Document pack
Remote Notary Setup Kit: Registration Tracker, Platform Checklist, ID-Proofing Routine, Retention Tracker and 30-Day Launch Plan
You've read the rules. This is the part where you file, choose a platform, set up records and run your first month, with every date and score tracked.
$29 one time · Word and PDF · download link by email
Who it is for
Commissioned notaries in any state who are registering for remote online notarization or running their first remote sessions.
Why it is different
- Hands-on trackers, not a second guide: it starts where the Online Notary Business Guide ends.
- State rows come from official pages cited in each row; where a figure wasn't on them, it says so.
- Names no platforms and quotes no vendor prices: you check each vendor's own site and record the date.
What is inside
- Remote notary launch workbook. Your state's requirements, your decisions and your start-up costs on one sheet, plus an Excel workbook that works out dates, scores and cost per session.
- Platform and vendor evaluation checklist. Questions on state approval, identity checks, recording, journal, seal and terms, scored side by side for up to three platforms. No vendor names.
- Recording and journal retention tracker. Retention periods the state kits found, a session log with keep-until dates and a quarterly records check.
- ID-proofing and credential-analysis checklist. The terms in plain English, eight states' identity standards, an every-session routine and a refusal script.
- State registration tracker. Status, registration step, course and state fee for 26 states and New Jersey with official links, recent changes, and your own application log.
- First 30 days launch plan. One task a day from authorization to your first sessions and a records review, with a session review table.
A look inside
The first pages, as you will get them
Get it
Remote Notary Setup Kit
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information and fill-in tools, not legal advice. Remote notarization rules differ by state and change often; confirm with your commissioning office before your first remote act. Not affiliated with any state or vendor. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
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