Notary Appointment Preparation Checklist

• Government-issued photo ID must be physically present — not a copy or a photo on a phone.
• ID must be unexpired.
• The name on the document must match the ID (or the ID must contain a fuller version of the same name).
• Acceptable forms of ID: U.S. Driver's License, State ID Card, U.S. Passport, or a Foreign Passport stamped by USCIS.

Florida law prohibits notarization if the signer appears impaired or coerced. At the time of signing, the signer must:

• Be alert, oriented, and awake.
• Understand the general purpose of the document.
• Act voluntarily, free from coercion.
• Be able to physically communicate intent (verbally or non-verbally).

For memory care residents or signers with fluctuating cognitive states, use the free Signer Readiness Screening tool before booking to help avoid a failed, high-stakes appointment.

• The document should be completely filled out — no blank spaces.
• All pages should be present, not just the signature page.
• Do not pre-sign. Signatures must be witnessed by the notary at the appointment.
• Any multiple-choice elections (e.g., Living Will options) should already be made.

Many documents — including Wills and Healthcare Directives — require witnesses in addition to the notary, typically two. Witnesses must be:

• Adults (18+) with valid photo ID.
• Disinterested — meaning they receive no benefit from the document, are not named in it, and are not closely related to the signer.
• Present for the entire signing.

• Have a hard writing surface available.
• Choose a well-lit room.
• Keep the environment relatively quiet — an oath or affirmation may need to be spoken aloud.
• If in a facility, make sure staff have been notified of the notary's visit.