Start with a completed document

Powers of attorney, trust documents, healthcare directives, and will-related affidavits have different signing requirements. Have your attorney or the receiving organization identify the document, required notarial act, and any witnesses before you arrange the appointment. We do not draft estate plans or select legal forms.

Confirm witnesses before scheduling

A notary and a witness perform different roles. Ask the document preparer who must attend, whether witnesses must meet particular qualifications, and which signatures need notarization. Do not assume that a notary appointment includes witnesses. Confirm any requested witness arrangements with us first.

Prepare the signer

The signer needs acceptable identification and must be able to participate in the required notarial act. Tell us in advance if communication, mobility, or assistance needs may affect the appointment. A family member cannot simply sign in place of another person without appropriate authority and document instructions.

Choose the appropriate appointment format

In-person appointments are available by arrangement in Cape Coral and Southwest Florida. Remote online notarization may be an option for an eligible document, but estate-related documents can involve additional restrictions and witness requirements. Confirm suitability and recipient acceptance before choosing a remote signing.

What to include in your request

  • Document type and instructions from the preparer
  • Number of signers and required witnesses
  • Identification and communication needs
  • Recipient requirements, location, and requested date

Use the contact form to describe the request. Do not send identification numbers, medical records, or copies of private documents through the general inquiry form.

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Related guidance

Updated November 2, 2026.