What Should I Do Before Meeting with a Notary Public? A Step-by-Step Guide

Meeting with a notary public is a crucial step in finalizing important legal documents. But before you show up with pen in hand, there are a few important things you need to know to ensure a smooth process.

Proper preparation can save you time, prevent costly mistakes, and ensure your documents are legally valid. Here are a few steps to keep in mind to get ready for your notary appointment like a pro.

1. Know What You Need Notarized

Start by clearly identifying which documents require notarization. Common documents include:

• Wills and trusts

• Real estate forms (deeds, loan documents)

• Affidavits and sworn statements

• Power of attorney forms

• Business contracts

Check with the person or institution requiring the documents to be sure you're bringing the correct forms.

2. Bring Valid Photo Identification

The notary must verify your identity. Make sure to bring a government issued ID with you such as a current and valid driver’s license, passport, or tribal ID. If you have a military ID without a photo, bring another form of ID with your picture so that there aren’t any delays in your verification. Also, make sure your ID matches the name on your documents.

3. Don’t Sign the Documents in Advance

For some types of notarizations, notaries need to witness you signing the documents. If you sign beforehand, they may not be able to notarize them. It may be best to wait until you're in front of the notary to sign.

4. Check for Blanks or Errors

A notary cannot notarize documents that have any blank spaces or obvious errors. Review your paperwork beforehand to ensure all required sections are filled out, names and dates are correct, there are no missing pages, etc.

If you're unsure how to fill something out, ask the document issuer or a legal advisor—not the notary, as they can’t provide legal advice.

5. Bring All Signers and Witnesses (If Needed)

Some documents may require more than one signer or a witness in addition to the notary. Confirm in advance if additional people need to be present, and make sure they bring valid ID as well.

6. Understand What You’re Signing

The notary’s job is to verify your identity and witness your signature. We are unable to explain the contents of the document. If you have questions or don’t fully understand what you’re signing, speak with an attorney or the document provider beforehand.

7. Confirm the Notary’s Availability and Fees

Notaries may work by appointment or offer walk-in services. Call ahead to confirm availability, what forms of payment are accepted, and the cost of the service.

8. Consider Remote or Mobile Notary Options

Some notaries will come to you (mobile notaries) which can help free up some of your time or you may be eligible to use a remote online notary, depending on state laws.

Final Thoughts: Meeting with a notary might seem like a small step in a big legal or financial process—but it’s a crucial one. Being well-prepared ensures your documents are executed properly and helps avoid delays or do-overs. By following these simple steps, you can walk into your notary appointment confident, organized, and ready to sign.