Execute and Notarize Your Estate Planning Documents
If you're seeking to execute an Arizona Last Will and Testament or other Estate Planning documents for yourself or your clients utilizing Remote Online Notarization (RON), In Person Electronic Notarization (iPEN) or with a traditional mobile notary, you've come to the right place.
At AZ Roving Notary, we can make the execution of your estate planning documents seamless. Whether you are an individual with a one time need, or you are a law firm requiring on-going services for your clients, our highly trained professionals are ready to walk you through the steps to successfully execute your documents. And, we offer the storage of your Arizona electronic will in our custodial account managed by one of our qualified custodians.
Effective July 21, 2023, Arizona House Bill 2197 has updated their Title 14 sections regarding the execution Electronic Wills using Remote Online Notarization (RON) or InPerson Electronic Notarizations (iPEN) as well as the clarifying the requirements for a Qualified Custodial account and Custodian.
What Type of Notarization Fits Your Lifestyle?
In-Person Mobile Notarizations of Estate Documents are executed using traditional pen and paper in a "wet" signing session at your office, client home, client office or other convenient location.
In-Person Electronic Notarizations (iPen) of Estate Documents are executed electronically on the notary's tablet at your law firm, client's home, client's office or another convenient location. iPEN execution of a Last Will and Testament require that the document be held in a custodial account by a qualified custodian.
Remote Online Notarization(RON) of Estate Documents are executed online using remote audio/visual communication technology according to Arizona law. RON execution of a Last Will and Testament require that the document be held in a custodial account by a qualified custodian.
AZ Roving Notary provides the custodial account and qualified custodian. There are strict laws for what must be included in the custodial account and the duties and functions of the qualified custodian.
Our services are available to Estate Planning Attorneys, Financial Planners, Wealth Managers, as well as Individuals who require help in executing their client estate plan documents according to the most current state statutes and rules.
Package Pricing: $75.00 - $500.00/Person
Witnesses:
Signer Provided Witnesses: No additional charge
Option - Agency Provided Witness (RON only): $75.00 per witness
Custodial Account/Qualified Custodian:
Per Person/Setup Account with Qualified Custodian: $250.00 First Year
Per Person/Account Maintenance: $75.00/Year (Annual)
If you have your own custodial account with a qualified custodian we would be happy to transfer your Last Will and Testament from the notary to the qualified custodian directly according to the law along with the legally required attachments. $75.00 per person
EXECUTING YOUR ELECTRONIC LAST WILL AND TESTAMENT
AZ Electronic Last Will and Testament Signing Ceremonies are performed with Remote Online Notarization (RON) or InPerson Electronic Notarization (iPEN). All executed paperwork are delivered ready to be placed directly into a Custodial Account with a Qualified Custodian upon completion of the signing ceremony. (Use your own Qualified Custodian/Account or all documentation can be placed under AZ Roving Notary Qualified Account Management. (Per AZ House Bill 2197: 14-2518,14-2519,14-2520)
Your Custodial Account will hold the following documents/files:
- Your iPEN or RON executed electronic last will and testament.
- Audio/Video Recording of Session to be stored in Custodial Account
- Image of Screen Showing All Participants at time of signing.
- Statement of Identity Proofing method w/Image for Each Participant
- Audit Trail for Signing Ceremony
- Certificate of Acceptance of Qualified Custodian by Signer
- Certificate Declaring Agreement to Manage Custodial Account
- Contact Information for All Participants
- Chain of Custody from Notary to Qualified Custodian
*** According to AZ law, an electronic will must be placed in a Custodial Account with a Qualified Custodian and an audit trail from the notary to the account.
Additional Custodial Account Fees:
Unofficial Copy of Your PDF:
One unofficial copy of your Last Will and Testament will be provided at the time of notarization. This copy will be clearly marked: Duplicate - Not a Valid Copy. Additional Unofficial Copies Fee: $25.00 each copy
Transfer to Another Qualified Custodian (Requested by Testator): At any time during the period of time you have paid in full your Annual Account Maintenance Fee you may request to change your Qualified Custodian. Your current Qualified Custodian will implement the transfer for you according to Arizona law current at the time of transfer. If you choose to transfer your account to another Qualified Custodian, you will not receive a refund on the remaining time on your account. The transfer fee includes a laser printed certified copy of the electronic will and any supporting documentary evidence. Transfer Fee: $179.00
Close Your Qualified Custodial Account without a Transfer (Requested by Testator): At any time during the period of time you have paid in full your Annual Account Maintenance Fee, you may a request to close your Qualified Custodial account and end services from your Qualified Custodian. Your current Qualified Custodian will close the Qualified Custodial account for you according to Arizona law current at the time of closing. If you choose to close your account, you will not receive a refund on the remaining time of your annual. The transfer fee includes a laser printed certified copy of the electronic will and any supporting documentary evidence. Transfer Fee: $179.00
Request for Probate Service: Should your estate require probate services, your Qualified Custodian will prepare a certified copy of your Electronic Will along with any documentary evidence or affidavits required for the probate process. Probate Service: $249.00
Deposition or Appearance in Court: Should the presence of your Qualified Custodian be required for an online or in-person deposition or court appearance, please call for a Custom Quote.
