Explaining Documents Without Giving Legal Advice: What a Notary Should — and Shouldn’t — Do

 One of the most common moments of hesitation during a signing is when a client says:

“Wait… what is this document for?”

It’s a perfectly reasonable question — after all, most clients aren't familiar with forms like the 1003, Payoff Statement, or Note. But there’s a fine line between helping and overstepping.

As a notary, my role is to guide — not to advise.

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✅ Here’s What I Can Do as Your Notary:

• Give general descriptions of common documents
  “This is your mortgage — it secures the loan to your property.”

• Help identify signature and initial lines
  “Please sign here, and initial the bottom corner.”

• Point out where dates, names, or IDs are required
  “This section just confirms your name and address.”

• Refer you to the right party for questions I can’t answer
  “That’s a great question — I recommend calling your loan officer before we continue.”

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🚫 What I Can’t Do:

• Interpret legal terms or outcomes

• Estimate closing costs, payments, or escrow timelines

• Advise whether you should sign or cancel

• Fill out forms for you

Even if I know the answer — it’s not my place to say.

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🤝 My Goal is Comfort, Not Confusion

I explain things clearly, stay neutral, and support your decision-making — all while ensuring the signing stays compliant and smooth.

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📞 Need a patient, knowledgeable notary who knows where the line is — and respects it?

Let’s connect.
📧 notary@rondaboiceconsulting.xyz
📱 610-972-9976
🌐 rondaboiceconsulting.xyz