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Betsy Vazquez

Member-in-Training: Life & Legacy Planning Program
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Betsy Vazquez last won the day on September 13

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About Betsy Vazquez

  • Birthday November 13

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  1. 1.) How much is the investment for the Client Attraction and Client Engagement System only? 2.) And, how much is all fo the systems? That wasn't discussed. 3) What is your website was built NOT by NLBM, then what happens for compatibility of the systems?
  2. Florida is NOT on board with RON for remote notarization and/or witness at this time for estate planning pursuant a Florida Supreme Court Order.
  3. Hi A.J.,

     

    I have a question. I just read that the Florida Supreme Court Order as to RON does not apply to estate planning. That we still require the traditional way of executing documents with live witnesses and notary public. How are you addressing this in the midst of COVID-19 in Florida?

     

    Thanks.

     

    Betsy

    1. A.J. Yolofsky

      A.J. Yolofsky

      Betsy-

       

      The Florida RRPTL section put out guidance with respect to the FLSC's order. If you've not received it, you can find it here.

       

      Everything is upside down at the moment. I don't have any "rule" type answers because we're handling things day-to-day. If a client or colleague needed a document badly enough, I would probably take my chances with remote work so as to get the job done. If I have to sort it out in court later, so be it. 

       

      Sometimes, doing the right thing is more important than doing the regulatory thing. Use your own judgment.

       

      Sincerely,

      AJ

      200320 RPPTL Guidance on FLSC Remote Notary Order.pdf

    2. Betsy Vazquez

      Betsy Vazquez

      Thanks A.J. That is the same FLSC order I got too.

       

      Best,

      Betsy

  4. My only concern is what happens if that RON business goes out of business which they are the ones holding everything!
  5. Florida has Remote Online Notarization ("RON") and under Chapter 732, if an electronic record is to be signed such as a wii, a trust with testamentary aspects under chapter 736, a health care directive under chapter 732.701, or a power of attorney, the following applies: A. An approved RON service provider (required in Florida) requires the principal to answer the following: 1.) Are you under the influence or any drug or alcohol today that impairs your ability to make decisions? 2.) Do you have any physical or mental condition or long-term disability
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