If you’re trying to help a parent, grandparent, or senior client get something notarized, but they can’t leave home, the hospital, or their care facility, you're probably asking:
“Where do I even find a notary who can come to them?”
The truth is, this is one of the most common requests we see, and one of the hardest for families to figure out without the right resources.
Banks aren’t much help anymore.
Shipping stores don’t travel.
And many notaries only operate during traditional office hours.
Meanwhile, the document you’re holding, whether it’s a Power of Attorney, a trust, a will, or a healthcare directive, is too important to delay.
The good news is, help exists, and this article will show you exactly how to find a trained, professional notary who will come to you or your loved one, wherever you are.
Here’s what people forget: getting something notarized requires more than just signing your name.
It means:
Have you ever laid down to bed at night, totally fried, mind racing with a dozen things you meant to do, but didn’t?
Yeah, me too. Except my version ended with lost clients, panic attacks at 3 a.m., and a serious reconsideration of my entire notary career.
See, I used to be the guy who’d forget to send the invoice. In fact, one client fired me for it. Said she didn’t want to chase me down to pay me. Understandable. Not exactly a power move in the business-building department.
And don’t get me started on bookkeeping. That gnawing feeling at night wasn’t hunger, it was the dread of untracked miles, unsent receipts, and the ever-looming shadow of tax season. Honestly, I’d have preferred an audit by the IRS than the mental audit I gave myself nightly.
I was equally obsessed about making a mistake. I’d pop out of bed, again at 3am, the witching hour for my inner critic, freaking out because I thought I’d missed a stamp on the deed. I usually didn’t, of course, but sometimes…
It wasn’t ...
If you’re here, chances are you’re facing a big moment.
Maybe you’ve just been told you need a Power of Attorney (POA) for a loved one in the hospital.
Maybe you’re caring for an aging parent and trying to get their affairs in order. Or maybe you’veÂ
decided it’s time to put your own plan in place, just in case.
And now you’re staring at a document that says, “Must be notarized.”
This may trigger some questions like:
You’re not alone, and you’re in the right place.
Let’s walk through it all, step by step.
A Power of Attorney is a legal document that gives someone else the authority to act on your behalf. That can include:
There are diff...
Ever left a great appointment, never to hear from that client again?
You nailed the experience. You were warm, professional, efficient, even impressive. You thought you really hit it off, but then… radio silence.
Most notaries chalk it up to the nature of the business. “It’s transactional,” they say. “People only need a notary once in a while.”
Maybe.
But if you're building a business, not just chasing the next appointment, you can’t afford to be forgettable.
Here’s the easiest, most overlooked step in Masterfully Delivering Your Services (Step 2 in the Top of Mind Method):
Ask permission to stay in touch.
That’s it. One simple question at the end of the appointment:
“I’d love to stay in touch. Do you mind if I sent you a thank you card and the occasional email?”
No one says no. Why would they? You just solved their problem. You showed up like a pro.Â
They like you.
They trust you.Â
The secret is, once you have permission, you must follow through.
A card.Â
A check-in text...
Most people don’t think about notaries until they really need one, and by then, it’s often urgent, awkward, or downright stressful.
That’s why having a mobile notary on call can feel like a lifesaver. These professionals come to you at home, at work, at the hospital, or wherever you are, to help you sign and notarize important documents without the extra runaround.
Not sure when you’d ever need one?
Here are five real-life situations where having a mobile notary ready to go can make all the difference.
You thought you had time. But suddenly, your parent is admitted to the hospital. The doctors need consent. You need access to the bank accounts. The decisions need to be made, and you can’t do any of it without a signed Durable Power of Attorney or Advance Healthcare Directive.
The catch is, your parent is in a hospital bed. You’re overwhelmed. And the hospital staff can’t help with legal doc...
Let’s zoom in on where we are in the client journey. You’ve been working hard on your online visibility and outreach, and it’s working. Someone called you, and yay, you answered. That’s already a huge win (don’t underestimate that simple act, it’s a dying art).
Then you did the thing.Â
You asked smart questions.Â
You were kind, confident, and helpful.Â
You built rapport.Â
You booked the appointment.
That’s step one of the Top of Mind Method: Solve Their Problem.
Now, we step firmly into the second phase: Masterfully Deliver Your Services.
Last week, we talked about the importance of training and specialization. If you’re still reading this newsletter, you’ve probably got that part handled. You’re not winging it anymore, you know your stuff.Â
That’s table stakes, the cost of playing the game.Â
But knowing how to notarize a document isn’t the same as delivering a memorable client experience. And here’s the reality of our industry- in most states, becoming a notary public is jus...
If you're in the middle of putting together your estate plan, or thinking about starting one, there’s a good chance you’ll run into a document that needs to be notarized.
Maybe your attorney mentioned it in passing.
Maybe your DIY kit says “sign in front of a notary.”
Or maybe someone just told you, “You’re gonna need a stamp for that.”
But what does that actually mean?
What role does a notary play in the estate planning process, and why does it matter who you choose?
Let’s break it down in real, human terms, so you can move forward with confidence.
At the most basic level, a notary public is a state-authorized professional who serves as an impartial witness during the signing of important documents. They confirm your identity, make sure you're signing willingly (and knowingly), and apply their official seal to complete the notarization.
That “stamp” adds legal weight to your document, so that if it ever gets challenged, there’s cl...
We’ve all been there…
You’re on your way to a notary appointment. Coffee in hand, playlist on point, and feelin’ pretty good about life.
Then BAM.
Something weird happens. You get a text or a call from the signer.Â
“Oops, Mom’s ID expired two years ago…but she’s 93, can you still do it?”Â
“Oh, and this is for a POA and Last Will & Testament… for Switzerland. Didn’t we mention that?”Â
“And, by the way, the attorney says we need an apostle.”Â
Cue record scratch.Â
Your internal dialogue:
“What in the notarized heck do I do now?” (Don’t worry, you don’t have to summon Peter, or any of the other apostles, this customer just needs an apostille)Â
That, my friend, is when you need your Ladder of Support. It’s simply a list of your most trusted resources spelled out in one place for easy reference. This is especially helpful when the pressure is on and you freeze up.Â
Here’s the good news:
You don’t need to know everything about everything. In fact, you’re not supposed to.
You just...
Over the last several months, I’ve focused this newsletter, and several YouTube training sessions, on one primary goal: making the phone ring.
We’ve covered how to boost your online visibility. We’ve explored outreach strategies that connect you with new prospects. All with one goal in mind-getting more clients.
But then what?
When those strategies work, and they will, you’ll be faced with a new challenge: What do you do when the phone rings?
That’s why I introduced the Top of Mind Method, a framework to help you confidently navigate every step of the client experience. It’s simple, but powerful. Just remember to S.M.I.L.E.:
Solve Their Problem
Masterfully Deliver Your Services
Implement Ironclad Button-Up
Leverage Long-Term Connection Strategies
Expand Your Learning and Your Network
We just wrapped up the “Solve Their Problem” series. If you missed it, here’s what we covered:
Here’s a common scenario:
You’ve got a trust document ready to go, maybe it’s part of a new estate plan, maybe it’s an urgent update, but the person who needs to sign it is in another state.
Here go the questions:
Whether you're a family member coordinating the signing, an estate planning attorney managing client logistics, or an escrow officer wrapping up a file, this situation is more common than ever, and totally solvable.
Let’s walk through exactly how to get a trust document notarized when the signer is out of state, and how to do it with confidence.
Yes, as long as the notary is commissioned in the same state where the signer is physically located at the time of signing.
That’s the key.
Notarizations are based on where the notary and signer are physically p...
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