Interview with Bill Soroka - A New Book and Great Insight

Nov 25, 2019

 *Partial Transcript Follows, see video for full information*

Welcome!

I am so excited today because I get to do something with you, I feel that I don't get to do very often, which is a one-on-one - just you and me to talk! I love that you're in the position of interviewing somebody - else so now you're in the hot seat and it's a chance for you to share with us some of your thoughts!

What I'd like to do first is introduce myself. My name is Laura and I'm the founder of www.CoachMeLaura.com and At Your Service Mobile Notary.

I've been in this business a long time I have seen quite a few books that have come along to help notaries in one way or another. Many of those authors are notaries themselves but I found when I read yours that it was a little bit different than the others! it wasn't just a technical manual. It really didn't stop at giving some practical ideas or information. It also is only part of what you do - so there's a lot more to you that I'd like to find out about...

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Can I notarize a Last Will and Testament?

Nov 18, 2019

Good evening! My name is Laura Biewer and I am the founder of www.CoachMeLaura.com and owner of At Your Service Mobile Notary.

I want to talk to you tonight about last Wills and Testaments, but before I do, I just need to give you the legal disclosure that I'm not an attorney and I cannot give you legal advice.

What I do want to share is based on my experience with customers approaching me about getting their will notarized. What you need to know is that two witnesses are the requirement for wills in almost every single state. Now one state does require three, and there may be a couple of States that require notarization on top of the witnesses, but for the most part, the two witnesses and the will maker's signatures are all that's required.

You can notarize a will under different conditions. One would be that there's an attestation clause. An attestation clause is simply going to state that the will maker and witness one and witness two were all in each other's presence at the...

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Notary Goes to Jail and Gets a Surprise

Nov 11, 2019

 

Hi this is Laura with CoachMeLaura.com and owner of At Your Service Mobile Notary.

Today, I want to talk to you about being a notary.

As the notary, I serve the public. But what makes me a little more special than other notaries, is that I serve my clients whenever and wherever they need me!

As a traditional notary, you usually go to a bank or to a shipping center (during business hours), to take care of their document. With me, I'll go to my clients after hours, on Sunday, I'll meet them wherever it's convenient for them. Now, that could be the mall, their home, their office, it might be a hospital, or it might even mean that I go to jail!

Yeah, I do go to jail, usually a couple times a week. It's a good thing they let me out!

Being mobile gives me some extra ability to serve the public.

You might ask, "what is it that they would need notarized in jail? Well, they might need documents notarized - like a quit claim deed or it might be a permission to for their children to...

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Hospital Notarization - Smooth As Butter

Nov 04, 2019

Hi notary friends!

This is Laura, with www.CoachMeLaura.com and owner of At Your Service Mobile Notary.

I thought I'd share with you after I completed my sixth hospital assignment just this week.

It went 'smooth as buttah', but it wasn't always that way for me. 

I developed a four-step plan that helps me move through that appointment efficiently without issue. I thought I'd share that with you today.

First of all, I qualify the patient. I want to make sure that they're alert and aware. I also need to make sure they have valid photo ID, and that they can sign unassisted.

Also, the document. The document is a problem.

A lot of times they think I, the notary, will bring them the document. And of course, that's the unauthorized practice of law for me, so I'm going to make recommendations about that, such as go to Legal Zoom or Rocket Lawyer. 

If it's a Power of Attorney for healthcare, check the department of social services, they usually have them there.

The other thing is I...

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In a World of No – Be the Yes!

Jul 03, 2019

As we get requests from prospective clients, the best way to provide great customer service is to be a “yes” notary.

“Can you come now?”
“Can you come Saturday?”
“Can you come after 8pm?”

When you are communicating with a potential client, be the service that says yes!

Surely now you’re thinking: What if you can’t accommodate the request? Then be the notary who can connect them with someone who can say yes. Referral work is an effective way to increase both your support system and business as other notaries face the same issues. I am part of an informal network of notaries in Central and Northern California and I have been given many opportunities to share the work. Sometimes the favor is returned with an assignment. Sometimes with a coaching client, or a connection that can help me in another area of business. Sometimes the return is even vendors for big services I need. How awesome is that?

Building...

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Determining Awareness When Notarizing at a Medical Facility

May 15, 2019

As a notary, you may travel to many different locations, each with their own unique circumstances and challenges. For example, one common location for notarizations is a medical facility. If you are performing a notarization in a medical facility such as a hospital, long term care facility or hospice care, your signer is much more likely to be in a state that impedes your ability to be certain if they are alert and aware enough to be signing documents. So, how can you be confident that signing the documents is what the signer truly wants, and they are fully aware of what they are signing?

Start with the assumption they are alert and aware. Then look for behavior of the signer that is contrary to that. Do they seem confused or out of sorts? Look for signs that the signer is unable to communicate clearly. Can the signer speak directly to you, or does a family member seem to be doing all the talking? Make sure you have a direct, clear line of communication with your signer without the...

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How will you observe National Notary Day 2017?

Oct 10, 2017

Every November we observe National Notary Day to pay tribute to those of us behind the scenes, notarizing important documents for businesses and the public.  Last year I co-organized a 1-day event in Modesto to bring together successful notaries to share their expertise with those who were starting or relatively new to the world of loan signing agents and mobile notary work.  We had almost 50 in attendance who told us how much they learned that day and how rare it is to find a local event organized by notaries for notaries. 

I was motivated to bring it back again this year at the same location with space to accommodate up to 100 notaries who want to step up their game.  I have some new speakers, new topics, and a networking luncheon as a new element to practice making our competition into our colleagues.  I am part of a network of about 25 notaries who share the work when they are unable to take the assignment, and I push work towards them when I am unable...

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Las Vegas, a letter of observation and hope

Oct 09, 2017

We all need coaches who can give us direction and inspiration beyond our business.  I follow Brandon Burchard as one of my many coaches. In this case he give me encouragement when it is difficult to fathom a person can destroy life as the gunman did in Las Vegas.  He was in Las Vegas working on his new book and here are his observations and hope:

I just left Las Vegas.

I wanted to share what I saw and felt and believe.

I was in town for interviews and meetings for my new book.

Here is what I witnessed:

Good people. Scared people. Happy people. Angry people.

All struggling to cope, to understand.

I saw tears. I asked questions. I heard conspiracy theories. I felt the anger and sadness.

I have family and friends and students there. They are okay. But the world is troubled.

I am writing to share something important in these chaotic times, where negativity and violence seem to be the only headlines.

It is a message of hope.

It is a call to positivity and appreciation.

Some...

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Did you know?

Sep 27, 2017

When handling general mobile notary work, I receive calls for documents I many times do not recognize. Recently, I received a call to notarize an FS-240 form. I wasn't familiar with this form so I looked it up and saw it is a vital record, just like birth records here in the US. It is for US citizens who have children born outside of the US. However, to get a copy of it, a notarized statement with specific information is required and then mailed to the Dept. of State, Passport Division.

Just like a US birth certificate, only the agency where it is issued can certify the copy. And just like a birth certificate request, we need to discern what the client really needs or we may refuse a legal request. The document to obtain the record is notarized and any notary can handle that request. What we cannot do is certify a copy of one or have them write a statement about it and attach a certificate.

Here is my tip. Whenever I am asked about documents I have never handled, the first thing I...

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