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Jul 11, 2024reading time icon7 min

What is the role of a notary?

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What is the role of a notary?
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As a specialist in preventive law, a notary serves as a public officer whose primary role is to provide comprehensive guidance to clients throughout their lives. Their responsibilities include drafting legal documents and promoting clear communication among diverse parties.  

Despite its apparent simplicity, the role of a notary is complex. Working across various disciplines and scenarios, notaries are versatile experts whose importance cannot be underestimated.  

This article aims to introduce the diverse areas of expertise of these professionals. Let’s learn more. 

Did you know that a notary can guide you through every significant stage of your life? This legal expert plays an essential role in guiding people through significant life events including: 

  • Buying property 
  • Starting a business 
  • Marriage
  • Divorce and separation
  • Signing contracts
  • Planning estates
  • Writing wills
  • And beyond.

As a trusted legal advisor, a notary possesses the expertise and legal knowledge necessary to help you make informed decisions in any circumstance. Their advice is invaluable for understanding the full implications of each decision you make. 

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The notary is an official public authoritie in Quebec

Notaries in Quebec are recognized as public officers, a status granted by the state that sets them apart from other legal professionals. This designation mandates their impartiality and emphasizes their duty to act in the best interest of all involved parties. 

As public officials, notaries are bound to ensure fairness by avoiding any biases. They are required to thoroughly clarify the implications and details of documents to all parties involved, ensuring clear comprehension and informed consent before proceeding. This commitment ensures that individuals can confidently make decisions fully aware of the consequences.  

The notary drafts authentic instruments and notarial documents

In Quebec, notaries hold the authority to authenticate documents they create, referred to as notarial documents or authentic instruments. 

These documents hold significant legal weight and are highly recognized for their reliability. They are extremely difficult to dispute and can serve as conclusive evidence in court regarding their content, the accuracy of dates, and validity of signatures, often eliminating the need for further verification. 

Notarial documents are essential in various critical situations such as marriage contracts, real estate mortgages, declarations of co-ownership, and donation letters. Each of these instances demands the precision and legal weight that notarial authentication provides.  

Interestingly, once notarized, the original deed is securely retained in perpetuity by the notary or their successors. This meticulous storage ensures the document remains safe from loss or tampering, highlighting the significant value and security that notarial services offer. 

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The notary uses a prevention-focused approach

In addition to their impartiality, notaries use a preventive approach focused on preventing disputes through various alternative resolution methods, including: 

  • Facilitating amicable agreements
  • Arbitration
  • Conciliation
  • Mediation in civil, commercial, and family matters
  • Negotiation.

Sometimes referred to as the ‘agreement lawyer’, notaries play a crucial role in seeking mutually beneficial solutions that respect the rights of all parties involved. They frequently serve as mediators to resolve conflicts before they escalate to court.  

According to the Chambre des notaires du Québec, notaries are also authorized to represent individuals in non-contentious matters and advocate on their behalf in legal proceedings that do not involve litigation. 

Through their proactive intervention, notaries significantly contribute to enhancing access to justice and alleviating the caseload burden on the courts.  

The notary's fields of expertise

The notary is a versatile professional with expertise across multiple disciplines. You may encounter this specialist in various situations, where they possess specialized knowledge in specific fields such as real estate or family law. 

Let's explore some of the notary's areas of expertise. 

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1. An expert in family law

The notary is the ideal professional to guide you through all legal matters that may impact you and your family. With specialization in family law, they provide guidance on:  

  • Rights and responsibilities stemming from marriage or civil union. 
  • Legal implication of common-law relationships and related agreements. 
  • Child custody and financial support. 
  • Adopting procedures
  • Immigration procedures 
  • Family mediation
  • Amicable divorce arrangements 
  • Mandates for protection 
  • Legal frameworks for individuals lacking power of attorney.  

2. An expert in real estate law

The notary plays a crucial role in every real estate transaction, whether you're buying or selling. In addition to preparing and finalizing the deed of sale, their involvement includes advising on various aspects such as:  

  • Different financing options available for property purchase. 
  • Essential clauses that should be included in the purchase agreement. 
  • Tax implications related to the contract. 
  • Importance of verifying the certificate of location. 
  • Due diligence required when purchasing property with divided or undivided co-ownership. 
  • Implications of co-ownership agreements. 
  • Necessary agreements when multiple individuals are purchasing property together. 
  • Resolving issues discovered during the title review process. 
  • Precautions to avoid legal burden such as construction mortgages.

3. An expert in inheritance law

The notary is also a specialist in estate planning and related matters. You can rely on their expertise to: 

  • Create a comprehensive estate plan. 
  • Administer an estate efficiently. 
  • Safeguard minor children welfare after your passing. 
  • Prepare and draft a legally sound will. 
  • Include directives on organ and tissue donation in a will or power attorney. 
  • Establish advanced medical directives for healthcare decisions.

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4. An expert in business law

An expert in business law, a notary can be a valuable ally for aspiring entrepreneurs. They offer specialized guidance on:  

  • Procedures for launching a business. 
  • Various legal forms of companies and their tax considerations. 
  • Agreements among shareholders or partners. 
  • Drafting commercial leases. 
  • Facilitating commercial mediation. 
  • Managing merges and acquisitions. 
  • Estate and trust planning. 

However, the scope of a notary's practice extends well beyond traditional fields of expertise. They are skilled professionals who can effectively operate in diverse areas including: 

  • Agricultural law
  • Aboriginal law
  • Environmental law
  • Labour law
  • Tax law
  • International law

Notary vs lawyer: understanding the differences

Notaries and lawyers, both legal advisors who hold the title of ‘maître’, have distinct roles despite some similarities. 

Lawyers have the authority to represent clients in court and advocate on their behalf. In contrast, notaries function primarily in a preventive capacity as public officers. Their role centres on preventing disputes, ensuring legal compliance, and authenticating documents, rather than litigation and courtroom advocacy.  

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