<?xml version="1.0" encoding="UTF-8" ?><!-- generator=Zoho Sites --><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:content="http://purl.org/rss/1.0/modules/content/"><channel><atom:link href="https://www.thenotaryeducationgrp.com/blogs/tag/notary-best-practices/feed" rel="self" type="application/rss+xml"/><title>The Notary Education Group LLC - Blog #notary best practices</title><description>The Notary Education Group LLC - Blog #notary best practices</description><link>https://www.thenotaryeducationgrp.com/blogs/tag/notary-best-practices</link><lastBuildDate>Fri, 19 Jun 2026 22:49:05 -0700</lastBuildDate><generator>http://zoho.com/sites/</generator><item><title><![CDATA[Notary Journals: Do You Really Need One?]]></title><link>https://www.thenotaryeducationgrp.com/blogs/post/notary-journals-do-you-really-need-one</link><description><![CDATA[Notary Journals: Why Every Notary Should Keep One (Even If It’s Not Required) Introduction: More Than Just a Book of Notes Some notaries view journals ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_bBO85ULtQRuNkEvm68iZMg" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_vGmC7tuiTU6jj9jg7QVlEQ" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_8Pp69BV9Qi-ZUB8zQhL9uA" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_Oo7bL8L_Tky0ztgyGX-EMQ" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><div><div><div><div><div><div><h2><span>Notary Journals: Why Every Notary Should Keep One (Even If It’s Not Required)</span></h2></div>
<div><div><p></p><div><h2><strong>Introduction: More Than Just a Book of Notes</strong></h2><p>Some notaries view journals as optional. But what if your career, reputation, or even your personal finances depended on keeping one? While not every state requires a notary journal, experienced professionals know it’s the single most important safeguard in their toolkit.</p><p>In this article, we’ll explore why journals matter, highlight real court cases where journals were the deciding factor, and share best practices to protect yourself and your clients.</p></div>
<p></p></div></div><div><div><p></p><div><div><hr/><h2><strong>What Is a Notary Journal?</strong></h2><p>A notary journal is a chronological record of every notarization you perform. Each entry captures details such as the date, type of notarization, document description, signer’s identification, and signature.</p><p>Journals come in two main forms:</p><ul><li><p><strong>Physical bound journals</strong> – traditional, handwritten, and widely accepted in court.</p></li><li><p><strong>Electronic journals</strong> – encrypted and timestamped, required in many states for Remote Online Notarization (RON).</p></li></ul><hr/><h2><strong>Is It Required by Law?</strong></h2><ul><li><p><strong>Some states (like CA and TX)</strong>: Keeping a journal is <em>mandatory</em>.</p></li><li><p><strong>Others (like FL, MI, and NY)</strong>: Journals are not always required, but they’re still highly recommended.</p></li></ul><p>Even if your state doesn’t mandate it, skipping the journal could expose you to liability in disputes, audits, or lawsuits.</p><hr/><h2><strong>Why Keeping a Journal Matters</strong></h2><ul><li><p>✅ <strong>Proof of Service</strong> – verifies that you properly performed the notarization.</p></li><li><p>✅ <strong>Fraud Prevention</strong> – deters document tampering or misuse.</p></li><li><p>✅ <strong>Legal Backup</strong> – provides credible evidence in disputes or litigation.</p></li><li><p>✅ <strong>Professionalism</strong> – shows clients you take your responsibilities seriously.</p></li></ul></div>
<br/><p></p><div></div><p></p></div><p></p></div></div><div><h2><span>Real Court Cases: When the Journal Made the Difference</span></h2></div>
