Notary Checklist | Notary Training | Notary Scripts | Notary Template | Notary Tips | Trello

   • 15 Notary Streams of Income You Can Start ...   Start using this Trello checklist for notaries. If you are an online notary or signing agent, let me show you how to stay organized with Trello. Get a free Trello Board http://NotaryTrello.com. In this example, I’ll show you how to ensure your notarial certificate has been filled out properly and that you haven't missed anything.

Use this checklist to confirm during a remote online notary session that you have completed the notarial certificate for Acknowledgment and Jurat. This way, you won’t forget anything when you notarize online or in person.

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Contents of This Video

0:00 - Intro - Notary Checklist
0:57 - Guidelines as a Texas Online Notary
1:32 - Secretary of State reprimand caution
1:56 - Elements for an online notarization
2:08 - Make it valid
2:18 - Other checklists I use as a notary
2:50 - Steps before signing the notarial statement
3:29 - Start using Trello and templates in your notary business
3:51 - First Step using your board
4:10 - Create a template for filling out the notary certificate
4:45 - Verbiage for Acknowledgment
5:10 - Jurat verbiage for an online notarization
5:32 - Check box for Venue
6:00 - Was the notarization a Jurat or Acknowledgment?
6:32 - Perform an Oath when notarizing a Jurat
6:45 - Example of performing an oath
7:10 - Did you place your digital certificate?
7:48 - Refer to your Secretary of State's guidelines
7:59 - Disclaimer - I'm not an attorney
8:11 - Different phases for using Trello as a notary
8:40 - I hope this video has helped you. Please comment
9:09 - Outro

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