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 Delicate line of UPL
Posted by ChattNotary on 7/11/19 10:36am

I do a lot of hospital signings. Almost every initial phone call starts out asking me to "Draw up" a "Powerful" Attorney. Right there I know what I'm dealing with. I always tell the caller that I am only a notary public and that they need to seek the advice of an attorney. This usually turns in to the caller begging for help as these hospital issues are usually last minute right before a major surgery or mamma "headin' off to glory."

How do all of you deal with this? Is it too far over the gray line to tell the potential client something along the lines of "I am not giving you legal advice and I am not an attorney, but the majority of the POA forms I notarize are downloaded from the internet."

That is a statement of fact and isn't instructing them to do so, just simply stating that downloading the documents is something a lot of people do. It's a semantics game, I know.

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