What is the appropriate method to confirm an appointment with a signer?

The appropriate method to confirm an appointment with a signer involves direct communication that ensures clarity and a personal touch. Confirming via a phone call allows for immediate interaction, providing an opportunity to address any questions or concerns the signer might have about the appointment. Additionally, using a template during this call helps ensure that all necessary details are communicated consistently and thoroughly, reducing the likelihood of miscommunication.

This method fosters a personal connection, which can help build trust between the notary and the signer, and also allows for adjustments if needed based on the signer’s feedback. While other methods like sending an email or texting can be useful, they lack the immediate engagement and reassurance that a phone call can provide. Moreover, relying on a mutual acquaintance for confirmation may be less reliable and does not establish a direct line of communication with the signer.