V-Learning
If you’ve ever attended one of our in-person sessions, you know how dynamic and engaging they are. We’ve captured that same level of in-depth information, practical hands-on experience, excitement, and valuable networking opportunities, and brought them into our virtual format, or “V-Training.” As you "Walk These Notary Streets with Us" with us, V-Training empowers you to select the paths that align with your goals, enhancing both your personal growth and business success. Training takes place via Zoom video conferencing. Electronic Notarization training takes place on various IL Approved electronic Notary platforms.
2024 Summer V-Learning Series
IL Remote Notarization
Notarizing for Estate Planning
Notarizing for Estate Planning
What you''ll learn:
- Overview of Remote Notarization Via Audio-video Communications
- Requirements and Regulations
- Essential Technology and Setup
- Required hardware: computer, webcams, microphones, printer/fax/scanner
- Zoom Platform: Free vs Paid
- Internet connectivity requirements
- Taking the call
- Establishing your fees
- When to invoice
- Screening the Signer's
- Screening the Witnesses
- Location Identification
- Document Type
- Instructing the Signer and Witnesses
- Performing the Oral Ceremony
- Capturing signatures
- Receiving the document
- Journal
- Signing and Sealing the documents
- Document return requirements
- Closing out the notarization
Notarizing for Estate Planning
Notarizing for Estate Planning
Notarizing for Estate Planning
This online training provides a structured approach to notarizing estate documents, covering legal requirements, practical considerations, ethical issues, and best practices.
- Introduction to Notarizing
Estate Documents
- Types of Estate Documents:
Wills, Trusts, Powers of
Attorney
- Role of a Notary Public in
Estate Transactions
- Types of Estate Documents
and Notarization Requirements
Wills and Witness
Requirements
- Codicils and Amendments
Trusts, Trust Certifications and
Affidavits
- Trustee Powers and
Authorities
- Successor Trustee
Designations
- Powers of Attorney: Agent
Designations and Authority,
Specific and General Powers,
Revocation and Amendment
Procedures
- Screening Signers and
Witnesses
- Common Issues and
Challenges in Estate Document
Notarization
- Dealing with Disputes or
Controversial Provisions
- Best Practices for Notarizing
Estate Documents
- Mock Estate Document
Notarization Exercise
- Wrap-up
IL Electronic Notarization
Notarizing for Estate Planning
IL Electronic Notarization
What you'll learn while on the platform:
- IL Requirements
- Advantages over Traditional
Notarization
- Overview of THE SPECIFIC
Electronic Notary
Platform
- Technical Requirements
and Security Measures
- Screening the Signer (NPI
Flawless Notarization
Step 3)
- Document Preparation and
Review
- Digital Signatures and Seals
- Mock Electronic
Notarization Session
- Journal the Session
- Analysis of Common
Scenarios and Challenges
- Q&A and Discussion
- Best Practices and Tips for
Electronic Notaries
- Wrap-Up