<div><div><figure><span style="cursor:pointer;"><img src="https://thenotaryeducationgrp.zohosites.com/ChatGPT%20Image%20Aug%2027-%202025-%2008_49_16%20AM.png"/></span></figure><div><h3><span>Case 1: The Missing Thumbprint – $250,000 Lawsuit</span></h3><div><p><span>A notary failed to include a required thumbprint in their journal. The signer was later revealed to be an impostor, and the notary was sued for <strong>$250,000</strong>. The case was settled, but the notary’s errors &amp; omissions (E&amp;O) insurance was exhausted in covering the claim.<br/> 👉 <em>Lesson: Even small omissions can have enormous consequences.</em></span></p><p><em><a href="https://www.nationalnotary.org/notary-bulletin/blog/2017/01/four-case-studies-notary-liability?srsltid=AfmBOoq98vMEfET5kHeI6j4BNTG43meX_qvN6y1KR54D-pNaVh-Ak7Qq&amp;utm_source=chatgpt.com" title="National Notary Bulletin" target="_blank" rel="">National Notary Bulletin</a></em></p></div>
</div></div></div><div><div><figure><span style="cursor:pointer;"><img src="https://thenotaryeducationgrp.zohosites.com/ChatGPT%20Image%20Aug%2027-%202025-%2008_55_46%20AM.png"/></span></figure><div><h3><span><span>Case 2: Multiple Mistakes, Massive Liability</span></span></h3><div><p><span></span></p><div><p>In a deed of trust notarization, the notary:</p><ul><li><p>Relied on a single identifying witness without personally knowing them, and</p></li><li><p>Failed to collect thumbprints.</p></li></ul><p>A handwriting expert determined the signatures were likely forgeries. Again, the notary had to depend on E&amp;O coverage.<br/> 👉 <em>Lesson: Proper ID verification and complete journal entries are non-negotiable.</em></p><p><em><a href="https://www.nationalnotary.org/notary-bulletin/blog/2017/01/four-case-studies-notary-liability?srsltid=AfmBOoq98vMEfET5kHeI6j4BNTG43meX_qvN6y1KR54D-pNaVh-Ak7Qq&amp;utm_source=chatgpt.com" title="National Notary Bulletin" target="_blank" rel="">National Notary Bulletin</a></em></p></div><em></em><p></p></div>
</div></div></div><div><div><figure><span style="cursor:pointer;"><img src="https://thenotaryeducationgrp.zohosites.com/ChatGPT%20Image%20Aug%2027-%202025-%2009_00_24%20AM.png"/></span></figure><div><h3><span><span>Case 3: Audit Finds Incomplete Entries</span></span></h3><div><p><span><span>A Florida county audit of notary journals (2022–2024) revealed that three notaries had <strong>24% incomplete entries</strong>—missing signer information and other details. While not a court case, the audit flagged these omissions as significant liability risks.<br/> 👉 <em>Lesson: Even routine audits can uncover vulnerabilities that might turn into lawsuits.</em></span><em></em></span></p><p><em><a href="https://www.mypinellasclerk.gov/Portals/0/Inspector%20General/2024/Report%202024-31.pdf?ver=Ini8c8NoEc0owfvfCIAN1A%3D%3D&amp;utm_source=chatgpt.com" title="Pinellas County Clerk" target="_blank" rel="">Pinellas County Clerk</a></em></p></div>
</div></div></div><div><div><figure><span style="cursor:pointer;"><img src="https://thenotaryeducationgrp.zohosites.com/ChatGPT%20Image%20Aug%2027-%202025-%2009_28_17%20AM.png"/></span></figure><div><h3><span><span>Case 4: A Journal That Saved the Notary</span></span></h3><div><p><span><span>In Florida, a notary was questioned about notarizations performed over a decade earlier. Fortunately, she had retained her journals, which clearly showed that she followed proper procedure. This record kept her from being implicated in fraudulent re-notarizations by another notary.<br/> 👉 <em>Lesson: Journals can protect you years later—even when your state doesn’t require them.</em></span><em></em></span></p><p><em><a href="https://www.nationalnotary.org/notary-bulletin/blog/2017/06/take-care-notary-journals-need-them?srsltid=AfmBOorlQIJfPZ0I1px9dwWJ-2BtG_Lvrely1HF1jrPyzM__hLKUyrnJ&amp;utm_source=chatgpt.com" title="National Notary Bulletin" target="_blank" rel="">National Notary Bulletin</a></em></p></div>