TERMS AND CONDITIONS
(Version 2023.09.07.02)
By paying your invoice you agree that you have read and accepted all of the terms and conditions of this transaction.
You are contracting with PowerVision360 Productions, LLC d/b/a AZ Roving Notary for this transaction. Included in your payment to our company is our payment to the notary their state regulated fees for each notarial act performed.
By paying your invoice you agree that you have read and accepted all of the terms and conditions of this transaction included on this document.
Powervision360 Productions, LLC d/b/a AZ Roving Notary, its owners and its contracted notaries are only responsible for the proper notarization of your documents and are not responsible for the contents of your documents or the acceptance of your documents when you submit them to the receiving party.
Disclaimer: Our employees, contractors and notaries are not attorneys and as such under Arizona law cannot provide you with legal advice. Our team members may not make additions, deletions or changes to your documents. All questions pertaining to your documents should be addressed to your legal advisor or document originator.
COMPANY CONTACT:
Suzanne Feinberg, General Manager
PowerVision360 Productions, LLC d/b/a AZ Roving Notary
Tel: (602) 770-7149
EMAIL CLICK HERE
DOCUMENT SUBMISSION POLICY FOR RON/IPEN TRANSACTIONS:
- Final Document(s) must be submitted in the final file format no later than one (1) US Business day in advance of the session according to the technical and document requirements supplied to you at the time of payment. If your signing is on a day following a weekend or federal holiday, your final document(s) must be submitted no later than 12:00pm Arizona time the previous business day.
- Required information for the signing - email address, telephone number, type of ID (US Passport, US state issued driver’s license, US state issued ID) must be submitted along with the final document(s). This includes all required data for all principal signers, witnesses, credible witnesses and guests (observers).
- All variables must be pre-filled prior to submitting documents with the exception of initials, signatures, witness information and dates.
- Each document must be in its own PDF file.
PAYMENT POLICY:
Pre-payment is required to schedule a session. Payment must be made at least one (1) US Business day in advance to avoid rush charges. If your payment is due on a day following a weekend or federal holiday, your payment must be submitted no later than 12:00pm Arizona time the previous business day. Payment for all services and other charges are in US dollars only.
- Quotes: Prices quotes are submitted via email and are valid for 5 business days from the date of the email. New quotes must be obtained after the quote has expired.
- Electronic Invoice: Sent via an email with a payment button. Payment can be made with a credit card directly from the invoice. No additional charge will be assessed for payment with a credit card. Alternative payment is by Zelle or PayPal through special arrangements (call for instructions). All monies paid are in US dollars only.
- Rush Charges: Same Day remote online notarizations require a 50% rush charge. Same day service depends on full payment of the invoice and the availability of a notary to both prepare and complete the signing session. No session will be scheduled with less than 4 hours notice.
- Regular Business Hours: Sessions must start during our regularly scheduled business hours of Monday through Friday, 8:30am - 5:00pm, excluding federal holidays. All other start times are considered Premium Hours. Sessions during Premium hours are available for an additional charge assessed between $50-$100.
- Once payment is received, the final version of your document(s) can be uploaded, can no longer be revised without an additional pre-paid document update charge.
- Payment on your invoice is final and is non-refundable. See Refund Policy below.
RESCHEDULE POLICY:
Sessions may be rescheduled for any reason with any amount of notice. Sessions may be rescheduled during the session. Rescheduling time and date is based upon notary availability. A reschedule fee will apply.
Rescheduling Session: $25.00 - $100. Fee depends on notice for the rescheduling.
If you reschedule, documents may require updating based on the date and time of the rescheduled session and you may be assessed a fee to accommodate the updates over and above the reschedule fee.
No reschedule fees or document update charges will be assessed should the session fail due to the following issues:
- Failure of the notary’s computer;
- Failure of the notary’s internet;
- Failure of the RON platform.
A reschedule fee of $25.00 plus any document updating charges will be assessed should the session fail due to the following issues:
- Failure of any participant’s computer, internet, or other technical requirements of the session;
- Failure of any participant’s Knowledge Based Authentication Quiz after 2 attempts
- Failure of any participant’s Credential Analysis
- Failure to appear in the session after a 10 minute grace period from the start time.
Our notaries strive to be accurate and follow all of the laws, statutes and regulations of the state where they are commissioned. Should the notary make an error on the notarial certificate that you provided (or on the notarial certificate you requested from the notary), AZ Roving Notary will reschedule a session to correct the error at no charge to you. Should the error be the fault of the signer — i.e. you requested an acknowledgement and really required a jurat — this will be considered a new transaction and will require a new invoice and a new session to be scheduled (fee to be determined by the circumstances).
