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Which profession allows a notary to perform document execution without restrictions?

  1. A licensed attorney in their own will

  2. A financial advisor in a transaction

  3. A clerical worker

  4. An estate planner

The correct answer is: A licensed attorney in their own will

A licensed attorney is empowered by their legal training and professional standing to perform document executions related to wills, trusts, and other legal instruments without the same restrictions that may apply to non-attorney notaries. This is because attorneys possess a comprehensive understanding of the legal implications and requirements of these documents, enabling them to ensure that all legal standards are met during the execution process. In many jurisdictions, including Utah, notaries must adhere to specific guidelines when executing documents, particularly those that have significant legal consequences. Attorneys, however, are often exempt from certain restrictions when dealing with their own clients' legal documents, allowing them to facilitate the execution process more freely. This is particularly important in the context of estate planning, where the accurate execution of wills and related documents is critical to the intent of the testator. The other professions listed may still require strict adherence to notary guidelines and would not have the same breadth of authority as a licensed attorney concerning document execution. Financial advisors, clerical workers, and estate planners typically perform roles that do not encompass the comprehensive legal authority to execute documents independently without restrictions similar to those that apply to a notary public.