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 · 14-day full refund · Word and PDF · download link by email
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Browse the storeWho it is for
Commissioned notaries in any state who are registering for remote online notarization or running their first remote sessions.
Not the right fit if
You aren't commissioned yet, or you only notarize in person: this is for registering and starting remote online notarization.
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
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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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Membership
$29 a month
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See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Remote Notary Setup Kit comes as a zip with six documents, each as an editable Word file and a printable PDF: Remote Notary Launch Workbook, Platform and Vendor Evaluation Checklist, Recording and Journal Retention Tracker, ID Proofing and Credential Analysis Checklist, State Registration Tracker, and First 30 Days Launch Plan, plus an Excel workbook (Remote Notary Setup Workbook). The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, and the Word files edit in Word, Google Docs or LibreOffice. The workbook is built for Excel and tested in LibreOffice; it should open in Google Sheets, but not every feature is tested there. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information and fill-in tools, not legal advice.
Is it up to date?
This page does not promise future updates. Remote notarization rules differ by state and change often; confirm with your commissioning office before your first remote act.
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