DOCUMENT GUIDE
Before requesting notary follow-up
A practical guide to preparing the information for your enquiry.
A document’s name does not fully explain the intended outcome. Before requesting notary follow-up, bring together its purpose, parties and recipient so the requirements can be reviewed.
Define the purpose
Explain the action or procedure the document is intended to support without assuming which legal wording is suitable. A previous template may not fit a new purpose.
- Do you have a draft or need the requirements clarified first?
- Who will use the document, and with which entity?
- Has the recipient provided written instructions?
Identify parties and capacities
Acting personally and representing a company or another person may involve different information. Explain the relevant capacity and available supporting records without including unnecessary sensitive details.
Check before making arrangements
Attendance, language, electronic channels and document format depend on the service and relevant entity. Do not make arrangements solely on an assumption or someone else’s experience.
- What information is still missing?
- Are translation or party-participation requirements involved?
- What does coordination cover, and what is issued by the authorised entity?
The next step
Send a short description of the purpose, recipient and parties. If your case involves selecting powers or obtaining legal advice, an appropriate specialist may need to review the wording before it is finalised.