</div></div></div><div><div><p></p><div><h2><strong>Best Practices for Notary Journals</strong></h2><ul><li><p>Always record the <strong>date, type of act, and document type</strong>.</p></li><li><p>Include <strong>signer identification details</strong> and have them sign the journal.</p></li><li><p>Never leave blank lines (draw a line through unused space).</p></li><li><p>Store journals securely—locked cabinet for paper, encrypted storage for digital.</p></li><li><p>For RON, use a <strong>state-approved eJournal system</strong>.</p></li></ul><hr/><h2><strong>The Future of Notary Journals</strong></h2><p>As Remote Online Notarization expands, more states are requiring secure <strong>electronic journals</strong>. These provide built-in protections like timestamps, encryption, and easier retrieval if challenged in court.</p><p>But whether paper or digital, the principle remains the same: your journal is your best line of defense.</p><hr/><h2><strong>Conclusion: Your Seal Deserves Protection</strong></h2><p>Notaries do more than witness signatures—they safeguard trust, prevent fraud, and protect legal rights. A notary journal is the record that proves you did your job correctly.</p><p>So, do you really need one?<br/><strong>Yes—because the only thing riskier than keeping a journal is not keeping one.</strong></p><p>👉 Looking to strengthen your notary skills and compliance? Join our upcoming trainings at www.thenotaryeducationgrp.com or book professional notary services at www.belisenotary.com</p></div>
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</div></div> ]]></content:encoded><pubDate>Wed, 27 Aug 2025 08:40:20 -0400</pubDate></item><item><title><![CDATA[Legal Name vs. Assumed Name: What Every Notary and Signer Needs to Know]]></title><link>https://www.thenotaryeducationgrp.com/blogs/post/legal-name-vs.-assumed-name-what-every-notary-and-signer-needs-to-know</link><description><![CDATA[Legal Name vs. Assumed Name in Notarizations: Why It Matters As a Notary Public, you're not just a witness to signatures — you're a guardian of truth ]]></description><content:encoded><![CDATA[<div class="zpcontent-container blogpost-container "><div data-element-id="elm_QG4GKKLYSLaLBQ8X3LdrpQ" data-element-type="section" class="zpsection "><style type="text/css"></style><div class="zpcontainer-fluid zpcontainer"><div data-element-id="elm_xRbRZvD-QRyjnnASZmPSuA" data-element-type="row" class="zprow zprow-container zpalign-items- zpjustify-content- " data-equal-column=""><style type="text/css"></style><div data-element-id="elm_3lw15d8aSgaoyo5N79LrXQ" data-element-type="column" class="zpelem-col zpcol-12 zpcol-md-12 zpcol-sm-12 zpalign-self- "><style type="text/css"></style><div data-element-id="elm_Fi16lKV8Q3WoPETduYs7Ng" data-element-type="text" class="zpelement zpelem-text "><style></style><div class="zptext zptext-align-center " data-editor="true"><div><div><div><div><div><div><div><h2><span><span>Legal Name vs. Assumed Name in Notarizations: Why It Matters</span></span></h2></div>
<div><div><p></p><div><p>As a Notary Public, you're not just a witness to signatures — you're a guardian of truth and identity. One common challenge we face is when signers attempt to use an <strong>assumed name</strong> or an <strong>alias</strong> instead of the <strong>legal name</strong> listed on their identification.</p><p>Let’s explore the key differences between these names, the rules around their use in notarizations, and how to protect your commission while educating your signers.</p></div>
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</div><div><h2><span>What is a Legal Name?</span></h2></div><div><div><p></p><div><p>A <strong>legal name</strong> is the name listed on an individual's official government-issued identification, such as a driver's license or passport. This is the name notaries must rely on when confirming a signer's identity. It's the name that should be reflected on any document being notarized, unless otherwise structured with appropriate language.</p></div>
<p></p></div></div><div><h2><span>What is an Assumed Name or Alias (AKA)?</span></h2></div>
<div><div><p></p><div><p>An <strong>assumed name</strong>, sometimes called a &quot;doing business as&quot; (DBA) name or alias, is a name someone may use in personal or professional contexts. For example:</p><ul><li><p>A signer named “Rebecca Jones” may go by “Becky Jones.”</p></li><li><p>A business owner named “James A. Smith” might sign as “Jim Smith” in day-to-day transactions.</p></li></ul><p>People may also include &quot;AKA&quot; (Also Known As) to reference their alias on documents, such as:<br/><strong>“Rebecca Jones AKA Becky Jones”</strong></p></div>
