How to execute your
estate planning documents
“Execution” is the legal term for properly signing a document: the right people, the right sequence, the right ceremony. A will signed without the proper witnesses is invalid. A power of attorney without a notary may be rejected by banks. This guide explains what each document requires and how to get it right the first time.
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Use the personalized signing ceremony in your account. It is built from your state, your exact documents, and their verified execution rules, and it saves each completed step.
Open my signing ceremonyWhat “execution” actually means
Your signature
You must sign (or direct someone to sign for you if you are physically unable) at the end of the document, in the presence of your witnesses.
Witness signatures
Witnesses confirm they saw you sign and that you appeared to be of sound mind. They sign in your presence, and usually in each other's presence.
Notarization (where required)
A notary verifies identity and watches everyone sign, then applies an official seal. Required for some documents; recommended for others via a self-proving affidavit.
Self-proving affidavit: Most states allow you and your witnesses to sign a sworn affidavit in front of a notary immediately after signing the will. This makes the will “self-proving”: the probate court accepts it without requiring a live witness to appear and testify. It is almost always worth the extra five minutes.
Quick reference by document
General rules. Your Estateur documents will include state-specific signing instructions.
Last Will & Testament
Witnesses
2 disinterested witnesses required in almost all states
Notary
Not required in most states (except Louisiana). Notary needed for self-proving affidavit.
Notes
Louisiana is a civil-law state: requires 2 witnesses + a notary. In most other states notarization is optional but recommended via self-proving affidavit.
Revocable Living Trust
Witnesses
Generally none required for the trust instrument itself
Notary
Notarization strongly recommended; required in some states for real-property transfers
Notes
The pour-over will that accompanies a living trust follows will execution rules (2 witnesses). Real estate deeded to the trust usually requires a notarized deed.
Financial Power of Attorney
Witnesses
1–2 witnesses required in many states
Notary
Notary required in most states
Notes
Illinois: requires 1 witness + notary. NY: requires 2 witnesses + notary. CA: requires notary OR 2 witnesses. TX: requires notary. Verify your state's exact rule.
Healthcare Directive
Witnesses
Usually 2 witnesses; witness restrictions are strict (no family, no heirs, no care providers)
Notary
Varies by state. Some require notary instead of or in addition to witnesses
Notes
IL: 2 witnesses. CA: 2 witnesses OR notary. NY: 2 witnesses. TX: 2 witnesses OR notary. Healthcare agent and heirs almost universally cannot witness.
Personal Property Memorandum
Witnesses
None required in most states (it is incorporated by reference into the will)
Notary
None required, but dating and signing in your own handwriting is essential
Notes
Must be referenced in your will to be effective. Can be updated freely without re-executing the will. That is its main benefit.
Digital Asset Inventory
Witnesses
None. This is a non-legal planning record
Notary
None required
Notes
This document is instructions for your representative, not a formal legal instrument. Treat it like a private letter: date it, sign it, and store it securely.
Who cannot be a witness
Witness disqualification rules vary by document type. The safest rule is to choose adults who receive nothing under any of your estate planning documents.
For wills
- •Anyone named as a beneficiary (or their spouse, in some states)
- •Minors (under 18) in most states
- •Anyone who lacks mental capacity
- •The notary (when one is used)
For healthcare directives
- •Your named healthcare agent
- •Treating physicians or employees of your healthcare facility
- •Anyone with a financial claim against your estate
- •Operators or employees of your residential care facility (in some states)
Will execution requirements by state
Witness count, whether a notary is required for the will itself, and whether the state has enacted Remote Online Notarization (RON). RON is used for the self-proving affidavit, not the will signature itself.
