Having documents notarized for an elderly loved one can be challenging and a bit overwhelming. Often the family needs to step in to help their loved one with the notarization process. Below is a list of things you may want to consider prior to meeting with a notary:
- Identify the Documents: Determine which documents need to be notarized. These could include legal documents like powers of attorney, healthcare directives, or financial agreements. Notaries are legally prohibited from providing legal documents so you may want to consult an attorney if you are in need of document preparation.
- Gather Necessary Identification: According to state law, a notary is required to examine a government-issued ID such as a non-expired State driver license, state ID/Senior ID, passport or military ID. A copy will not suffice as it needs to be the original. Double check that it isn’t expired as often the elderly are no longer driving and their ID may be expired. If it is expired or has been lost there is one other option: two credible witnesses. Choose two people that have personally known the signer for a considerable amount of time and have no interest in the document being notarized.
- Find a Notary Public: Locate a notary public who can perform the notarization. You can find notaries at banks, shipping centers, AAA or through mobile notary services. Consider choosing a location that is convenient for your loved one and offers a comfortable environment. Using a mobile notary may be preferable or perhaps even necessary if the signer is in a care facility or has mobility issues.
- Prepare the Documents: Review the documents with your loved one to ensure they understand the content and where they need to sign. Make any necessary arrangements for witnesses if the document requires them.
- Accompany Your Loved One: Accompany your elderly loved one to the notary appointment to provide support and assistance. This can be very helpful when the signer is dealing with slight memory loss.
- Keep Copies of Documents: Make copies of the notarized documents for your records and for your loved one’s records, if necessary. Store the originals in a safe and secure location. Keeping a PDF file on your computer is especially helpful when you need to share the documents via email.
- Follow Up as Needed: If there are any additional steps required after notarization, such as filing the documents with relevant agencies or institutions, make sure to follow up and complete those tasks promptly.
- Provide Emotional Support: Recognize that the process of notarizing important documents can be stressful or overwhelming for your elderly loved one. Offer emotional support and reassurance throughout the process.
By following these steps and offering your assistance and support, you can help your elderly loved one navigate the process of getting documents notarized with confidence and ease.
Kelly Moore is a mobile notary and certified signing agent who provides an excellent experience for her signers. She does her job thoroughly and takes the time to connect with every client—even the furry ones. Kelly services most areas within Los Angeles County, as well as parts of San Bernardino County and Orange County. For more information, contact Kelly at (626) 610-6252 or kelly@kmmobilenotary.com.