If you do not reschedule within 30 days of the notification to reschedule, you will not receive a refund and if you reschedule after 30 days you will be invoiced for a new transaction.
REFUND AND CANCELLATION POLICY:
All refunds take between 1-10 days based on the method used to pay the invoice. Depending on the length of time between payment and refund, we may have to issue a check rather than refund with the original payment method.
- We reserve the right to cancel any transaction for any reason at any time during the process. Upon notification of our exercising our right to cancellation you will receive a full refund less $50 processing fee.
- Failure to pass the Knowledge Based Authentication Quiz or the Credential Analysis process is not a valid reason for a refund under our refund policy and you will not receive a refund. You will always have the option to reschedule the session or, add a credible witness for an additional fee.
- It is the responsibility of the signer to determine in advance of booking a session that a remote online notarization will be accepted by a receiving agency. A refund will not be issued should your receiving agent refuse to accept the completed remote online notarized document(s).
- Please note some email services put the invitations from the platform into your junk, spam or promotions folder. Refer to your email provider for instructions for adding senders to your Safe or Approved List. The claim to have not received the invitation is not a valid reason for a refund under our refund policy. If you need us to resend emails or have other concerns or questions, please contact us by phone or email.
- If you make payment on an invoice and do not schedule your session within 30 days, your order will be considered abandoned as a such not subject to any refunds.
Cancelling without rescheduling within 30 days will be considered abandoning the transaction and is not eligible for a refund in part or in full.
LIABILITY:
Remote Online Notarizations performed by a properly commissioned notary are valid in all 50 states by reciprocal law. It is the responsibility of the client to determine with the final document recipient that a document notarized with the RON process is acceptable for that recipient. AZ Roving Notary, its contracted notaries and its platform providers are not liable if a RON is performed and then fails to be accepted by the client's recipient agency.
AZ Roving Notary and its independently contracted notary are not liable for any errors in documents provided by the client. It is the client's responsibility to check for document accuracy and legal status with their legal advisor or document originator prior to sharing the document with the notary.
AZ Roving Notary is a signing agency using independently contracted notaries. All of our independent notaries are paid their respective state regulated notary fees from the proceeds of your contracted transaction with the agency. The client is never responsible for paying the notary fee direct to the notary.
AZ Roving Notary and its owners/members/managers are only liable for the amount of the transaction invoice and any additional platform charges that may have been incurred for the session.
AZ Roving Notary takes no responsibility for the work performed or errors committed by our independently contracted notaries other than repeating the transaction at no charge to the client with a different notary. The maximum liability to AZ Roving Notary or any of its Owners/Members/Managers is the amount of the invoice and any additional platform assessed charges for the transaction.
AZ Roving Notary licenses its online platforms including but not limited to the Remote Online Notary Platform, the In-Person Electronic Notary Platform, the Custodial Account and DocParkVault from a third party. The third parties take responsibility for any breaches in privacy and security for these accounts. AZ Roving Notary will notify you if there a breach should occur and the remedy that the third party offers to you.
DISPUTES:
PowerVision360 Productions, LLC d/b/a AZ Roving Notary is only liable for damages not more than the full amount of the invoice regardless of claim against it.
PowerVision360 Productions, LLC d/b/a AZ Roving Notary's only responsibility in case of disputes is to repeat the session a second time to resolve any notarization issues or refund the full amount of the invoice. PowerVision 360 Productions LLC d/b/a AZ Roving Notary is not liable for any claims made against the documents notarized by our agency notaries.
PowerVision360 Productions, LLC d/b/a AZ Roving Notary, it's owners and its contracted notaries are not responsible for any penalties incurred by the client for lateness or delays in the notarization session or delivery of documents to client (or client's designated recipient if not direct to the client) as it relates to the validity and viability of the document for the recipient. The client takes full responsibility for informing the document recipient if there are any delays and client takes full responsibility for the damages caused by the delay.
The notary is legally tied to the document. Any disputes arising from documents that might be improperly notarized will be resolved between the client and the notary (or the platform provider) as follows: The claim must be made in writing to the AZ Roving Notary company contact person listed above via the email address provided above. AZ Roving Notary will provide a new signing session at no charge to the client if the notary is found to have improperly notarized a document(s). The signer may choose to have the original notary and platform, or AZ Roving Notary will provide another notary and platform to perform the signing ceremony.
If you are executing your Arizona Electronic Will with a Remote Online Notary not on our team - ask us how we can help you with a qualified custodial account and qualified custodian. EMAIL SUZANNE FOR DETAILS
We offer enterprise solutions and pricing to the legal industry including:
Law Firms
Paralegal Firms
Doc Prep Companies
Litigation Support Firms
Corporate Law Departments
For individual estate planning documents not including the Electronic Will - please see our remote online notarization pricing page.
Disclaimer: The AZ Roving Notary agency and its independent contractors are not attorneys and cannot give you legal advice regarding your Electronic Will. For questions and answers regarding creating your Electronic Will and/or the contents of your Electronic Will, please contact your legal advisor or the document originator.