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Many people believe that they can
write (or type) their final wishes on any sheet of paper
and then have that paper notarized to ensure that they
have a legally valid will. This belief is simply
incorrect. Notarization does not affect the validity of
any will and does not provide any assurance of
legality. In fact, notarization does not offer any
additional assurance of legality to a will that has been
properly drafted by an attorney.
Notarization provides an official verification of the
authenticity of a signature applied to a document. A
notary public is neither required, nor permitted to
review the contents of a document and provide an opinion
of its legal validity.
The notary's duty is limited to verifying the signature
written on the document. In fulfillment of this duty,
the notary public either witnesses the actual act of
placing the signature on the document or accepts the
signer's statement that the signature already present on
a document is personal and authentic. If satisfied that
signer's identity is also the same as that of the person
known by the written name, the notary places his or her
official seal and personal signature to the document as
conclusive evidence of authenticity. (A notary may also
accept a third party's statement that the signature on a
document is authentic, but this is not used in practice
as frequently as the previously mentioned methods.)
While it is true that specific legal documents are not
effective without notarization, merely having a document
notarized does not provide any guarantee that the
document contains any legally valid instructions.
For instance, real estate deeds are the most commonly
recognized documents that must be notarized in order to
become legally effective. As deeds are so familiar,
they will be used to illustrate this difference.
However, the basic principles shown below are not
limited to deeds.
Example: Legally Ineffective Without
Notarization
Through their attorney, George and Louise make a deed
transferring their lot located at East Side Estates to
their son Lionel. The deed has been properly signed by
George and Louise, correctly describes their property,
and contains every other formality required by the state
where the property is located. Although this deed
satisfies all other requirements for legal validity,
without being properly notarized the deed cannot
transfer ownership. Even if Lionel has already paid for
the property, the deed cannot be recorded without
notarization and ownership will remain with George and
Louise.
Example: Legally Ineffective With Notarization
Herman and Lilly own lot 1313 of Mockingbird Lane
Estates and wish to transfer this property to their son
Edward. Through their attorney, they make a deed to
transfer this real estate. The deed has been properly
signed by both of them, contains all other formalities
required by the state where the property is located, and
is properly notarized. However, the legal description
of the property written in the deed incorrectly (and
unintentionally) identifies lot 1318.
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Despite the fact that Herman
and Lilly had this deed notarized it does not fulfill
their sole intent in creating the document, because it
does not transfer the intended property. Even though
the deed is legally ineffective as to the intended
purpose, the notarization is still accurate because it
serves the purpose of verifying the signatures.
In other words, any person can take
that deed and know for certain that the signatures of
Herman and Lilly were actually made by Herman and Lilly,
but no one can take that deed and use it to transfer
ownership of Lot 1313 to Edward. In fact, unless Herman
and Lilly also own Lot 1318 this deed is completely
ineffective for the current transfer of any property,
but has still been correctly notarized.
Hand-Written and Properly Notarized Wills
Consider a hand-written, personally made document that
reads something as simple as:
"I, Steven Douglas, give all of my property to my son
Robby and his present wife Katie. If they are not
living, I give all of my property to their children,
equally."
Just like any other document, nothing prevents this
sheet of paper from being notarized once it is signed.
However, just like any other document, its notarization
does not provide any assurance that it contains legally
valid instructions.
More importantly, even when a document like this does
contain legally valid instructions, notarization does
not provide any assurance that those instructions meet
the intended purpose.
For example, who receives Steven's property if Katie
isn't living at the time of Steven's death? Although
Steven may intend for his son Robby to take his property
if Katie is not living, this will literally instructs
that both of them must survive in order for either of
them to receive any property by giving everything to
their children if "they" are not living. Steven's will
may easily be interpreted to require all of his property
to be given to Robby and Katie's children if both of
them are not living.
Another potential problem with this seemingly simple
language can arise if Robby has children with anyone
other than Katie. Suppose that Robby remarries after
Steven makes this will. If Robby has children with his
new wife and, as is very common, Steven neglects to
update this document, Steven's property must be given to
"their" (Robby and Katie) children. Even though most
people prefer to have all of their grandchildren share
in the estate, Steven's document does not contemplate
any children whose parents are not Robby and Katie.
Additional problems are present with even this simple,
two sentence, hand-made will, such as whether Katie
receives any property if her and Robby are divorced.
Although many people may consider these risks minimal
enough to disregard, most people also recognize that the
potential for disagreement is greatly increased in every
situation where money is involved. Even close members
will argue over money (perhaps even more often than
strangers).
As shown, it is not recommended that any person rely
solely upon notarization as an assurance that they have
expressed their final wishes by a legal document or that
those wishes are properly expressed.
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