Notary Document Starter Packet +*Bonus Items

Starting your notary business without paperwork can cost you money, time, and protection.

This Notary Documentation Starter Packet gives you the 3 essential client-facing documents every professional notary should have in place in the beginning stages of your notary business. Stay organized. Start off operating like a real business.*Bonus: 2 Canva Notary Flyers & 100 places Notary Marketing Checklist as seen on TikTok and other social media platforms

WHAT’S INCLUDED: (all forms are in PDF and editable docx. options, add or delete info to accommodate your services and/or state requirements, add your logo, etc.)

✔ Notary Client Intake Form

Collect and document all essential client information before your appointment.

✔ Notary Travel Fee Disclosure

Clearly outline detailed mobile travel fees to prevent payment disputes.

✔ Notary Client Agreement

Protect yourself with written service terms, expectations, cancellation policy, etc.

*Bonus: 2 Canva Notary Flyers & 100 places Notary Marketing Checklist as seen on TikTok and other social media platforms

MORE DETAILED INFO

1. Notary Client Agreement

A complete, professional service agreement covering everything from appointment details and scope of services to fees, cancellation policy, client responsibilities, and liability. Includes a built-in client declaration checklist and signature block everything you need in one clean document.

2. Travel Fee Disclosure

A standalone disclosure form that clearly lays out your travel fee schedule by mileage, after-hours rates, waiting time fees, and no-show policy. Clients sign it separately, so you have a dedicated, documented acknowledgment that they agreed to your travel fees before the appointment.

💡 Why both forms?

The Client Agreement references travel fees as part of the overall service terms. The Travel Fee Disclosure gives clients a full, transparent breakdown before they book and gives YOU a second signed acknowledgment if there's ever a payment dispute. Together, they create a complete paper trail.

3.Notary Client Intake Form

Everything you need to onboard a new client the right way before the appointment even starts. Skipping a proper intake process is one of the fastest ways to walk into a signing unprepared. This form makes sure you know exactly what documents are involved, who's signing, what ID they're bringing, and that the client has confirmed they're signing willingly all before you travel anywhere.

What's included:

• Client contact details (name, DOB, phone, email, address)
• Appointment info: date, time, location type, and service type (mobile, in-office, or RON)
• Document section with checkboxes for every common notarial act — POA, affidavits, loan packages, deeds, immigration docs, and more
• Signer ID section to confirm what identification the client will bring — plus space for additional signers
• 8 compliance screening questions to protect you legally (willingness to sign, document understanding, conflicts of interest, and more)
• Referral source tracker so you know which marketing is working (Google, Yelp, 123notary, social media, attorney referrals, and more)
• Client acknowledgment and signature block

All forms in docx. are fully editable just fill in your name, commission number, fee schedule, and state. Print-ready and professional. Plus, I have included a PDF format. Perfect for: mobile notaries, loan signing agents, and notary signing services.

2 files you can upload:

Format: DOCX (Microsoft Word compatible)

Format: PDF

WHO THIS IS FOR:

• New notaries

• Mobile notaries

• Loan signing agents

• Notaries building professional systems

WHY YOU NEED THIS:

To avoid minimal risks

• Payment disputes

• Scope confusion

• Client misunderstandings

• Looking unprepared or unprofessional

These forms help you:

✔ Set clear expectations

✔ Protect your business

✔ Increase client confidence

✔ Operate more professionally

DISCLAIMER:

The templates and products are for general administrative and business use only and does not constitute legal advice. Notary laws and fee regulations vary by state it is your responsibility to ensure these form complies with your state's requirements before use. When in doubt, consult a licensed attorney in your state.

Remember ......Better Preparation Leads to Better Results ~ Consulting By Michelle, LLC