Posted by *** Amada Preciado*** on 8/6/05 9:38am
Msg #57333

Newbie POA question

I am doing my first POA this morning I could use some guidance. I am a little nervous.

I have the forms, and I am going to let them chose and fill it out. I am noting this in my journal. Their attorney told them that I would have them. I advised them that I am not allowed by law to give legal advice ect. They understand.

Fees: I am in california, and as I understand it I can charge 10.00 for cert, POA, and 10.00 a signature, plus travel fee and cost of the form (POA) Any advice?

Reply by TinaG_CA on 8/6/05 9:49am
Msg #57336

Yes, you can charge $10.00 per signature. I'm not understanding the $10.00 cert charge. You need to let them know there will be a travel fee and a charge to provide the necessary form. You must also let them choose either an acknowledgement or a jurat. Not for you to decide.

Reply by *** Amada Preciado*** on 8/6/05 9:51am
Msg #57337

Thanks!

Reply by TinaG_CA on 8/6/05 9:52am
Msg #57338

You're Welcome! N/M

Reply by *** Amada Preciado*** on 8/6/05 9:55am
Msg #57341

In my book, it says I can charge 10.00 for POA, and it also lists 10.00 for a signature. The way it is written it appears that I can charge because it is a POA and for their signature.

Reply by TinaG_CA on 8/6/05 9:56am
Msg #57342

What book is it in?

Reply by *** Amada Preciado*** on 8/6/05 10:05am
Msg #57344

My Ca State Notary Public Study guide. But, as I re read it, it appears that the extra 10.00 POA fee is for a Cert copy. And this is the original that I am notarizing. So the fee is 10.00
Tina where in Ca are you? Southern, North, central?

Reply by *** Amada Preciado*** on 8/6/05 10:05am
Msg #57345

My Ca State Notary Public Study guide. But, as I re read it, it appears that the extra 10.00 POA fee is for a Cert copy. And this is the original that I am notarizing. So the fee is 10.00
Tina where in Ca are you? Southern, North, central?

Reply by TinaG_CA on 8/6/05 10:07am
Msg #57346

I'm just outside of Sacramento. How about you?

Reply by *** Amada Preciado*** on 8/6/05 10:09am
Msg #57347

Orange County Area

Reply by TinaG_CA on 8/6/05 10:10am
Msg #57349

Home to Mickey & Minnie!!! Me, I've got the Terminator!!!!

Reply by *** Amada Preciado*** on 8/6/05 4:14pm
Msg #57400

I went to my POA appointment and he was not there, returned in hour and still not there. She scheduled with me again for 3 hours later, but this time I called nfirst. He was still not there. So this has been a learning experience. I will try again on Monday at his play of work, again calling first. I will be charging 15.00 for the travel plus the forms, and the basic notary fees.This has been a learning experience!

Yes, near Camp Snoopy too!

Reply by Bobbi in CT on 8/7/05 8:26am
Msg #57449

Choosing PoA forms ...

Be VERY careful and keep good notes in your records.

The mere fact that YOU made the decision WHICH Power of Attorney forms the signer could choose from could put YOU in an attorney's eyes as crossing the UPL line. Even though you gave the signer a choice, it was a limited choice based on Your Opinion that you found all the available forms. If you are a CA Independent Document Preparer, then you know the issues. Would only become an issue if the Power of Attorney doesn't do the job it was intended to do.

A grey area. The ATTORNEY should have provided and completed the Power of Attorney form that was necessary for what his/her client wants to do. For example, in CT the "standard" statutory PoA form purchased at any stationary store needs to be modified to in order to be used for a CT real property transaction. If it isn't modified, it's no good for signing real estate deeds, mortgages, and related documents.

CA Independent Document Preparers chime in here. You know much better than I how to handle this and where the UPL line is.

Reply by *** Amada Preciado*** on 8/7/05 10:30am
Msg #57463

Re: Choosing PoA forms ...

Thanks for the feedback!