Free Legal Preparation Checklist for Notary Template
Legal Preparation Checklist for Notary
Prepared by: [YOUR NAME]
Company: [YOUR COMPANY NAME]
Date: [DATE]
1. Certification and Licensing
Task |
Completed (✓) |
---|---|
Verify state requirements for becoming a notary public |
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Complete required notary training or education (if applicable) |
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Pass the notary exam (if required by the state) |
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Apply to the state’s notary commissioning office. |
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Pay the necessary fees for certification. |
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Receive your notary commission certificate. |
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2. Bonding and Insurance
Task |
Completed (✓) |
---|---|
Obtain a notary bond (if required by state law) |
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Purchase Errors and Omissions (E&O) insurance for additional protection |
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3. Supplies and Equipment
Task |
Completed (✓) |
---|---|
Purchase an official notary seal or stamp meeting state requirements |
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Obtain a notary journal for recording notarizations. |
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Acquire necessary acknowledgment and jurat certificates. |
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Prepare a reliable method to verify client identity (e.g., ID scanning tools) |
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4. Legal and Procedural Knowledge
Task |
Completed (✓) |
---|---|
Familiarize yourself with state-specific notary laws and regulations |
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Understand the types of documents you are authorized to notarize |
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Learn the steps for verifying the identity of signers. |
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Be aware of limitations and conflicts of interest (e.g., refusing to notarize for family members) |
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5. Technology and Remote Notarization (if applicable)
Task |
Completed (✓) |
---|---|
Verify whether your state allows Remote Online Notarization (RON) |
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Complete the required training or certification for RON. |
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Invest in an approved RON platform and technology (camera, secure software) |
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Ensure compliance with state-specific rules for remote notarization. |
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6. Record Keeping and Reporting
Task |
Completed (✓) |
---|---|
Record each notarization in your notary journal with the required details |
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Retain records for the period mandated by state law. |
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Report any lost or stolen notary tools immediately to the appropriate authority. |
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File reports or fees to the state as required |
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7. Ethics and Professional Conduct
Task |
Completed (✓) |
---|---|
Always act as an impartial witness during notarizations |
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Refuse notarization if fraud or coercion is suspected. |
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Follow state requirements for administering oaths or affirmations. |
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Keep all tools, including the seal and journal, secure and confidential. |
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8. Continuing Education and Renewal
Task |
Completed (✓) |
---|---|
Complete any continuing education requirements before renewal |
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Submit a renewal application before the expiration of your current commission. |
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Update tools (e.g., seal, journal) as necessary for renewal |
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9. Preparation for Audits or Complaints
Task |
Completed (✓) |
---|---|
Maintain thorough and accurate records of notarizations |
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Be prepared to provide documentation during audits or investigations. |
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Address complaints or issues professionally and in compliance with state laws. |
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