TheĀ Compassionate Notary
Book Resources
Youā€™re in the right place. These tools were created to support what you learned in The Compassionate Notary and to help you put the book into practice with confidence and care.
Feel free to download, adapt, and print these resources for use in your notary business.
Sample Intake Form
A simple starting point to gather essential details before your visit so you can arrive prepared and organized.
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Sample Signer Assessment Prompts
Helpful questions for observing capacity, willingness, and understanding during sensitive or high-stakes appointments.
DownloadRON Decision Guide for the Bedside Notary
A quick guide to help you determine when remote online notarization may be appropriate or when an in-person appointment is required.
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Quick Hygiene Checklist
Straightforward reminders to help protect yourself and your signers in hospitals, care facilities, and private homes.
DownloadRed Flags
A quick list of indicators that signal you may need to slow down, ask more questions, or decline the notarization.
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ADA Quick Reference Guide for Notaries
Key considerations when working with clients who have disabilities so you can serve them with respect and clarity.
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