How Mobile Notaries Add Value to Estate Planning and Wealth Management Firms

Transaction Coordinators, Paralegals, and Notaries, Oh My!

Real estate professionals consistently seek ways to enhance efficiency during closings. Currently, the mortgage interest rate holding steady around 6.864% as of late March 2025, which is only encouraging sustained activity in home buying and refinancing, demanding even more efforts towards efficiency. In today's edition of Notable Notary Notes, we’ll take note of how real estate agents and real estate attorneys engage with notaries for their closings.

Notaries and 10 Scenarios of Unauthorized Practice of Law (UPL)

In today's Notable Notary Note, let's discuss a crucial topic: Unauthorized Practice of Law (UPL) and how notaries public can avoid crossing the line between legal professionals and our roles as notaries. Below are 10 common scenarios, clear examples, explanations, and appropriate responses we all could use to keep our notarial practice professional and compliant, all while making sure we stay in our lane as the notary

How Mobile Notaries Add Value to Estate Planning and Wealth Management Firms

Welcome to Notable Notary Notes, the podcast where we explore how mobile notaries make life easier for professionals and clients alike. I’m your host, Dean Eason-Williams, owner of NotaryCLT Signings™, and today we’re talking directly to estate planning attorneys and wealth management professionals. If you’ve ever had a client need documents notarized urgently, or if you’ve had to scramble when your in-house notary was unavailable, this episode is for you.

The Decline of Notarizations at Banks & Credit Unions

If you've been in the notary world for a while (or a banking customer seeking a notary at bank "____"), you’ve probably noticed that many banks and credit unions have scaled back on notarizing documents for their customers, especially documents that aren’t directly related to the bank's business. This shift didn’t happen overnight, but it has certainly left customers searching for reliable notary services elsewhere.