Walking the Walk: Notaries, Time to Get Your Affairs in Order Artwork

Sign & Thrive

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Walking the Walk: Notaries, Time to Get Your Affairs in Order

August 29, 2022 • Bill Soroka • Episode 22

For more details on this podcast visit: https://www.notarycoach.com/blog/PodcastEpisode22

Episode 22: Stephanie Maloney walks us through her life as a notary for estate planning.

Stephanie Maloney is the Director of Client Services at Premier Estate Planning, based in Arizona but assisting clients in all fifty states with their Estate Planning needs.

Book a free consultation with Stephanie HERE.

Episode Description:
Have you been "shoulding" all over yourself about getting your Medical Directives, Last Will & Testament, or even a Living Trust in place? Me too! Even as an advocate of the importance of these documents, I've found myself dragging my feet, procrastinating, and avoiding the process altogether...until now. My guest, Stephanie Maloney, is in charge of Client Services at Premiere Estate planning, and on this episode she shares her passion and her lessons about a necessary subject that many of us avoid. Part of the joy of being the Notary at an Estate Planning Appointment is the peace of mind it brings to the signers. Now it's your turn to enjoy that peace too! And, frankly, there's no better way to understand the process AND the documents, then to go through it yourself.

Episode Highlights:
2:13 Estate Planning: It's about putting our permission slips in place before a problem happens in our lives. Most people think estate planning is for wealthy, older people. But actually, it's about being in control of our decisions, under all circumstances, for both our medical care and our financial lives.

17:48 Who needs a trust? Anyone who has minor children needs a trust.

36:25 Do it. Don't wait another month or another year. At least take your consultation now.

Full transcription of this podcast: https://www.notarycoach.com/blog/PodcastEpisode22

This episode was produced and marketed by the Get Known Podcast Service: www.getknownstrategy.com/podcast-service