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I. How We Work in Washington. Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services. APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
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V. Complaints. Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
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I am not a fan of preparing a Will on-line... all it takes is one wrong word or one misplaced word to create a landmine.
Banks usually have a Notary, and the Notary will advise how many witnesses are needed for your State. You can bring the witnesses with you but the witness cannot be anyone who is named in the Will.
Dennis, do you have legal background or are you an attorney? Do you read case law updates?
If not, you're gambling that you could be creating a document that doesn't address not only what you consider your needs, but issues of which you may be completely unaware.
Legal documents as important as wills should be created by attorneys who are current on ALL laws that affect inheritance and bequests. Even an intelligent non-attorney isn't going to be able to interpret the effect of some of these laws.
There are people who have uncomplicated wills that can use the online forms. It is better than passing without a will at all. If someone has modest assets, a lawyer can look expensive. Do they pay a lawyer or pay their utility bills? I understand the choice to use an online will form if an estate is simple.
Notaries are easy to find. As mentioned, banks will have at least one. You can also check on the computer or in the phone book for notaries who charge a bit for their services. You might be surprised to find that a neighbor is a notary. There are many out there who hold a license.
The laws vary from state to state on Wills. For instance, here in Maine if it is a simple estate - you really don't own property of any value or have a complicated financial situation - you can buy a form at the Probate Court office for $1, fill it out & have it Notarized. You can list personal items on the form and who you want them to go to. If you are passing on property (i.e., vehicles, real estate, valuable collections like antiques) or you want to set up trusts or write someone out of your Will, it would be best to consult with an attorney. If you check with your local area agency on aging, they might be able to find you low-cost legal assistance.
Notaries are at Banks, attorney's offices, Town Offices, department of motor vehicles... The state office of Notaries have lists of all the notaries in the state and their contact information.
Copy Stores, Paralegals and Process Serving Companies, Advertised mobile notarys, Real Estate Offices, maybe accountants, Etc.
"Online webcam notaries are not recognized in the State of California, and are illegal". Hope this info is helpful, I have my tech hubby to thank who looked it up for me. He rarely talks to me but this interested him, lol!
I did my dad's stuff online through LegalZoom and went to the local UPS store to have the documents notarized which included a DPOA. I've had no problems having them acknowledged to execute anything on his behalf either.
The on-line legal groups where the groups have you answer questions for a simple Will and POA is better than finding a blank Will/POA and filling it out.
If an estate is more than just basic, then sitting face to face with an Attorney, especially an Elder Law Attorney, who can ask questions about the future of one's needs, medical issues, if Medicaid might be in the future, etc. And if a Trust is needed to help lessen the estate taxes. Plus a face-to-face Attorney can tell if the client can understand the legal documents or has memory issues that would disqualify the client from signing said documents.
Dennis -- The answers above are comprehensive. The writers picked up on what I missed; that you said, "I am preparing my online will." Listen to everyone who questioned the advisability of preparing a will online. I recently started to do that, and decided to consult a lawyer who specializes in wills. Even though mine is a simple will, I'm glad I did.
My son is an attorney and he said there was no problem with on line wills--but you should have it looked over, upon completion, but an attorney, just to be safe. In our case (one marriage, equal distribution of any remaining funds to 5 kids, no divorces or "wild corn" babies"...it's all very simple. In the case of multiple marriages, family who've already received their inheritance, owning your own business or properties besides the family home, etc., you would be better off with a lawyer doing the whole thing.
Midkid, "Wild corn babies"? Really really needed that laugh this morning! I could have read it, laughed, and just moved on, but you are so funny-your comment needed to be acknowledged with a thank you, and a hug! {{{{{{Hugs!}}}}} and a good day to you!
I like that term better than any other. My hubby had and aunt who had 3 of these....one showed up at her funeral...this is a woman born in 1927. She was....interesting.
A notary will not sign as a witness, they validate that the paper has been signed by the correct number of people. Some papers need more than one witness, some just need to be notarized that you have signed the paper and no additional witnesses are necessary.
Good point, Grandma. The notary just confirms that the person signing is the person who signed the document. I did not know that the notary also determines that the document has been signed by the correct nunber of people, but this sounds reasonable.
If there are places for the signature and 2 witnesses then the notary is validating that there were 2 witnesses signing the paper as well as the person presenting the paper to be notarized. I have had papers that need just my signature and no witness and I have had some where witnesses were needed.
By proceeding, I agree that I understand the following disclosures:
I. How We Work in Washington.
Based on your preferences, we provide you with information about one or more of our contracted senior living providers ("Participating Communities") and provide your Senior Living Care Information to Participating Communities. The Participating Communities may contact you directly regarding their services.
