

When you and your spouse meet with us for a Family Wealth Planning Session, you will choose the right guardians for your kids and avoid making any of the 6 common mistakes most families (and even regular lawyers) make when naming legal guardians.

Be one of the first 3 to schedule in August and we'll waive our regular $750
planning session fee. Plus, you'll take home a free Family Emergency ID Card, which gives
important information to authorities in the event of an accident so your kids are in the right hands.  Put it in your wallet and know they will always be taken care of by people you love.
                      

Thank you to Suzan A. Colgan, Esq.  Attorney and Counselor at Law 760 231 8716
for her advice.

I am here to educate you about my profession and business resulting in your referral of quality clients.

Carlson Mobile Notary focuses on two aspects of notary service:
1.  Real Estate transactions and mortgage loan documents
2.  All other documents requiring notarization

Professions to refer to me:
1.  Mortgage loan officers, escrow officers, Realtors and sellers
2.  Estate attorneys, financial planners, senior care directors and health professionals

My General Notary requests come via:
1.  Yelp.com reviews
2.  Carlson Mobile Notary web site
3.  Oceanside Chamber of Commerce
4.  Carlson Mobile Notary FaceBook Business Page
5.  Personal & Professional Referrals
6.  My clients - like you

If you would enjoy more information, please contact me at 760-805-6064.  I'd love to chat.

If a signer doesn't have a current ID, ( drivers license, passport, military ID with physical description) a Credible Witness is someone who can provide the proper identification, and is willing to swear or affirm that:

The individual appearing before the Notary Public is the signer of the document is the person named in the document; and

The Credible Witness personally knows the Signer; and

The Credible Witness does not have a financial interest and is not named in the document(s) to be signed.

Two Credible Witnesses are required in California, since Notary Public is no longer allowed to "personally know" the signer.

I  frequently receive notary assignments for assisted living residents and one of the major obstacles that is encountered is the proper identification for the  signer.

Seniors may allow their driver license to expire since they don't drive anymore.  The use of Credible Witnesses is an option that I offer at time of assignment. The family will "ask" staff or nurses to provide this service for the residence.   My experience is that most facilities will not allow staff to act as Credit Witnesses.

Be prepared with proper and valid current identification.

Thank you for Remembering Me for Notary.

In the event that the seller in a real property transaction is a
trust, the proceeds must be disbursed to the trust only; as the
payee of the proceeds must be identical to the vested owner of
record.  If the seller does not have a bank account open in the
name of the trust, one will have to be opened prior to close of
escrow.
 
In addition, it is critical that all parties to the escrow are
cognizant that there are various types of trusts and various
powers afforded to trustees.  Therefore, if asked to interpret trust
documentation, it would be wise to point them in the direction of
someone who is legally qualified to give such advice; i.e. a CPA
or attorney.
 
Jennifer Foster
760.705.1554
glenoaksescrow.com

Hello All:

I have been busy this first week in Sept. 2014,  which I love however I’ve been taken out of the house before the rooster crows, at least it seems like it.  I don’t mind being busy riding all over San Diego County in Volvo feeling the breeze on my buckles and the smell of  Spring on my handles. What I do mind is being woken up from a sound sleep during my REM at 6am to go to Coffee N Contacts Networking Group in Carlsbad on Tuesday  and on  Wednesday  to go to BNI Platinum Professionals in San Marcos to substitute

for Steve Brown of Brown Roofing and then again on Thursday for North County Professional Network in Oceanside. I have not seen the sun come up in a very long time and I love the freshness of the air and the dew on Volvo (not me, yuck), but come on, Ms Robyn do we have to go this early?  

I just read what I wrote.  I didn’t know I was writing  out loud!  I do not want to seem like a grumpy briefcase.  I am not.   After our 9am loan signing in Escondido, I got the rest of the day off. Woo Hoo!   I had so much fun watching the birds, butterflies 

and ladybugs playing in our backyard lounging while a cool breeze eased away my aches and pains.  I appreciate Ms Robyn’s family for taking her out for dinner - so I could re-energize and get ready for this next week of business going to  Oceanside Chamber of Commerce Ribbon Cuttings,  networking mixers and all of the loan signings and general notary assignments at Carlson Mobile Notary and Briefcase.

 I don’t know why my name was left off our business card?  Until next time enjoy being busy and remember to stop once in awhile and watch the birds, butterflies and ladybugs playing in your backyard.