From IPE: Estate or Trust Administration: What Process Makes More Sense for My Estate?

Estate or Trust Administration: What Process Makes More Sense for My Estate? guest author: Heather Niehoff There are a variety of reasons why an individual would center their estate planning documents to result in either probate or trust administration. What follows are a few of the more common reasons: View Full Article… [cQuickTipsJanuary2016.htm]

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From IPE: The Steps Involved From Meeting with the Client to Researching the Issues

The Steps Involved From Meeting with the Client to Researching the Issues guest author: Joe Custer, JD, MBA, MLS Step 1: Find the Facts Step 2: Spot the Issues Step 3: Choose a Starting Point Step 4: Think First Step 5: Create Effective Search Terms Step 6: Identify Appropriate Legal Sources Step 7: Use Helpful Finding Tools Step 8: Use […]

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Fast Tip from the Litigation Support Guru – Use Quick View Plus to View Outlook PST

Litigation Support Guru Amy Bowser-Rollins has a fantastic website that you should check out, one of the many amazing resources she provides is “Fast Tip Friday” where she shares really awesome quickie tips on things you didn’t even know you wanted and needed to know how to do!  You can subscribe to her newsletter here: subscribe. Now, even if you are not […]

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Fast Tip from the Litigation Support Guru – Convert Word Form to PDF Form

Litigation Support Guru Amy Bowser-Rollins has a fantastic website that you should check out, one of the many amazing resources she provides is “Fast Tip Friday” where she shares really awesome quickie tips on things you didn’t even know you wanted and needed to know how to do!  You can subscribe to her newsletter here: subscribe. Now, even if you are not […]

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From NNA: When To Say ‘No’ … And When Refusing A Notarization Is Not Allowed

Most notarization requests are straight forward and within the law. But every so often you may be asked to do something that does not seem quite right. There might be an issue with the signer or the document. While you should comply with any lawful notarization request, knowing when you can — and cannot — say no can be tricky. […]

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From NNA: The Three Ways Notaries Can Properly Identify Signers

Properly verifying the identity of signers is one of a Notary’s core responsibilities and is instrumental in protecting the public against forgery. There are three major methods of identifying signers, each with its own set of guidelines, procedures and challenges. Method One: Identification Cards Method Two: Personal Knowledge Method Three: Credible Identifying Witnesses Click HERE to read the article and […]

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Fast Tip from the Litigation Support Guru – Cool Visuals in Excel

Litigation Support Guru Amy Bowser-Rollins has a fantastic website that you should check out, one of the many amazing resources she provides is “Fast Tip Friday” where she shares really awesome quickie tips on things you didn’t even know you wanted and needed to know how to do!  You can subscribe to her newsletter here: subscribe. Now, even if you are not […]

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Fast Tip from the Litigation Support Guru – The Art of Rubber Banding

Litigation Support Guru Amy Bowser-Rollins has a fantastic website that you should check out, one of the many amazing resources she provides is “Fast Tip Friday” where she shares really awesome quickie tips on things you didn’t even know you wanted and needed to know how to do!  You can subscribe to her newsletter here: subscribe. Now, even if you are not […]

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Limited Time Certification Reclamation Program for Lapsed RPs

Have you let your RP® credential lapse? Would you like to be able to use your RP® credential again? For a limited time between now and March 31, 2016, NFPA is offering Lapsed RPs® the opportunity to participate in this one-time program. Click here to learn more about the program. Members should sign into the NFPA website to access the […]

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Fast Tip from the Litigation Support Guru – Insert Sample Text into Word Doc

Litigation Support Guru Amy Bowser-Rollins has a fantastic website that you should check out, one of the many amazing resources she provides is “Fast Tip Friday” where she shares really awesome quickie tips on things you didn’t even know you wanted and needed to know how to do!  You can subscribe to her newsletter here: subscribe. Now, even if you are not […]

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