Purpose of This Guide
Estate planning documents are among the most important papers a person will ever sign. Proper execution protects your wishes and avoids future legal complications.
This checklist helps attorneys, families, and individuals prepare for a smooth and compliant signing experience - whether in person or via Remote Online Notarization (RON).
Before the Signing Appointment
1. Confirm Document Requirements
- Verify with your attorney the exact order in which documents must be signed
- Confirm which documents require witnesses in addition to the notary
- Clarify any special notarization language required
2. Gather Proper Identification
- Driver's license or state-issued ID card
- U.S. Passport
- Military ID
3. Prepare the Physical Space
- Choose a quiet, well-lit area with a stable table
- Have all original documents laid out in the correct signing order
- Minimize distractions
4. Arrange for Required Witnesses
- Witnesses must be present for the entire signing
- Witnesses must have valid photo ID
- Witnesses should not have a conflict of interest (e.g., beneficiaries in most cases)
During the Signing
Signing Order: Always follow the exact order specified by your attorney. Signing documents out of sequence can invalidate certain provisions.
Important: Do not sign any document until the notary instructs you to do so.
After the Signing
- Retain copies in a safe location
- Provide copies to your attorney as requested
- Consider storing original documents in a fireproof safe or with your attorney
Documents We Commonly Notarize
- Last Will and Testament
- Revocable Living Trust
- Durable Power of Attorney (Financial)
- Medical Power of Attorney / Directive to Physicians
- HIPAA Release
- Declaration of Guardian
- Transfer on Death Deed
- Lady Bird Deed
This checklist is provided for informational purposes and does not constitute legal advice. Always follow the specific instructions of your estate planning attorney.