Notaries and AI: Absolute Protection of Estate Documents

Confidentiality in Notary Offices

As a notary, your role goes beyond public authentication. You are the custodian of estate information, wills, powers of attorney, and agreements that require absolute confidentiality.

Why Notaries Cannot Use Public AIs

Imagine uploading to ChatGPT:

• A will with estate details
• A purchase deed with economic data
• A power of attorney with personal information

You would be:

1. Violating professional secrecy
2. Exposing third-party assets
3. Breaching the Notary Law (Art. 24 - Duty of secrecy)
4. Risking disciplinary sanctions

Safe Use Cases for Notaries

1. Consultation of Applicable Legislation

With Civil Code Expert: "Which articles regulate the statutory share in inheritances with descendants?"

Immediate response with exact legal references.

2. Requirements Verification

Before a deed: "What documentation do I need for a new construction deed?"

AI gives you the complete checklist according to updated regulations.

3. Internal Models and Templates

With private expert:

• Index your own anonymized deeds
• Quick access to standard clauses
• Internal precedent queries

Never again search for "that deed I did last year".

4. Clerk Training

New clerks can:

• Query doubts without interrupting
• Learn from historical cases
• See examples of best practices

Legal Compliance

Notary Law - Art. 24:

"The notary is obligated to keep secret the documents and acts they authorize"

guarantees:

• ✅ 100% local processing (Desktop) or in EU
• ✅ No third-party access
• ✅ Complete deletion on demand
• ✅ Complete access audit

Real Case

Notary Office in Madrid

"We indexed 20 years of deeds (without personal data, just clauses). When we need to draft something specific, AI suggests previous drafts. We save hours on each complex deed."

First Steps

1. Free BOE Expert: Consult general regulations
2. Civil Code Expert: Specific civil legislation
3. Create your knowledge base: With anonymized models
4. Scale progressively: More use cases when you see benefits

AI can be your ally without compromising confidentiality. The key is choosing the right tool.

---

Does your notary office want to implement AI securely? Request information