| State | Witnesses | Notary for will | RON available | Notes |
|---|---|---|---|---|
| Alabama | 2 | Not required | Yes | Remote notarization of a paper, wet-ink document only (Ala. Code § 36-20-73.1) |
| Alaska | 2 | Not required | Yes | |
| Arizona | 2 | Not required | Yes | |
| Arkansas | 2 | Not required | Yes | |
| California | 2 | Not required | Pending | No statutory self-proving affidavit. RON law (SB 696) phasing in through 2030; confirm current availability |
| Colorado | 2 | Not required | Yes | A notarized acknowledgment may replace the witnesses |
| Connecticut | 2 | Not required | Pending | |
| Delaware | 2 | Not required | Pending | |
| District of Columbia | 2 | Not required | Yes | |
| Florida | 2 | Not required | Yes | |
| Georgia | 2 | Not required | Pending | |
| Hawaii | 2 | Not required | Yes | |
| Idaho | 2 | Not required | Yes | |
| Illinois | 2 | Not required | Pending | RON law enacted but limited rollout |
| Indiana | 2 | Not required | Yes | |
| Iowa | 2 | Not required | Yes | |
| Kansas | 2 | Not required | Pending | |
| Kentucky | 2 | Not required | Yes | |
| Louisiana | 2 | Required | Yes | Civil-law state; notary required for a valid (notarial) will |
| Maine | 2 | Not required | Yes | |
| Maryland | 2 | Not required | Yes | No statutory self-proving affidavit |
| Massachusetts | 2 | Not required | Yes | RON may NOT be used for wills (Mass. Gen. Laws ch. 222, § 28(c)); use an in-person notary for the will |
| Michigan | 2 | Not required | Yes | |
| Minnesota | 2 | Not required | Yes | |
| Mississippi | 2 | Not required | Check with notary | Sources disagree on whether Mississippi permits fully remote notarization; confirm with a Mississippi-commissioned notary |
| Missouri | 2 | Not required | Yes | |
| Montana | 2 | Not required | Yes | |
| Nebraska | 2 | Not required | Yes | |
| Nevada | 2 | Not required | Yes | |
| New Hampshire | 2 | Not required | Yes | |
| New Jersey | 2 | Not required | Pending | |
| New Mexico | 2 | Not required | Yes | |
| New York | 2 | Not required | Pending | RON legislation enacted; platform rollout ongoing |
| North Carolina | 2 | Not required | Pending | |
| North Dakota | 2 | Not required | Yes | A notarized acknowledgment may replace the witnesses |
| Ohio | 2 | Not required | Yes | No statutory self-proving affidavit |
| Oklahoma | 2 | Not required | Yes | |
| Oregon | 2 | Not required | Pending | |
| Pennsylvania | 2 | Not required | Yes | |
| Rhode Island | 2 | Not required | Yes | |
| South Carolina | 2 | Not required | No | In-person electronic notarization only; a RON act performed by an out-of-state notary is recognized (S.C. Code § 26-3-20) |
| South Dakota | 2 | Not required | Yes | |
| Tennessee | 2 | Not required | Yes | |
| Texas | 2 | Not required | Yes | |
| Utah | 2 | Not required | Yes | A notarized acknowledgment may replace the witnesses |
| Vermont | 2 | Not required | Yes | |
| Virginia | 2 | Not required | Yes | |
| Washington | 2 | Not required | Yes | |
| West Virginia | 2 | Not required | Yes | |
| Wisconsin | 2 | Not required | Yes | |
| Wyoming | 2 | Not required | Yes |
All 50 states and the District of Columbia are listed. Witness and notary values are read from the same verified execution rules Estateur's documents are built on. “Check with notary” means published sources disagree about that state's remote-notarization status. This table is for general education only and is not a substitute for the state-specific instructions Estateur provides.
Can I get my documents notarized online?
Remote Online Notarization (RON) lets you complete notarization via video call. No in-person visit to a bank or UPS store required. More than 30 states now authorize it, and the list is growing.
How RON works
- 1You connect to a RON platform via video call (Notarize, DocVerify, etc.)
- 2You verify your identity with a government-issued ID and knowledge-based authentication questions
- 3You and your witnesses sign the document electronically on-screen
- 4The notary applies a tamper-evident digital seal and records the session
What RON is, and isn't
RON notarizes the self-proving affidavit attached to your will. The will itself still requires your handwritten (wet) signature and two witnesses in almost all states. RON handles the notary step; witnesses still participate (in-person or via the platform's witness service).
For POAs and healthcare directives, RON can replace an in-person notary visit where the document requires notarization. State rules on RON for each document type vary.
States with RON authorization (as of mid-2026): AL, AK, AZ, AR, CO, DC, FL, HI, ID, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, MT, NE, NV, NH, NM, ND, OH, OK, PA, RI, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY, plus others with pending or transitional authorization. Check your state's current status, as laws are evolving rapidly.
The signing ceremony, step by step
For a will with a self-proving affidavit. POA and healthcare directive ceremonies are similar but may vary by state.
Gather everyone
You, both witnesses, and (if adding a self-proving affidavit) a notary should be present together at the same time and place, or connected simultaneously via a RON platform.
Declare the document
State out loud: "This is my Last Will and Testament. I am signing it voluntarily and of sound mind." You don't need a script; the purpose is to establish the formal ceremony. Both witnesses should hear this.
Sign the will
Sign at the end of the will in the presence of both witnesses. Some states require you to initial each page; Estateur will note if yours does.
Witnesses sign
Each witness signs the witness attestation clause, confirming they watched you sign and that you appeared competent. They should sign in your presence and each other's presence.
Self-proving affidavit (recommended)
If you are adding a self-proving affidavit, the notary now asks you and the witnesses to swear to the formalities and sign the affidavit. The notary signs last and applies their seal.
Store it safely
Keep the original in a fireproof location your executor knows about. Upload a scan to your Estateur vault. Consider filing the original with your county probate court (allowed in some states) or leaving it with your attorney.
Frequently asked questions
Can a beneficiary be a witness to my will?
Can my spouse witness my will?
Does my will need to be notarized?
What is a self-proving affidavit?
What is remote online notarization (RON)?
Can I use a RON service for my will?
My state isn't in the RON list. What do I do?
How do I find disinterested witnesses?
Do all witnesses and the notary have to be present at the same time?
Can I sign my documents digitally?
Estateur prints your exact signing instructions
Every document package includes a customized signing checklist for your state: what you need, in what order, with what witnesses. No guesswork.
