We are working to help support our mom with finances, managing various agreements, investments, bank accounts, real estate management, and so on. We're remote from her, in a different state. Is there easy to use software that can help when we need her signature on something? We have three family groups in 3 different states over 1000 miles from each other. Mom has signature authority for pretty much everything and for now there is no reason to do it otherwise. She's perfectly capable of understanding and signing things - just if this process is left to the mail or some other antiquated system things happen way to slowly and get lost.
Sometimes my brother needs Mom to sign something and get it back to him. Sometimes I need mom to sign something and get it back to me. Sometimes all three of us need to sign something and then get it to one or more of us.
When I say "sign things" - it is everything from business agreements or contracts to a signature card for a bank account, a contract with a real estate agent or property manager - all such types of things. Some things need one person's signature, some need 2 or 3 or 4 people's - inevitably in 2, 3, or 4 different states.
Mom is in her late 80s and somewhat conversant with technology. She uses a phone (currently a new iPhone) and a Windows PC. But doing new things with technology is not always easy, especially if it involves several "simple" and "obvious" steps that actually require mind-reading what the software developer wanted you do to.
Of course security is important to a degree but also my observation is that getting through numerous security barriers - password, passcodes, two-factor authentication, etc etc etc tends to make such software nearly impossible for older people to practically navigate. Like if we install an app on her iPhone, and get it ready to use, that's great. Now if she doesn't use it for two months you can't just click and use, you have to re-authorize and re-do the two-factor authentication, and etc etc etc and somewhere in the process that whole thing grinds to a halt and never happens.
Is there simple, reliable software out there that would allow us to navigate these signature and approval processes?
Ideally we could, say, set up something on our end (that part is not a problem - we can scan or convert to PDF or whatever it takes), then text or email her a link or something, she would click on it, the document pops up, she signs with finger or mouse or whatever, clicks OK and the signed doc comes back to us.
Sometimes my brother needs Mom to sign something and get it back to him. Sometimes I need mom to sign something and get it back to me. Sometimes all three of us need to sign something and then get it to one or more of us.
When I say "sign things" - it is everything from business agreements or contracts to a signature card for a bank account, a contract with a real estate agent or property manager - all such types of things. Some things need one person's signature, some need 2 or 3 or 4 people's - inevitably in 2, 3, or 4 different states.
Mom is in her late 80s and somewhat conversant with technology. She uses a phone (currently a new iPhone) and a Windows PC. But doing new things with technology is not always easy, especially if it involves several "simple" and "obvious" steps that actually require mind-reading what the software developer wanted you do to.
Of course security is important to a degree but also my observation is that getting through numerous security barriers - password, passcodes, two-factor authentication, etc etc etc tends to make such software nearly impossible for older people to practically navigate. Like if we install an app on her iPhone, and get it ready to use, that's great. Now if she doesn't use it for two months you can't just click and use, you have to re-authorize and re-do the two-factor authentication, and etc etc etc and somewhere in the process that whole thing grinds to a halt and never happens.
Is there simple, reliable software out there that would allow us to navigate these signature and approval processes?
Ideally we could, say, set up something on our end (that part is not a problem - we can scan or convert to PDF or whatever it takes), then text or email her a link or something, she would click on it, the document pops up, she signs with finger or mouse or whatever, clicks OK and the signed doc comes back to us.