Disclaimer & Terms of Service

LDA Status & Registration

TrustPoint Disability & Legal Services LLC is a Registered Legal Document Assistant (LDA) in the County of Santa Clara, State of California, in compliance with California Business & Professions Code §6400-6415.

County Clerk Contact

Our LDA registration is on file with the Santa Clara County Clerk-Recorder's Office. To verify our registration or report a concern, you may contact:

Santa Clara County Clerk-Recorder's Office
70 W. Hedding Street, 1st Floor East Wing
San Jose, CA 95110
Phone: (408) 299-5688
Website: clerkrecorder.sccgov.org

Not a Law Firm or Attorney

TrustPoint Disability & Legal Services LLC is not a law firm and is not licensed to practice law in California or any other jurisdiction. Our staff are not attorneys.

If you require legal advice, representation in court, or any service that constitutes the practice of law, you must consult a licensed California attorney. We are happy to provide referrals to attorneys, the Santa Clara County Bar Association, or local legal aid organizations.

Free or Low-Cost Legal Help

Pursuant to California law, we are required to inform you that you may be eligible for free or low-cost legal representation through:

• Santa Clara County Bar Association Lawyer Referral Service — sccba.com · (408) 971-6822
• Legal Aid at Work — legalaidatwork.org
• Pro Bono Project Silicon Valley — probonoproject.org
• California Courts Self-Help — selfhelp.courts.ca.gov

Scope of Services

As a registered LDA, TrustPoint is authorized to provide self-help services to members of the public who are representing themselves in legal matters. The scope of our services is limited to the following:

What We CAN Do

• Prepare legal documents at your specific direction
• Type, format, and complete court forms accurately
• File completed documents with the appropriate courts or agencies
• Serve documents on opposing parties (when authorized)
• Provide general legal information and self-help materials authored by attorneys
• Explain procedural requirements (not legal strategy)
• Assist with bankruptcy petition preparation under 11 U.S.C. §110
• Refer you to a licensed attorney when appropriate

What We CANNOT Do

• Give legal advice, opinions, or recommendations of any kind
• Select the specific forms you need for your matter
• Advise you on legal strategy, rights, defenses, or remedies
• Represent you in court at any hearing, trial, or proceeding
• Negotiate with opposing parties or their attorneys on your behalf
• Interpret court orders, statutes, regulations, or case law for you
• Predict the outcome of your legal matter
• Hold ourselves out as paralegals to the public (illegal under §6452)
• Make any guarantee or promise regarding the outcome of your matter

No Attorney-Client Relationship

Use of this website, communication with TrustPoint by any means (telephone, email, text message, in-person consultation, or contact form), or engagement of our services does not create an attorney-client relationship between you and TrustPoint or any of its staff.

Information you provide to us is not protected by attorney-client privilege. We are not bound by the same confidentiality obligations as a licensed attorney. While we treat all client information with professional discretion and protect it under our Privacy Policy (Section 8), do not send us any privileged or confidential information you would not want disclosed in a court proceeding.

For legal matters that require an attorney-client privileged relationship, you must retain a licensed attorney.

Right to Cancel — 24-Hour Rescission

Pursuant to California Business & Professions Code §6410(f), you have the right to cancel your service contract with TrustPoint within twenty-four (24) hours of signing it, for any reason and without penalty.

Upon cancellation, we will immediately refund all fees you have paid, except for fees relating to services that were actually, necessarily, and reasonably performed during the 24-hour period — and only if you knew about and agreed in writing that we would perform those services within the 24-hour window.

Mailing Address for Cancellation

TrustPoint Disability & Legal Services LLC
434 Blossom Hill Rd
San Jose, CA 95123

Fees, Refunds & Payment Terms

Flat-Fee Pricing

TrustPoint charges flat fees for document preparation services. The total fee for your matter, along with any third-party costs (state filing fees, court fees, recording fees, etc.), will be itemized in your written service agreement before any work begins.

Payment

Payment is due as outlined in your service agreement. We accept cash, check, money order, and major credit/debit cards. Returned checks are subject to a $25 fee.

Third-Party Fees

Government filing fees, court costs, recording fees, publication fees, certified copies, and similar third-party costs are separate from our service fees and are paid directly to the issuing agency. These costs are non-refundable once paid to the third party.

