Yes, I Can Help You Notarize a:
Investment Authorization Form
An investment authorization form grants someone the legal authority to make investment decisions on behalf of another person. It is commonly used in situations where an investor is incapacitated or unable to manage their own investments. This document ensures that the authorized person can act on the investor’s behalf.
Why Use a Notary?
Notarizing an investment authorization form ensures that the investor is granting authority willingly and understands the scope of the authorization. It verifies the identity of both the investor and the person receiving the authorization. Notarization adds legal credibility to the document, making it enforceable in financial settings. It also helps prevent disputes over the authenticity of the authorization.
Who I Serve...
My notary services are available for anyone in need of reliable, mobile notary or apostille facilitation services—right where you are. Whether you're an individual, family, or professional, I proudly serve:
✅ Patients and family members at hospitals, care facilities, and rehabilitation centers
✅ Attorneys and estate planners coordinating trusts, wills, and power of attorney documents
✅ Real estate professionals and loan signing companies needing timely, accurate signings
✅ Elder care professionals and those supporting aging loved ones
✅ Businesses and organizations requiring employee or vendor document notarization
✅ Private individuals needing one-time or recurring notary services at home, work, or public locations
I specialize in providing compassionate, professional service to those who need convenience and care—especially in sensitive or urgent situations.
As a trusted California Notary Public, certified Apostille Facilitator, and certified Loan Signing Agent, I’m committed to delivering service that’s thorough, timely, and tailored to your needs.
Investment Authorization Form
An Investment Authorization Form is a legal document that gives a designated individual or entity the authority to manage, direct, or execute investment decisions on behalf of another person, trust, or business. It’s often used in financial, estate, and business planning to delegate control over investment accounts.
This form typically includes:
Name of the account holder (principal)
Name of the authorized agent or investment advisor
Scope of investment authority (e.g., buy/sell securities, rebalance portfolios)
Account numbers and financial institution details
Duration and limitations of the authorization
Signature and date of execution
Commonly used by:
Financial advisors or wealth managers
Trustees managing assets for a beneficiary
Executors or conservators acting on behalf of another party
Businesses delegating investment decisions
In California, notarization may be required or strongly recommended by banks, brokerages, or institutions to validate the identity of the principal and confirm the authorization was signed willingly and knowingly.
A mobile notary can assist by verifying identity and notarizing the Investment Authorization Form, ensuring it is properly executed for institutional acceptance.
What Document?
Where I Provide Mobile Notary Services
I bring professional notary services directly to you—whether that’s your home, office, hospital room, care facility, or a public meeting location of your choice.
My primary service area includes cities throughout San Mateo County, such as:
📍 Daly City, Burlingame, Hillsborough, Millbrae, Foster City, Belmont, San Carlos, Redwood City, San Mateo, and South San Francisco.
I also proudly serve select locations in Santa Clara County, including:
📍 Sunnyvale, Palo Alto, Mountain View, Los Altos, and Cupertino.
If you’re located outside of these cities but still in need of a mobile notary, feel free to contact me directly—I'm happy to confirm if I can accommodate your area or refer you to a trusted colleague nearby.
When You Might Need a Notary Public
You may need a notary public during some of life’s most urgent or meaningful moments. Whether you're at a hospital, care facility, law office, or your home, having access to a trusted notary at the right time is essential.
Common times clients reach out include:
A loved one is in a hospital or care facility and needs to sign documents while coherent
You're finalizing an estate plan, trust, or power of attorney
You're handling a real estate transaction or loan closing
You need to complete healthcare directives, HIPAA releases, or consent forms
You have an upcoming international trip and need an apostille or travel authorization
My Availability
🕒 Mobile Notary Hours:
Monday – Friday: 8:00 AM to 7:00 PM
Saturday: 8:00 AM to 4:00 PM
Emergency Appointments: Available outside regular hours upon request
I understand that timing matters—especially in health-related, legal, or end-of-life situations. I offer same-day service when possible and strive to be available when you need notarization most.
*Notaries Are Not Attorneys and Therefore Cannot Practice Legal Advice.