Practicing Law As A Notary Public

Notary Public’s are required to know applicable laws required within our duties as public servants regulated by our State. Obeying such laws isn’t the “unauthorized practice of law” as some notaries apparently prefer to obey their customer’s request who pay them for their services. It’s not an “unauthorized practice of law” violation to refuse to notarize a baseless request by a highly anxious customer while providing the reason.

A good example is a notary knowing the laws in California not to notarize a Last Will Of Testament without an attorney’s request due to a two witness signatures protocol of California that did not require notarizations whatsoever. In fact, California courts have been known to turn down notarized Wills ineligible for consideration in its recent history. Such knowledge of the law by a notary isn’t the “unauthorized practice of the law.”

A Notary Public as a public servant doesn’t mean we must obey what our customer requests are, but to uphold the laws related to any particular document provided they are expecting to be notarized. I let my customer know I won’t notarize a Will unless an attorney requests one.

Another good example is how a Notary Public loan signing agent knows about the requirements to only notarize the docs in mortgage packages if there’s notarial language provided in a particular document. In other words, if the borrower wants to add unauthorized notarizations simply to make them feel less anxious over possible rejection of the home loan, the notary is required to refer them to call the escrow company. Such response isn’t the “unauthorized practice of law.”

Notary Public’s aren’t meant to be mindless robots to agree to notarize whatever’s asked of them by the paying customer. It’s not the “unlawful practice of law” to do our duties as required by State laws.

In CA there are only a few acceptable reasons for a Notary Public to refuse a request for notarization; refusal to sign a Notary’s made up disclaimer acknowledging that the document presented does not require notarization, is not one of those.

While knowledge of the law is not considered “unauthorized practice of law”, sharing that knowledge with a customer is. Sharing incorrect information is even more egregious

For instance, there is no documented case where “…courts have been known to turn down notarized Wills ineligible for consideration…”, solely because it was notarized. A Will that has been notarized in lieu of being witnessed by 2 individuals, may be inadmissible.

In yet another violation of a signer’s right to notarial services, you state that you “…won’t notarize a Will unless an attorney requests one.” A will does not have to be prepared by an attorney to be valid and/or accepted by a Court. In fact, many people prepare their own estate planning documents by way of online services, and others by document preparation services. So, under your Notary rules these people are not eligible for services?

You cannot possibly know every document that does, or does not, require notarization. Picking and choosing based on your “knowledge of the law”, or identifying the request as “baseless”, is without question, UPL, and a violation of State laws. Also, a persons anxiety, or level thereof, is irrelevant to the services requested.

You serve the public at the discretion of the Secretary of State. It is not in your purview to make up rules and forms as you see fit, but to execute the duties of your office according to the rules and regulations of the CA SOS and to the oath you took and swore to uphold. In a nut shell: (1) validate the identity of the signer, (2) Confirm the signer’s willingness and awareness to sign the document. The content and purpose are irrelevant and none of your business.

I await your response which I’m sure will include legal and/or supporting citations. If not, don’t bother.

1 Like

Don’t most wills contain a Self-Proving Affidavit? Suppose the client uses Legal Zoom to create their will. Are you saying you’d refuse to notarize it?

Can you explain what you mean here? It’s not clear:

In fact, California courts have been known to turn down notarized Wills ineligible for consideration in its recent history.

Knowing laws pertaining to being a notary is one thing. It’s possible not everyone is cut out for notary work because of their own anxieties.

1 Like

The original post is confusing. Of course anyone can draw up their own will without the participation of an attorney, in California, at least. A quick look-up will confirm that. Why would LegalZoom and others like them offer Will and Estate Plan programs that need no attorney if this was not so. It has nothing to do with the practice of law - authorized or unauthorized.

Please provide authoritative chapter and verse supporting the assertion that an attorney MUST be involved in the drafting or modifying of a will. It could be construed that a notary who declines to notarize a will without the participation of an attorney is, in an of itself, the unauthorized practice of law since it is an affirmative statement about “requirements” ostensibly, “under the law”.

2 Likes

This part :clap:

Chau for now,

Karina :victory_hand:

1 Like

Oh, I think you hit the nail on the head. I don’t know why so many get into this or any other professions where they have no clue how to work for themselves, how to research, problem solve, anything.
It seems as though many people just jump into self employment with an employee mentality and not a be your own boss mentality. So many do not problem solve and just ask a Facebook page for answers. Not just notary work on that one. I see it in every day life as well. I also see other notaries on pages though asking the most basic things. Or they cant choose a printer. People who want to be a notary saying “how do I get my commission?” Then they get commissioned and say I’m too afraid to go do a signing or they’re so nervous they mess it up. Even just a general notarization for those who aren’t ready go severely wrong.

1 Like

This is OP’s second installment. See “I Found a Loophole in Notary Work” posted Oct 29.

2 Likes