Legal Preparation Checklist for Notary

Verify state requirements for becoming a notary public

Complete required notary training or education (if applicable)

Pass the notary exam (if required by the state)

Apply to the state’s notary commissioning office.

Pay the necessary fees for certification.

Receive your notary commission certificate.

Obtain a notary bond (if required by state law)

Purchase Errors and Omissions (E&O) insurance for additional protection

Purchase an official notary seal or stamp meeting state requirements

Obtain a notary journal for recording notarizations.

Acquire necessary acknowledgment and jurat certificates.

Prepare a reliable method to verify client identity (e.g., ID scanning tools)

Familiarize yourself with state-specific notary laws and regulations

Understand the types of documents you are authorized to notarize

Learn the steps for verifying the identity of signers.

Be aware of limitations and conflicts of interest (e.g., refusing to notarize for family members)

Verify whether your state allows Remote Online Notarization (RON)

Complete the required training or certification for RON.

Invest in an approved RON platform and technology (camera, secure software)

Ensure compliance with state-specific rules for remote notarization.

Record each notarization in your notary journal with the required details

Retain records for the period mandated by state law.

Report any lost or stolen notary tools immediately to the appropriate authority.

File reports or fees to the state as required

Always act as an impartial witness during notarizations

Refuse notarization if fraud or coercion is suspected.

Follow state requirements for administering oaths or affirmations.

Keep all tools, including the seal and journal, secure and confidential.

Complete any continuing education requirements before renewal

Submit a renewal application before the expiration of your current commission.

Update tools (e.g., seal, journal) as necessary for renewal

Maintain thorough and accurate records of notarizations

Be prepared to provide documentation during audits or investigations.

Address complaints or issues professionally and in compliance with state laws.