5 Estate Document Challenges & How AZ Roving Notary Solves Them

"Death is not the end. There remains the litigation over the estate." – Ambrose Bierce

Estate planning attorneys understand that finalizing client documents is rarely straightforward. From coordinating multiple signers to ensuring legal compliance, the process can be time-consuming and stressful.

At AZ Roving Notary, we specialize in remote online notarization (RON), in-person electronic notarization (iPEN), and mobile notarization, making estate document execution seamless and stress-free. Here’s how we tackle the top challenges estate planning professionals face:

1. Eliminating Scheduling Hassles for Signers & Witnesses

Coordinating multiple parties can delay the signing process. With the remote online notarization process, the clients, witnesses, and notaries can connect from anywhere—no need to gather in the same room or even the same state.

Our platform allows attorneys, paralegals, and document preparers to arrange signings in minutes, even for out-of-state or international clients.
We provide independent, state-approved witnesses when needed, eliminating the hassle of finding qualified witnesses at the last minute.

2. Ensuring Proper Execution & Compliance

Mistakes in notarization or improper execution can lead to invalid documents and legal issues. Our experienced notaries specialize in estate documents, ensuring all signatures, seals, and witness requirements comply with Arizona state law.

We conduct thorough pre-signing quality checks to confirm that documents have the proper notarial certificate wording.
Every RON session is recorded and securely stored. We provide a complete audit trail documenting every step of the signing process for use in verifying the document should litigation require verification.

3. Handling Last-Minute Changes Without the Delays

When clients request last-minute revisions, reprinting and re-signing can slow everything down. With RON and iPEN, documents can be updated and signed digitally in real-time, eliminating the need for multiple in-person appointments.

Digital signing allows for instant corrections, avoiding costly delays from printing and re-executing paper documents.
Our notaries work closely with estate planning professionals to ensure each revision is executed correctly the first time.

4. Providing a Modern, Secure Notarization Experience

Traditional notarization can be time-consuming, and coordinating all interested parties may be inconvenient.. Our RON platform offers a faster, legally binding, and fully digital solution -- eliminating paper, travel, and scheduling conflicts. For those preferring in-person signings, we also provide mobile notarization and iPEN services.

RON sessions are encrypted and secure, ensuring compliance with industry best practices for privacy and data protection.
Clients can sign from any device with internet or cell phone access, making the process more convenient and accessible.

5. Offering Qualified Custodian Services for Digital Wills & Trusts

Storing and safeguarding estate documents can be a burden for attorneys. And, many attorneys do not want to take on the responsibility for storing the documents. As qualified custodians under Arizona law (ARS 14-2520), we provide secure custodial accounts for electronic wills, ensuring long-term compliance and accessibility.

Our secure storage solutions protect against unauthorized access, giving attorneys and clients peace of mind.
Documents can be retrieved according to state laws when needed, avoiding delays in estate administration or probate proceedings.

A Trusted Partner to Estate Planning Professionals

Only about 33% of Americans have a documented estate plan, leaving a significant majority without one. Properly executed estate documents are crucial for avoiding legal disputes and ensuring clients' wishes are honored.

With AZ Roving Notary, estate planning attorneys can streamline document execution, reduce stress, and provide a smooth experience for clients. Whether you need RON, iPEN, mobile notarization, or secure document custody, we’re here to help.

Heart Felt Client Review

Larry Anderson ⭐⭐⭐⭐⭐

"Very professional, prompt and friendly. All the services we needed were provided to us at a reasonable price. We were able to use one device for two signers and it was so easy! Availability for weekend and rush notary were offered as well. It was a fast and easy process. Highly recommended!"

Create a Signature Experience for Your Clients

Learn how AZ Roving Notary can help you execute estate planning documents with confidence and ease.

LEARN MORE ABOUT OUR ESTATE PLANNING SERVICES

This blog was conceived by Suzanne Feinberg, content suggested by AI,
designed/edited/finalized by Zibster, and approved/publised by AZ Roving Notary.

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