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The Notary Journal

Posted on February 1st, 2021

All Montana notaries are required by law to maintain one or more journals in which all notarial acts are recorded. The journals may be either a permanent, bound paper journal designed to deter fraud or a permanent, tamper-evident electronic journal. Each journal entry must include the date and time of the notarization; the type of notarial […]

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Beware of IOLTA Scams 

Posted on January 27th, 2021

I used to manage an attorney-owned title agency in Florida.  It was part of my job to wire closing proceeds from our trust account to sellers of real estate (sometimes millions of dollars) on a daily basis.  One day, I received an email from a trusted client instructing me to wire $40,000.00 of his net […]

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A Quick Guide to Creating Living Trusts

Posted on January 23rd, 2021

Living Trusts Living trusts can be a savvy form of proper estate planning. They ensure that assets you own are distributed according to your wishes after your death. Although it is possible to create one of these documents without seeking legal advice, it is highly recommended that you use an experienced living trust lawyer to […]

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PERFORMANCE COACHING – AND WHY YOU NEED IT!

Posted on January 21st, 2021

If you are like me – the workplace can seem chaotic and take a toll on your overall performance. For example, I can personally get drained jumping back and forth between project management, employee relations, client management, delivering quality products/services, cash flow management, etc. It’s hard just step back and take stock in all that […]

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Client Billing Concerns

Posted on January 18th, 2021

Estate Planning Lawyer We, as a law firm, put forth a lot of effort to make sure that we have the invoices prepared correctly. Billing issues seem to be a hard thing for clients to address. Many clients find it uncomfortable to call or email the office with questions about the invoice entries or amounts. […]

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