Estate Planning with Proof: Remote Execution for Estate Documents
Proof is a technology platform enabling remote electronic execution of estate planning documents like wills and powers of attorney, but it is not a law firm, does not provide legal advice, and requires users to consult their own legal counsel to ensure compliance with varying state laws and document types before using its e-signature and remote online notarization services.
Using Proof for Estate Planning Documents
Proof is a technology platform for remote electronic execution of legal documents. This page explains what our platform does, what it doesn't do, and what you need to figure out with your own legal counsel before engaging with us.
We are not a law firm and do not provide legal advice. Proof does not guarantee that any document executed on our platform will be accepted by a court, probate authority, or other third party. Before engaging our sales team, you must work through the questions below with your own legal counsel.
Step 1 — Before You Reach Out
Orient Yourself First
In order to assess if Proof is the right fit, your legal team needs to:
- 1.
What documents are in your estate planning package?
- Wills, trusts, pour-over wills, powers of attorney, and advance directives are not treated the same under state law. Different document types carry different execution requirements. Know what you're building before you call us.
- 2.
Which states will your clients be signing from?
- Proof's execution capabilities are available in most states, but legal requirements — and court acceptance of electronically executed documents — vary significantly by testator domicile and state of execution.
- 3.
Do you intend to use a choice-of-law provision?
- Some practitioners execute documents under a specific state's law regardless of where the testator lives. If you're considering this — for example, executing Nevada wills for signers located across multiple states — your legal counsel must evaluate and confirm this strategy. We don't recommend or endorse any specific approach.
Step 2 — Match to What We Offer
What Proof Supports — and What It Doesn't
Once you've answered those three questions, use this section to assess whether what Proof offers fits your requirements. This is the menu — you need to choose from it.
What Proof Supports
- E-signature and Remote Online Notarization (RON) over video, with identity verification and a tamper-evident audit trail
- Co-located witnesses — your client brings their own witnesses who are physically present during the session in the same room as the signer during the notary session
- On-demand witnesses (1 or 2) — Proof provides witnesses during the live notary meeting
- Remote witnesses as additional RON signers — for workflows where witness signatures themselves require notarization
- On-demand notaries in 5 states (FL, VA, PA, TX, NV) serving transactions across all 50 states
- ID review by on-demand witnesses, as required by certain states for specific document types
- APIs to programmatically return documents to your system of record post-completion
What Proof Does Not Do
- Proof does not act as a qualified custodian. If your state requires custodianship of digital wills, you must arrange this separately.
- Proof does not provide on-demand notarized witness signatures at scale. Workflows requiring this need to be discussed with our team before assuming it's supported.
- Proof does not guarantee document acceptance by any court, probate registry, or authority.
- Proof does not provide legal advice, interpret state laws, or tell you which choice-of-law provision is appropriate for your use case.
Witnessing Workflows — How They Work
Because witness requirements vary significantly by state and document type, confirm your legal requirements with counsel so our team can align you with the right workflow.
Witnesses Without Notarization
- Co-located witnesses — your client brings their own witnesses who are physically present in the same room during the notary session.
- On-demand witnesses — Proof provides 1 or 2 witnesses on-demand during the live notary session.
Witnesses With Notarization Required
- Remote witnesses as RON signers — the witness is added as a separate RON signer, completes identity verification, and joins the live video session alongside the primary signer. Required for certain self-proving wills.
On the location of our notaries: Proof's on-demand notaries are based in FL, VA, PA, TX, and NV — and they serve transactions across all 50 states. Whether a notary in one state can notarize a document for a signer in another depends on choice-of-law provisions and interstate recognition rules your counsel must evaluate. The notary's state does not necessarily dictate which state's law governs the will.
Step 3 — Assess the Fit
Is This a Good Fit for You?
Be honest about where you are. Customers who are still figuring out their legal framework end up costing both sides time.
Proof is Likely a Good Fit If You…
- Have already worked with legal counsel to identify which states and document types you intend to serve
- Understand the execution requirements for those states and documents
- Have a clear position on choice-of-law and custodianship
- Are already doing this today with another vendor and want to switch
- Are looking for a technology platform to execute a workflow you've already designed
Proof is Not a Good Fit If You…
- Are still in the research phase of determining where you can legally offer electronic estate planning
- Are looking for us to guide the legal analysis of your use case
- Haven't had an attorney review your platform's specific implementation
- Don't yet know what documents you're executing, in which states, or under which law
- Expect us to confirm that your documents will be accepted by courts or probate registries
Step 4 — Talk to Sales
Ready to Have a Conversation?
If you've worked through everything above and believe Proof can support your use case, fill out the form below. Our team will review your responses and follow up — typically within 2 business days.
Contact Our Sales Team
Tell us about your use case so we can have a productive first conversation.
- First name*
- Last name*
- Email*
- Job title*
- Company name*
- Are you executing these documents today with another vendor?*
- Yes - we have an existing vendor and want to switch to Proof
- Yes - we have an existing vendor and are evaluating alternatives
- No - we're doing this on paper today and want to go digital
- No - this is a new initiative
- Who Will Process These Transactions?*
- Our own internal notaries
- Proof's on-demand notaries
- Co-located witnesses our clients bring
- On-demand witnesses from Proof
- Not sure yet
- Anticipated Annual Volume*
- Tell us about your use case*
Related
Notary Capacities Overview
Proof supports three notary capacities—On-Demand Notary (ODN), Notary-Sourced Transaction (NST), and In-House Notary (IHN)—each with distinct setup processes and transaction scopes, where ODNs serve the Notarize Network's on-demand queue in select states, NSTs operate independently for their own clients, and IHNs work within organizations with permissions set by admins, all requiring review and approval before activation.
Recipient Experience FAQs
The Business Pro plan on Proof supports multi-signer transactions through co-located signing (multiple signers together on one device), split signing (signers in different locations signing separately with separate fees), and concurrent signing (signers in different locations signing simultaneously in one meeting), requires individual identity verification for each signer, allows inclusion of representative signers, and supports various types of witnesses via the Notarize Network.
Supplemental Terms
The Supplemental Terms document, last modified on June 19, 2026, outlines additional user-, service-, and use case-specific terms applicable to various categories such as Business entities, Notary Users, Subscribers, and specific services like In-House Notary and Real Estate, while also defining incident priority levels ranging from critical to minimal business impact based on the severity of service functionality disruption.
Create an In-House Notary Account – Proof Help Center
The guide details the step-by-step process for In-House Notaries to create a Proof platform account, including obtaining state authorization for online notarizations, submitting required documents like a paper commission and digital certificate, completing training and assessments, and following account setup procedures such as receiving organizational invitations and enabling multi-factor authentication.
Acceptable Use Supplement
The Acceptable Use Supplement, effective June 19, 2026, governs users of Proof's identity verification and fraud-prevention services by clarifying that users are solely responsible for interpreting risk scores and fraud indicators, prohibits use of the services for Fair Credit Reporting Act (FCRA) purposes or as consumer reports since Proof is not a Consumer Reporting Agency, and replaces the prior Defend Supplement within the Proof agreement framework.
Proof General Terms
The Proof General Terms, last updated June 19, 2026, govern all Users accessing the Platform—including Subscribers, End Users, Participants, Notary Users, and Verification Portal Users—requiring acceptance via agreement and mandating individual arbitration instead of jury trials or class actions, with detailed definitions and remedies outlined in the document.