Wealth Planning Blog

On April 6, 2020, Missouri Governor Mike Parson issued Executive Order 20-08, which suspended the statutory requirement that a Notary Public must conduct notarization of official documents while the signor appears personally in front of said Notary Public. Instead, until May 15, 2020, Notary Publics can use audio-video technology to complete the personal appearance requirement. The purpose of this order is to protect the health and safety of Notaries Public across the State of Missouri in lieu of the global pandemic as a result of COVID-19.

When we meet with families, we not only try to recommend a customized estate plan that incorporates all of their desires, but we then proceed to hound them to get all of their “homework” done once their plan is in place. After all, signing the documents is only the first step. An “unfunded” estate plan is about as worthless as only having one sock. Although getting our clients to do their homework sometimes seems harder than teaching an old dog to do new tricks, we refuse to let our clients fail themselves. So, on the path of funding, we typically start with the house.