How Does a Remote Notary Work?

How Does a Remote Notary Work?

Here at GALS Nashville, we try to make things as easy as possible. This is why we enjoy using a remote notary for our clients. It is really easy to immediately get some documents notarized and filed with the clerk’s office. So basically, one smooth action that doesn’t take very much time. And you do not need to print anything either!

How do you notarize documents remotely?

In order to notarize my documents remotely, you must prepare the documents, then sign them electronically, and then notarize them electronically. Once complete you can upload your notarized documents to whoever is needing them. Typically we upload them to the clerk’s website. It is a pretty seamless process, and I am hoping more clients choose to go this way in the future. This process will save you so much time since there’s no coming to the office or finding a bank or UPS store to get your documents notarized. 

Remote notarization is secure

All of the security protocols are within the software. I use a software called SIGNiX that’s based out of Chattanooga. They use knowledge-based authentication (KBA), which is required under regulations controlling remote notaries in the state of Tennessee.

How it works:

  1. We prepare all the required documents
  2. Sign electronically on Zoom with me
  3. I notarize electronically
  4. I file the document with the clerk’s office
  5. Done!

Information you must provide in order to use a remote notary application:

  1. Date of Birth
  2. Social Security Number
  3. Some Information from your credit history 
  4. Photo ID

What equipment do you need in order to use a remote notary application?

  1. A phone or computer with a webcam

The simplicity of the process makes notarizing documents go so much smoother. It’s amazing how easy it is!

So, if you have something that you need notarized, feel free to contact our office. If you’re a current client and you know you have something that needs to be notarized, feel free to ask us about that. We will probably be approaching you about it anyways.

I hope that more people will start to use remote notary applications in the future. If you have any questions or just want to know more, you can schedule a complimentary call with us here!

What to Expect at a Conservatorship Hearing

What to Expect at a Conservatorship Hearing

We often help people file conservatorships for loved ones. Let’s address the next steps after filing the petition, which is working with the Guardian ad Litem and attending the hearing on your petition.

How long does it take to get a Conservatorship hearing after filing for the petition?

Hearings are usually held between 45 and 60 days after filing your petition.

What does the Guardian ad Litem do?

The Guardian ad Litem is a special attorney appointed by the Court to answer two main questions.

1. Does the person you are trying to establish a conservatorship for really need someone to help them make and carry out decisions?

2. If so, who is the best person to serve as a conservator?

The Guardian ad Litem will file a report with the Court Clerk letting the Judge know what they think at least three days before the hearing.

Make arrangements to attend the Conservatorship petition hearing

On the hearing date, you should plan to attend court. If there are disagreements over whether a conservator is needed or who should serve, make arrangements to take the entire day off work or other obligations. Otherwise, your attorney will help you determine how much time to allow for your court hearing.

If a Conservatorship is recommended, the court will decide who should be the Conservator

If the Guardian ad Litem has recommended a conservatorship for your loved one and that you should be appointed, the hearing will usually go quickly, with minimal testimony. Your attorney will make a statement about the case and the Guardian ad Litem will chime in with their opinion. You may be asked a few questions about your qualifications to serve, similar to the information that was in your petition.

The Judge will need to sign an Order for Conservatorship

The Judge will either sign an Order that your attorney has prepared before the hearing or agree that your attorney will submit one for signature. After the Judge signs the Order, your attorney will help you get Letters of Conservatorship, which we will address in a future blog post.

If you believe that someone you care about needs a conservatorship, please feel free to reach out to us by email or phone. If you believe a loved one is in need of a conservatorship, please reach out to our office by phone at (615) 846-6201, by email at april@galsnashville.com or you can schedule a complimentary call with us here!

Do you have an Advance Directive?

Do you have an Advance Directive?

Do you remember the story of Terri Schiavo? While her situation was unfortunate, it sparked a conversation among families around the country. What would you want in a medical emergency? And who do you want to make decisions for you?

What is an Advance Directive?

An Advanced Directive allows you to make medical decisions in advance of an emergency and name an agent to carry them out. It is also called a Living Will. An Advance Directive lets you tell your family and medical providers what is important for your quality of life. It’s important to let your loved ones know if you would want to continue medical treatments or not in the event that your quality of life decreases significantly. Your doctors will ask about your Advance Directive if you are unable to make decisions or communicate for yourself.

