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What to prepare before a notary appointment

Almost every failed signing fails for one of five reasons. Five minutes with this list avoids all of them.

Documents, a pen and a notary seal laid out ready for an appointment
Have the complete document ready, with nothing left blank.

1. Check every signer's identification

Each person signing needs their own current, government-issued photo ID, physically present. Not a photocopy, not a photo on a phone. Check the expiry date now rather than at the table, and check that the name on the ID is at least as complete as the name printed on the document. Details in our guide to acceptable ID.

2. Have the complete document

Not just the signature page. A notary must see the full document to confirm it is complete and that nothing has been left blank. Documents with blank spaces cannot be notarized – fill them in, or write “N/A”, before the appointment.

3. Do not sign it yet

Unless you are certain your document takes an acknowledgement, leave the signature lines empty. A jurat requires you to sign in the notary's presence, and a document signed in advance when it needed a jurat has to be reprinted and signed again. When in doubt, wait.

4. Work out whether you need witnesses

Witnesses and notarization are different requirements. The document itself, or the body receiving it, tells you whether witnesses are needed. The notary cannot be a witness to a signature they are notarizing. Where witnesses are required, they generally should not be named in the document or stand to benefit from it, and they need their own ID.

5. Confirm the notarial wording is there

Most documents arrive with the certificate wording already printed – the paragraph beginning “State of California, County of ___”. If yours has none, the notary can attach the correct certificate, but you have to say which type is required. A notary may not choose for you, because choosing is a legal determination. Ask whoever issued the document.

6. Sort out logistics

  • Everyone present at the same time? If signers are in different places, that is two appointments, so say so when booking.
  • Somewhere to sit and write, with enough light. A table beats a car bonnet.
  • Printing needed? Tell us at booking. We bring a printer and charge $1 a page.
  • Parking and access – gate codes, building security, hospital ward restrictions, visitor registration. Mention anything that will slow us down.
  • Payment ready, unless you are being invoiced.

7. Special situations worth flagging early

SituationTell us because
Signer is in hospital or hospiceWe need to know they are awake and aware, and whether ID is accessible
Signer is in custodyFacility access must be arranged in advance, and identification works differently
Signer cannot writeSigning by mark is allowed but needs two witnesses and the right wording
Signer does not speak EnglishThe notary must communicate directly with the signer about the act; a family member cannot interpret
Signing for a company or as a trusteeThe capacity has to appear correctly, and some documents need supporting authority
Document is going abroadIt may need an apostille, and the order of operations matters

The one-minute version: unexpired photo ID for everyone signing, names matching, complete document, nothing signed yet, witnesses arranged if needed, and anything unusual mentioned when you book.

Unsure about any of it? Call or text (858) 888-8060 before the appointment. We would much rather answer a question on the phone than have you lose an afternoon.

Related questions

What if a blank space has to stay blank?

Write “N/A” or draw a line through it. A notary may not notarize a document containing blank spaces, because of what could be added afterwards. If you are not sure whether a field applies, ask whoever issued the document before the appointment.

Can my friend interpret for a signer who does not speak English?

No. A California notary must be able to communicate directly with the signer about the notarial act, and may not work through an interpreter. Tell us the language at booking and we will arrange a notary who speaks it or refer you to one.

What if the document has no notary wording on it?

We can attach the correct certificate, but you must tell us which type the receiving body requires – an acknowledgement or a jurat. The notary cannot choose, as that would be a legal determination. Ask whoever gave you the document.

Need this done in San Diego?

Call or text (858) 888-8060, or send a request. We cover the whole county, 24/7.

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