<p></p></div></div><div><div><p></p><div><h3><strong>Why This Matters in Notarizations</strong></h3><p>As a notary, <strong>you are required to confirm that the person signing the document is the same person identified on their ID</strong>. If a signer attempts to use a name that does not match their ID — even if it’s a commonly known nickname — this creates a red flag.</p><p>Using an assumed name without the proper structure in the document may:</p><ul><li><p>Invalidate the notarization</p></li><li><p>Delay legal proceedings</p></li><li><p>Lead to accusations of fraud</p></li><li><p>Put your commission at risk</p></li></ul><hr/><h3><strong>Exceptions &amp; How to Handle “AKA” Situations</strong></h3><p>There <strong>are exceptions</strong> where a document may be correctly drafted to include both the legal name and assumed name. In these cases, the drafter may structure the signature line like:</p><blockquote><p><strong>“Rebecca Jones, also known as Becky Jones”</strong></p></blockquote><p>If the signer’s ID reflects “Rebecca Jones,” and the document clearly shows the alias, you may proceed — provided <strong>Rebecca Jones</strong> is the one signing and identified.</p><p>👉 <strong>Important:</strong> The notarial certificate must still reflect only the name on the identification presented, unless state law says otherwise.</p></div>
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</div><div><h2><span>What If the Document Only Shows the Assumed Name?</span></h2></div>
<div><div><p></p><div><p>If the document is drafted <strong>using only the signer's assumed name</strong> — and that name <strong>does not appear anywhere on their ID</strong> — you <strong>may not proceed with the notarization</strong>.</p><p>This is a critical compliance checkpoint. The notary cannot verify a signer’s identity if the name on the document and the name on the ID do not align in some recognizable and documented way.</p><p>👉 <strong>Your Best Course of Action:</strong><br/> Kindly advise the signer to contact the document drafter or preparer and request one of the following:</p><ul><li><p>A <strong>revised version of the document</strong> that includes both the legal name and the assumed name (e.g., “Rebecca Jones, also known as Becky Jones”), or</p></li><li><p><strong>An additional statement or attachment</strong> that clearly connects the assumed name to the legal name, ideally signed and acknowledged by the appropriate authority</p></li></ul><p>Without that clarity, you could unintentionally notarize a document that may be rejected or questioned — and that could place liability on you.</p></div>
<p></p></div></div><div><div><p></p><div><h3><strong>Educating the Signer</strong></h3><p>It’s essential to explain that <strong>a notary cannot notarize a document if the name signed does not match the ID presented.</strong> Encourage signers to:</p><ul><li><p>Have documents correctly drafted with both names if necessary.</p></li><li><p>Avoid signing with a name not shown on their ID.</p></li><li><p>Consult with the receiving agency if they insist on using an alias.</p></li></ul><hr/><h3><strong>Protecting Your Commission</strong></h3><p>Document the situation in your notary journal:</p><ul><li><p>Note the name on the ID</p></li><li><p>Note any discrepancies or aliases on the document</p></li><li><p>Describe how the situation was resolved</p></li></ul><p>This protects your notarial act and keeps a record in case questions arise later.</p></div>
<p></p></div></div><div><div><p></p><div><h3><strong>Final Thought from the CEO's Desk</strong></h3><p>Whether you’re notarizing a power of attorney, real estate documents, or an affidavit, clarity on the signer’s name is non-negotiable. A notary’s role is to uphold integrity in every transaction — and that begins with proper name verification.</p></div>
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