Graphic of a doctor asking someone if they have a living will or an advance directive
A living will is also known as an advance directive for healthcare.

If you have to go to the hospital for any reason you have probably been asked if you have an Advance Directive or Living Will. While it’s important to have your wishes in writing, it’s even more important to educate and prepare your loved ones in case they ever need to make difficult decisions about your care. Talking about your wishes with your family can assure them that they are doing the right thing for you in difficult times.

How to have this conversation with loved ones

Here is a resource that I really like from The Conversation Project. 

While it can be difficult to have this conversation, it is incredibly important that your family knows how you would want to be treated in an emergency situation. So please check out The Conversation Project and reach out to your loved ones to begin this conversation. 

I hope you’re staying healthy and if you have any questions regarding this topic please schedule a complimentary call with us here!

How to Disinherit Someone in a Will

How to Disinherit Someone in a Will

Is there someone you have considered leaving out of your Will? There are plenty of reasons for wanting to exclude someone, a group of people, or everyone you know from inheriting from you. Maybe you’ve had a falling out, maybe they haven’t kept in touch like you hoped, or maybe you just like animals better.

image of a pitbull dog wearing a batman costume. Attorney April Harris Jackson jokes about leaving everything to her dogs in her will. So, how do you disinherit someone in a will?
Personally, my dog is probably getting everything before I die. Look at this cute face

People who know me are probably tired of hearing me say it, but I believe that no one is entitled to an inheritance. Whatever you want to do with your earthly possessions is entirely up to you. There’s no wrong decision- whether you want to leave everything to your children, your church, or your dog. It’s just a personal decision, like your hairstyle (although a bit more permanent decision).

If you don’t have a Will, the law in Tennessee leaves your estate to your closest relatives. By making a Will, you can leave your assets to anyone you like. The only exception to this is that you cannot disinherit your spouse or minor children.

If you don’t want your spouse or kids to inherit because you don’t like them, I hope you will consider counseling. However, that’s another personal decision. So is divorce, which is the only way to remove your spouse’s right to inherit from you. If you don’t like your kids, you have to wait until they turn eighteen to disinherit them.

If you want to disinherit someone, I encourage you to make it clear in your Will. If your Will goes through the probate process, the Court will look at what your intentions were. Leaving a nominal sum like $10 means that the person is not truly disinherited- they inherited $10. We like to acknowledge that the person has been disinherited and, depending on the situation, a brief statement about why. We are kind but firm to reduce any confusion or potential for a contest in the future.

And remember, relationships change and so do Wills.

If you would like help creating your estate plan, click here to schedule a call with us.

What is the Process of Filing a Conservatorship?

What is the Process of Filing a Conservatorship?

Today, we are breaking down the process of filing a conservatorship. A conservatorship is a legal procedure used to obtain authority to make decisions for someone else who is unable to make or carry out decisions for themselves.

Step One: Hire an Attorney

First, you will want to meet with and hire an attorney. Your attorney will collect lots of information about you and the person you are seeking a conservatorship for, such as addresses, family members, financial situations, etc.

Step Two: Prepare Evidence

Second, your attorney will help you prepare evidence for the eventual hearing. The most important piece of evidence in most conservatorship hearings is the Report of Physician. This is a notarized document signed by the person’s doctor that they are unable to make or carry out decisions on their own and a general overview of their medical condition. While you can file for conservatorship without the Report of Physician, it is not ideal.

Step Three: File a Petition

Third, your attorney will prepare a petition and have you sign it in front of a notary. They will then file it with the Court Clerk and the Report of Physician if you have completed one.

Step Four: Set a Hearing Date

Finally, once all your paperwork has been filed with the Clerk, your attorney will work with the Court to set a hearing date. You should be prepared to work with the Judge’s schedule in order to attend. Your attorney will let you know details about what you can expect at your hearing. We’ve also written an article about what to expect at the petition hearing.

If you believe a loved one is in need of a conservatorship, please reach out to our office at (615) 846-6201 or you can schedule a free 15-minute initial call with us here!