Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
Please provide copies of all of the enteries from January 21, from *** J *** of your Journal Entries
I would also like you to promise to never make or advise somebody to forge a check. I could have paid you in cash or wrote you a check on my own account. Because of this act that I committed under pressure of you and the Trustee, I called Legal Aid to confirm what I did was legal, and to my surprise it was not legal. So please don't ever advise or suggest this to anyone again.
Regards,
*** ***
Customer’s Statement of the Problem:The Living Trust and Will of [redacted] J. [redacted]...
has all of the signature and notary stamps on a separate page not tied to the actual document. I requested a WET copy of the Trust and it took three weeks to get a photo copy and it does not coincide with the actual video of my late husbands last wishes.
ISSUE #1.....SIGNATURE AND NOTARY STAMPS ALL A PART OF A WHOLE AND MULTI-PAGED DOCUMENT....
I disagree with being advised to sign and date blank documents as this company had advised my late husband. SIGNING AND DATING BLANK DOCUMENTS IS NOT WHAT WE ADVISE.
this company also advised me to forge my husbands signature, "People do it every day" it has to be done this way." WE HAVE NO IDEA WHAT SHE IS REFERRING TO
I was told by this company that only this company could execute my husband's trust. WE HAVE NEVER MADE SUCH A STATEMENT
This company is not a law firm nor an attorney. WE MADE CLEAR ON CLIENT'S RECEIPT WE ARE NOT A LAW FIRM...THAT WE ONLY HAVE USED "FILL IN THE BLANK SOFTWARE TO ASSIST THE "DIY" COMMUNITY WITH STANDARD POA AND TRUST FORMS WHICH PUBLIC USES TO AVOID ATTORNEY FEES AND TRAVEL INCONVENIENCE.
Complaint Background:Product/Service: Video Deposoiton Affidavit ofPurchase Date: 1/21/2010Problem Occurred: 10/17/2013Model: Account Number: Revocable Living Trust AgreementOrder Number: [redacted] J. [redacted]Talked to Company: 11/7/2013Talked to Company (2nd): 2/10/2014Name of Salesperson:[redacted] Purchase Price: $750.00Disputed Amount: $750.00 Desired Settlement: I want the original version of my late husbands living trust with the wet signatures that we paid 750.00 for. THE CLIENT, MR. [redacted], NAMED HIS SISTER, [redacted], AND NOT HIS FIANCE-AT-THE-TIME, [redacted], TO BE HIS SUCCESSOR TRUSTEE. THE TRUSTEE HAS THE ORIGINAL AND HAS COMPLIED WITH COPY OF IT [redacted]. I also want a statement from the owner that they will promise to not misguide clients and to not give false information. for example" Two witness signatures do not equal a Notary Public Stamp." RE. THE 2 WITNESSES v. NOTARY.. PLEASE NOTE THIS FROM NOLO PRESS, ABOUT WHICH I MADE THE AFOREMENTIONED STATEMENT....
2. Arrange for Witnesses
Every will-signing ceremony needs two witnesses, who will watch you sign your will and then sign it themselves. If you’re signing the will at an attorney’s office, the attorney will probably bring in witnesses—employees of the law firm or someone who works next door, for example. That’s usually fine.
If you’re recruiting your own witnesses, be aware that not just anyone will do. For starters, witnesses must be adults, at least 18 years old. It’s also best to pick witnesses who:
Don’t inherit anything under the will. This is a requirement in some states, but have disinterested witnesses is always a good idea, so that they don’t have any incentive to say that you were of sound mind if you weren’t.
Know you. Part of a witness’s job is to state, in writing, that the will-maker appeared to have “testamentary capacity”—that is, was able to make rational decisions about leaving his or her property. Someone who knows you is in a better position to evaluate that, especially if someone might raise questions about your mental state.
Will be available to testify if necessary. When your will is eventually submitted to the probate court, witnesses may need to give a written statement, or testify in person, that they saw you sign and that you appeared competent.
3. Arrange for a Notary Public
A will doesn’t have to be notarized to be valid. But in most states, you’ll want to make what’s called a “self-proving affidavit” part of your will—and the affidavit must be notarized, which means that you’ll need a notary public at your will-signing ceremony.
If you sign your will in a lawyer’s office, the lawyer will provide a notary public. If you’re arranging this party on your own, you can probably find a notary public at a bank, real estate office, or package-mailing service.
