Execution and signing instructions
Per-state formalities, witnesses and notarisation.
Every final packet carries an execution checklist derived from the client's state and each included document. Follow that packet rather than a generic witness rule, and do not let anyone sign in advance.
Before the ceremony, confirm identity, capacity, witness eligibility, the notary path, and that the document is the final approved version. During the ceremony, keep the required people together and complete signatures, initials, dates, acknowledgments, and affidavits in the order shown.
Afterward, inspect every signature and seal, scan the completed originals, record where originals are stored, and complete trust-funding or beneficiary-designation work separately. Remote online notarization appears only where the document and jurisdiction are eligible.