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Re: Delicate line of UPL
Posted by LisaKT/CA of CA on 7/11/19 9:48pm Msg #608341
It’s not UPL to provide a list of places for callers to get forms: paralegal, attorney, download from web, Staples, Office Max, Legal Zoom. Never say you’re “only a notary public”....just tell callers that you don’t provide forms, then give them a list of places they can get them. CA notary law prohibits notaries from supplying forms - unless the notary happens to be an attorney. A paralegal in CA can draft forms, but cannot also notarize them. Only an attorney here can draft and notarize. If your state prohibits notaries from providing forms, you can tell callers that. Otherwise, it’s simply, “I do not provide forms, here’s a list of places to get them.” It’s now on the caller to choose the place to get the forms.
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Messages in this Thread
 Delicate line of UPL - ChattNotary on 7/11/19 10:36am
 Re: Delicate line of UPL -  VT_Syrup on 7/11/19 10:52am
 Question along same lines--do you comment that - Lee/AR on 7/11/19 12:29pm
 I do the same thing you mentioned. Most people I've -  MW/VA on 7/11/19 1:07pm
 Re: Limited, General, Medical POAs - Carolyn Bodley on 7/11/19 2:23pm
 Bumping Into Walls - People are missing the point. -  Scriba/NM on 7/11/19 5:40pm
 excellent Scriba n/m - sigtogo/OR on 7/11/19 10:42pm
 Agree. Great advice from Scriba/NM! n/m -  JanetK_CA on 7/12/19 12:42pm
 Re: Delicate line of UPL - LisaKT/CA on 7/11/19 9:48pm
 caveat: POA's are often specific to receiving organization - sigtogo/OR on 7/11/19 10:47pm
 Re: caveat: POA - LisaKT/CA on 7/12/19 2:01am
 LawHelp.org (TexasLawHelp.org specifically) - Moneyman/TX on 7/12/19 6:26am
 Sorry, comptuter operator error full reply next one n/m - Moneyman/TX on 7/12/19 6:33am
 Re: LawHelp.org (TexasLawHelp.org specifically) -  KimmyMD on 7/16/19 6:46am
 LawHelp.org (TexasLawHelp.org specifically) - Moneyman/TX on 7/12/19 6:32am



 
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