It’s worth it to go to the extra trouble of getting a notarized self-proving affidavit, because it will simplify the process of getting your will admitted to probate after your death. When your witnesses sign the affidavit, they swear that they watched you sign the will and that you appeared to have the mental capacity necessary to make a valid will. After your death, the witnesses won’t have to submit further statements or come to court to testify; the affidavit will do the job...I also advise that in future to be more consistant in the legal binding document that they create, so it does not create doubt and confusion when a loved one passes away.
I wish I was not writing this but I feel compelled to warn others of this. In July my aunt flew down from Northern California. My mom was unhappy with the person she appointed as her POA and it is her wish to have her sister be the power of attorney.
I called Chris who sets James's appointments only to be treated rudely. I do not like interacting with these people either but I set my own feelings aside to try to help my mom. This is taken directly from the email I sent.
"I want to let you know that I do not like having to interact with either of you but my mom has asked me to take care of some things for her so I get past my own feelings and do so on her behalf. I had you on speaker phone today Chris and mom could clearly hear the distain in your voice and answers. I think it would mean a lot to her if you were able to get past your feelings and treat me reasonably and with respect. Mom is taking away XYZ's power of attorney because she refused to do simple things mom asked of her. I realize you are probably upset about the yelp posting but I am entitled to say my opinion and my experience with you. I paid $250.00 of your fee for mom's trust. Start acting professionally is my suggestion to both of you."
Chris stated to my mom and I on speaker phone that mom just had to write up a document stating her desires and feeling. Chris said to have mom sign it and then email it in. So I did this and heard nothing. I emailed again heard nothing back. Then I began calling every time my call would go to voice mail. Then I told Mom I will block my caller ID and I bet he answers. BINGO, he did answer and I asked if they had received the document. He stated yes and said that's all I needed to do. This was August 15, 2016
My aunt called me yesterday (September 10, 2016) and told me James stated nothing had been done. So WTF, I guess if you like people to lie to you about something that is so time sensitive then go to this guy. To me he is a liar and a crook.
Revdex.com:
I have reviewed the response made by the business in reference to complaint ID ***, and have determined that this proposed action would not resolve my complaint. For your reference, details of the offer I reviewed appear below
Please provide copies of all of the enteries from January 21, from *** J *** of your Journal Entries
I would also like you to promise to never make or advise somebody to forge a check. I could have paid you in cash or wrote you a check on my own account. Because of this act that I committed under pressure of you and the Trustee, I called Legal Aid to confirm what I did was legal, and to my surprise it was not legal. So please don't ever advise or suggest this to anyone again.
Regards,
*** ***
Customer’s Statement of the Problem:The Living Trust and Will of [redacted] J. [redacted]...
has all of the signature and notary stamps on a separate page not tied to the actual document. I requested a WET copy of the Trust and it took three weeks to get a photo copy and it does not coincide with the actual video of my late husbands last wishes.
ISSUE #1.....SIGNATURE AND NOTARY STAMPS ALL A PART OF A WHOLE AND MULTI-PAGED DOCUMENT....
I disagree with being advised to sign and date blank documents as this company had advised my late husband. SIGNING AND DATING BLANK DOCUMENTS IS NOT WHAT WE ADVISE.
this company also advised me to forge my husbands signature, "People do it every day" it has to be done this way." WE HAVE NO IDEA WHAT SHE IS REFERRING TO
I was told by this company that only this company could execute my husband's trust. WE HAVE NEVER MADE SUCH A STATEMENT
This company is not a law firm nor an attorney. WE MADE CLEAR ON CLIENT'S RECEIPT WE ARE NOT A LAW FIRM...THAT WE ONLY HAVE USED "FILL IN THE BLANK SOFTWARE TO ASSIST THE "DIY" COMMUNITY WITH STANDARD POA AND TRUST FORMS WHICH PUBLIC USES TO AVOID ATTORNEY FEES AND TRAVEL INCONVENIENCE.
