Banks, credit unions, and Financial Advisors. What do they need to know about Carter Notary?
Carter Notary is one of the professional team members they can utilize. We do Powers of Attorney, Wills, and Health Representation Agreements.
As part of a whole finance plan, Financial Advisors often recommend their clients get their ducks in a row. What that really means is making sure you have an up-to-date Will, as well as an up-to-date Power of Attorney, and a Health Representation Agreement in place. All of those are key elements in the whole financial package. It’s not a question of if you need these things, it’s a question of when.
Being prepared is the best policy. Ideally, everything collects dust, but when you need it, you are prepared.
Contact Carter Notary today to find out how we can help you with your Real Estate, Notarization, and Estate Planning needs.