Posted by Anonymous on 11/23/05 7:45pm
Msg #78475

Estates

For you notaries out there who happen to be attorneys, a good strategy can be to do signings and listen to the borrowers for needs they may have, such as children, a large taxable estate, or an irresponsible child and suggest they set up an estate planning appointment. It can turn a simple signing into a pretty lucrative practice. And you are fulfulling the needs of your clientel, anyone who has real estate or children really should have at least a will.

Reply by PAW_Fl on 11/23/05 9:48pm
Msg #78500

Unethical! (i.e. NOT a good strategy)

This type of business practice is highly unethical, even for ambulance chasers. You are hired to do a job as an agent for the lender or title company. Not to sell your own wares.

Reply by BrendaTx on 11/24/05 4:10am
Msg #78520

Re: Unethical! (i.e. NOT a good strategy)

**This type of business practice is highly unethical, even for ambulance chasers. You are hired to do a job as an agent for the lender or title company. Not to sell your own wares.**

The good news is that a half-decent lawyer won't be taking their business development tips from an anonymous poster on a notary forum.

Reply by Anonymous on 11/23/05 10:45pm
Msg #78504

It might be better if you explained your position the client and ask if you could call them separately to discuss your services. Such as, in addition to being a notary, I am an attorney and may be able to offer you other services. Would you mind it I called you at another time to discuss this. If they say yes, then call them back at a later time. If not, walk away from it.

Reply by Susie__OH on 11/25/05 3:36pm
Msg #78652

If an attorney was any count at all he or she would not have to go door to door for new clients.