Complaint Background:Product/Service: Video Deposoiton Affidavit ofPurchase Date: 1/21/2010Problem Occurred: 10/17/2013Model: Account Number: Revocable Living Trust AgreementOrder Number: [redacted] J. [redacted]Talked to Company: 11/7/2013Talked to Company (2nd): 2/10/2014Name of Salesperson:[redacted] Purchase Price: $750.00Disputed Amount: $750.00 Desired Settlement: I want the original version of my late husbands living trust with the wet signatures that we paid 750.00 for. THE CLIENT, MR. [redacted], NAMED HIS SISTER, [redacted], AND NOT HIS FIANCE-AT-THE-TIME, [redacted], TO BE HIS SUCCESSOR TRUSTEE. THE TRUSTEE HAS THE ORIGINAL AND HAS COMPLIED WITH COPY OF IT [redacted]. I also want a statement from the owner that they will promise to not misguide clients and to not give false information. for example" Two witness signatures do not equal a Notary Public Stamp." RE. THE 2 WITNESSES v. NOTARY.. PLEASE NOTE THIS FROM NOLO PRESS, ABOUT WHICH I MADE THE AFOREMENTIONED STATEMENT....
2. Arrange for Witnesses
Every will-signing ceremony needs two witnesses, who will watch you sign your will and then sign it themselves. If you’re signing the will at an attorney’s office, the attorney will probably bring in witnesses—employees of the law firm or someone who works next door, for example. That’s usually fine.
If you’re recruiting your own witnesses, be aware that not just anyone will do. For starters, witnesses must be adults, at least 18 years old. It’s also best to pick witnesses who:
Don’t inherit anything under the will. This is a requirement in some states, but have disinterested witnesses is always a good idea, so that they don’t have any incentive to say that you were of sound mind if you weren’t.
Know you. Part of a witness’s job is to state, in writing, that the will-maker appeared to have “testamentary capacity”—that is, was able to make rational decisions about leaving his or her property. Someone who knows you is in a better position to evaluate that, especially if someone might raise questions about your mental state.
Will be available to testify if necessary. When your will is eventually submitted to the probate court, witnesses may need to give a written statement, or testify in person, that they saw you sign and that you appeared competent.
3. Arrange for a Notary Public
A will doesn’t have to be notarized to be valid. But in most states, you’ll want to make what’s called a “self-proving affidavit” part of your will—and the affidavit must be notarized, which means that you’ll need a notary public at your will-signing ceremony.
If you sign your will in a lawyer’s office, the lawyer will provide a notary public. If you’re arranging this party on your own, you can probably find a notary public at a bank, real estate office, or package-mailing service.
It’s worth it to go to the extra trouble of getting a notarized self-proving affidavit, because it will simplify the process of getting your will admitted to probate after your death. When your witnesses sign the affidavit, they swear that they watched you sign the will and that you appeared to have the mental capacity necessary to make a valid will. After your death, the witnesses won’t have to submit further statements or come to court to testify; the affidavit will do the job...I also advise that in future to be more consistant in the legal binding document that they create, so it does not create doubt and confusion when a loved one passes away.
I wish I was not writing this but I feel compelled to warn others of this. In July my aunt flew down from Northern California. My mom was unhappy with the person she appointed as her POA and it is her wish to have her sister be the power of attorney.
I called Chris who sets James's appointments only to be treated rudely. I do not like interacting with these people either but I set my own feelings aside to try to help my mom. This is taken directly from the email I sent.
"I want to let you know that I do not like having to interact with either of you but my mom has asked me to take care of some things for her so I get past my own feelings and do so on her behalf. I had you on speaker phone today Chris and mom could clearly hear the distain in your voice and answers. I think it would mean a lot to her if you were able to get past your feelings and treat me reasonably and with respect. Mom is taking away XYZ's power of attorney because she refused to do simple things mom asked of her. I realize you are probably upset about the yelp posting but I am entitled to say my opinion and my experience with you. I paid $250.00 of your fee for mom's trust. Start acting professionally is my suggestion to both of you."
Chris stated to my mom and I on speaker phone that mom just had to write up a document stating her desires and feeling. Chris said to have mom sign it and then email it in. So I did this and heard nothing. I emailed again heard nothing back. Then I began calling every time my call would go to voice mail. Then I told Mom I will block my caller ID and I bet he answers. BINGO, he did answer and I asked if they had received the document. He stated yes and said that's all I needed to do. This was August 15, 2016
My aunt called me yesterday (September 10, 2016) and told me James stated nothing had been done. So WTF, I guess if you like people to lie to you about something that is so time sensitive then go to this guy. To me he is a liar and a crook.