What are the different session types (GNW, Closing, Estate Planning)?

Select the session type to ensure proper setup, compliance, and compensation.

GNW (General Notary Work)

General Notary Work covers the standard, everyday notarizations that most people encounter. These are typically straightforward documents but still require careful attention to identity verification and proper procedure.

• Typical Documents: Affidavits, powers of attorney, acknowledgments, contracts, permission slips, and other routine legal forms.
• Signers and Documents: Usually involves one signer per session and a single document, making the process relatively quick.
• Identity Verification: Most sessions require KBA (Knowledge-Based Authentication) or biometric ID verification, such as facial recognition and scanning government-issued IDs.
• Tips:
• • Ensure the signer has a valid ID ready.
  • Verify that the document is complete before and after the session.

Closing

Closings are more complex sessions related to real estate transactions, such as purchases, refinances, or seller-side closings. They often involve multiple parties and documents, so careful preparation is essential.

• Typical Documents: Deeds, loan agreements, settlement statements, disclosures, affidavits, and more.
• Signers and Coordination: Usually involves multiple signers and sometimes multiple witnesses. Coordination with title companies, lenders, or signing services may be necessary.
• Identity Verification: Standard ID checks plus KBA or biometric verification are typically required. (depends on your state laws)
• Session Duration and Documentation: Closings can take longer than standard notarizations due to the number of documents and signatures required. All notarizations must be documented meticulously, with video/audio recordings and accurate digital logs.
• Tips:
• • Review the closing package in advance.
  • Confirm who will be signing and when.
  • Make sure all electronic notary seals and signatures are correctly applied.

Estate Planning

Estate planning documents often involve sensitive legal matters and may have state-specific signing or witnessing requirements. These sessions demand precision and awareness of legal standards.

• Typical Documents: Wills, trusts, healthcare directives, powers of attorney, living wills, and similar legal instruments.
• Signers and Witnesses: Many estate planning documents require multiple signers and one or more witnesses. Some may even need notarization for each signer separately.
• Special Requirements: Certain documents may require physical witnesses, while others can be fully remote, depending on state law. Always confirm the witness setup ahead of time to avoid invalid notarizations.
• Tips:
• • Check local laws regarding witnesses and notarizations.
  • Ensure all parties understand the document’s purpose before signing.
  • Prepare for more complex verification procedures.
  • Keep detailed records of the session for legal compliance.

Summary Tips Across All Types

1. Preparation is key: Verify IDs, documents, and participant availability before starting.
2. Know the legal requirements: Each state may have different rules for witnesses, signers, or specific document types.
3. Document thoroughly: Online notarizations usually require audio/video recording and secure storage.
4. Coordinate participants: For complex sessions (closing or estate planning), confirm who needs to be present, their roles, and the order of signing.
5. Use a reliable platform: Ensure the digital notarization software is compliant with state laws and secure for storing sensitive documents.

Updated on: 19/11/2025