APFM does not endorse or recommend any provider. It is your sole responsibility to select the appropriate care for yourself or your loved one. We work with both you and the Participating Communities in your search. We do not permit our Advisors to have an ownership interest in Participating Communities.
II. How We Are Paid.
We do not charge you any fee – we are paid by the Participating Communities. Some Participating Communities pay us a percentage of the first month's standard rate for the rent and care services you select. We invoice these fees after the senior moves in.
III. When We Tour.
APFM tours certain Participating Communities in Washington (typically more in metropolitan areas than in rural areas.) During the 12 month period prior to December 31, 2017, we toured 86.2% of Participating Communities with capacity for 20 or more residents.
IV. No Obligation or Commitment.
You have no obligation to use or to continue to use our services. Because you pay no fee to us, you will never need to ask for a refund.
V. Complaints.
Please contact our Family Feedback Line at (866) 584-7340 or ConsumerFeedback@aplaceformom.com to report any complaint. Consumers have many avenues to address a dispute with any referral service company, including the right to file a complaint with the Attorney General's office at: Consumer Protection Division, 800 5th Avenue, Ste. 2000, Seattle, 98104 or 800-551-4636.
VI. No Waiver of Your Rights.
APFM does not (and may not) require or even ask consumers seeking senior housing or care services in Washington State to sign waivers of liability for losses of personal property or injury or to sign waivers of any rights established under law.
I agree that:
A.
I authorize A Place For Mom ("APFM") to collect certain personal and contact detail information, as well as relevant health care information about me or from me about the senior family member or relative I am assisting ("Senior Living Care Information").
B.
APFM may provide information to me electronically. My electronic signature on agreements and documents has the same effect as if I signed them in ink.
C.
APFM may send all communications to me electronically via e-mail or by access to an APFM web site.
D.
If I want a paper copy, I can print a copy of the Disclosures or download the Disclosures for my records.
E.
This E-Sign Acknowledgement and Authorization applies to these Disclosures and all future Disclosures related to APFM's services, unless I revoke my authorization. You may revoke this authorization in writing at any time (except where we have already disclosed information before receiving your revocation.) This authorization will expire after one year.
F.
You consent to APFM's reaching out to you using a phone system than can auto-dial numbers (we miss rotary phones, too!), but this consent is not required to use our service.
Banks usually have a Notary, and the Notary will advise how many witnesses are needed for your State. You can bring the witnesses with you but the witness cannot be anyone who is named in the Will.
If not, you're gambling that you could be creating a document that doesn't address not only what you consider your needs, but issues of which you may be completely unaware.
Legal documents as important as wills should be created by attorneys who are current on ALL laws that affect inheritance and bequests. Even an intelligent non-attorney isn't going to be able to interpret the effect of some of these laws.
Notaries are easy to find. As mentioned, banks will have at least one. You can also check on the computer or in the phone book for notaries who charge a bit for their services. You might be surprised to find that a neighbor is a notary. There are many out there who hold a license.
Notaries are at Banks, attorney's offices, Town Offices, department of motor vehicles... The state office of Notaries have lists of all the notaries in the state and their contact information.
Good luck.
"Online webcam notaries are not recognized in the State of California, and are illegal". Hope this info is helpful, I have my tech hubby to thank who looked it up for me. He rarely talks to me but this interested him, lol!
If an estate is more than just basic, then sitting face to face with an Attorney, especially an Elder Law Attorney, who can ask questions about the future of one's needs, medical issues, if Medicaid might be in the future, etc. And if a Trust is needed to help lessen the estate taxes. Plus a face-to-face Attorney can tell if the client can understand the legal documents or has memory issues that would disqualify the client from signing said documents.
In our case (one marriage, equal distribution of any remaining funds to 5 kids, no divorces or "wild corn" babies"...it's all very simple. In the case of multiple marriages, family who've already received their inheritance, owning your own business or properties besides the family home, etc., you would be better off with a lawyer doing the whole thing.
"Wild corn babies"?
Really really needed that laugh this morning! I could have read it, laughed, and just moved on, but you are so funny-your comment needed to be acknowledged with a thank you, and a hug! {{{{{{Hugs!}}}}} and a good day to you!
..Wild, so wild of you!
Some papers need more than one witness, some just need to be notarized that you have signed the paper and no additional witnesses are necessary.
The notary just confirms that the person signing is the person who signed the document.
I did not know that the notary also determines that the document has been signed by the correct nunber of people, but this sounds reasonable.