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Re: How would you handle this.....
Posted by  JanetK_CA of CA on 2/28/15 12:15am Msg #525560
More questions than answers at this point... Did you get this info from them directly? Who's the client? Who made the decision to send the documents directly to them? That appears to be the sticky point.

If there's another notary involved to handle the signing with couple B, I think it would make lots more sense to have the documents sent to the other notary instead of to couple B. The notary can then present only the documents that pertain to couple B (assuming they find someone who knows what they're doing). I would think that couple A has every right to keep their personal financial details secure from the in-laws, whether or not there's any feud going on. It's simply none of their business.

I think I'd reach out to the title co, if possible, make sure they know all the circumstances, and see if you can head off the problem before it becomes an issue. Seems like whoever organized this either didn't think it through or didn't have all the facts - or both. Hopefully it's not too late...

If it is too late, one other thing you might consider is to separate the documents like the 1003 that aren't for their eyes and seal them in a separate envelope marked "To be opened only by closing agent", or something like that. Who knows if they'd follow instructions, but it might be worth a try.
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Messages in this Thread
 How would you handle this..... - WindyCity/IL on 2/27/15 11:37pm
 reach out to the hiring authority for direction..... - notarydi/CA on 2/28/15 12:02am
 Re: reach out to the hiring authority for direction..... - WindyCity/IL on 2/28/15 12:15am
 Re: How would you handle this..... -  JanetK_CA on 2/28/15 12:15am
 Re: How would you handle this..... - WindyCity/IL on 2/28/15 12:23am
 Sounds like you already have a good plan in place! :>) n/m -  JanetK_CA on 2/28/15 12:29am
 Re: Sounds like you already have a good plan in place! :>) - WindyCity/IL on 2/28/15 2:49pm
 Good job!!! Thumbs up. :) n/m -  Linda_H/FL on 2/28/15 3:05pm
 Very good-Couple A should be relieved you are on their team! n/m - jba/fl on 2/28/15 3:13pm
 Re: How would you handle this..... -  C. Rivera Chicago Notary Services on 2/28/15 5:08am
 Re: How would you handle this..... - WindyCity/IL on 2/28/15 8:28am
 Please don't anybody follow C. Rivera approach... - Darlin_AL on 2/28/15 8:36am
 I agree with Darlin' - once we have that information -  Linda_H/FL on 2/28/15 9:26am
 I agree ....but my post was misconstrued... n/m -  C. Rivera Chicago Notary Services on 2/28/15 9:46am
 Oh Darlin..what is your problem? Did you read my post? -  C. Rivera Chicago Notary Services on 2/28/15 9:42am
 Re: Oh Darlin..what is your problem? Did you read my post? -  Linda_H/FL on 2/28/15 9:57am
 BTW - meant to add -  Linda_H/FL on 2/28/15 10:00am
 once again Linda, I agree. n/m -  C. Rivera Chicago Notary Services on 2/28/15 10:16am
 Yes I read it and my point was to do their job... -  C. Rivera Chicago Notary Services on 2/28/15 10:14am
 Re: Oh.... I did - Darlin_AL on 2/28/15 10:02am
 Is it not true? About then E&O insurance? n/m -  C. Rivera Chicago Notary Services on 2/28/15 10:15am
 interesting you consider a hiring party, "your employer"? -  C. Rivera Chicago Notary Services on 2/28/15 10:19am
 No C. I was employed at TC, before retiring-semi - Darlin_AL on 2/28/15 10:59am
 Re: Best practices - WindyCity/IL on 2/28/15 3:00pm
 Re: Best practices -  JanetK_CA on 2/28/15 10:00pm
 Re: How would you handle this..... - Luckydog on 3/1/15 4:17pm
 Re: How would you handle this..... - WindyCity/IL on 3/1/15 7:24pm
 Re: How would you handle this..... -  JanetK_CA on 3/1/15 10:15pm
 Re: How would you handle this..... - WindyCity/IL on 3/1/15 11:22pm



 
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