Refund Policy

• 24-hour rescission — Full refund of TrustPoint fees if you cancel within 24 hours of signing (see Section 5)
• Before work begins — Full refund of TrustPoint fees minus a reasonable consultation fee, if applicable
• After work has begun — Refund of unearned portion of TrustPoint fees only; work already performed is non-refundable
• Third-party costs — Government fees, court costs, and similar third-party charges are not refundable once paid
• Completed services — Once your documents are prepared and delivered, fees for those services are non-refundable

Refund requests must be made in writing to our office. We will process valid refund requests within 30 days.

Disputed Charges

If you have a billing dispute, please contact us first at (408) 766-3532 so we can attempt to resolve the matter directly.

Website Terms of Use

By accessing or using trustpointdisabilityandlegalservices.com (the "Website"), you agree to be bound by these Terms of Use. If you do not agree, please do not use this Website.

Permitted Use

This Website is provided for informational purposes only. You may view, download, and print pages from this Website for your personal, non-commercial use, provided you do not modify the content and you retain all copyright and proprietary notices.

Prohibited Use

You may not:

• Use this Website for any unlawful purpose or in violation of these Terms
• Attempt to gain unauthorized access to any portion of this Website
• Use any automated system (bots, scrapers, etc.) to access this Website
• Interfere with the Website's functionality or security
• Reproduce, duplicate, copy, sell, or exploit any portion of the Website for commercial purposes without our prior written consent
• Use TrustPoint trademarks, logos, or branding without written permission

Information Accuracy

While we make reasonable efforts to ensure information on this Website is accurate and current, we make no representations or warranties about the completeness, accuracy, reliability, suitability, or availability of the information. Laws, regulations, fees, and procedures change frequently. Information on this Website should not be relied upon as legal advice or as a substitute for consulting a licensed attorney.

Intellectual Property

All content on this Website — including text, graphics, logos, images, and software — is the property of TrustPoint Disability & Legal Services LLC or its content suppliers and is protected by United States and international copyright laws. The TrustPoint name and logo are trademarks of TrustPoint Disability & Legal Services LLC.

Privacy Policy

TrustPoint respects your privacy. This section describes how we collect, use, and protect your personal information.

Information We Collect

We may collect the following types of information:

• Information you provide — name, address, phone number, email, date of birth, Social Security Number (when required for specific filings), case details, and other information necessary to prepare your documents
• Identification documents — government-issued ID, passports, immigration documents, and similar items required for verification or filing
• Website usage data — IP address, browser type, pages visited, and similar analytics data collected automatically
• Cookies — small data files stored on your device to enable website functionality and analytics

How We Use Your Information

Your information is used solely for:

• Preparing and filing your legal documents
• Communicating with you about your matter
• Processing payments and maintaining business records
• Complying with applicable laws and regulations
• Improving our website and services

Information Sharing

We do not sell, rent, or trade your personal information. We may share your information only with:

• Courts, government agencies, and third parties as required to file or prepare your documents at your direction
• Service providers (payment processors, secure document storage, etc.) who are bound by confidentiality obligations
• Law enforcement or government authorities when required by law, court order, or to protect our legal rights

Data Security

We implement reasonable physical, electronic, and administrative safeguards to protect your information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

Your Privacy Rights (California Residents)

Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents have the right to:

• Know what personal information we collect, use, and disclose
• Request deletion of personal information (subject to legal retention requirements)
• Correct inaccurate personal information
• Opt out of the sale or sharing of personal information (we do not sell or share your data)
• Non-discrimination for exercising your privacy rights

To exercise these rights, contact us at info@trustpointdisabilityandlegalservices.com or (408) 766-3532.

Document Retention

Pursuant to California law, we will return all of your original documents to you upon request, upon completion of services, or upon cancellation of our agreement. We retain copies of prepared documents for our records as required by law and professional standards.

Cookies & Analytics

This Website uses cookies and may use third-party analytics tools (such as Google Analytics) to understand how visitors use our site. You can disable cookies through your browser settings, though some Website features may not function properly without them.

Limitation of Liability

Disclaimer of Warranties

To the maximum extent permitted by law, TrustPoint provides its services and this Website "as is" and "as available" without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, non-infringement, or that the services will achieve any particular legal outcome.

Limitation of Liability

To the maximum extent permitted by law, TrustPoint, its members, employees, agents, contractors, and affiliates shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to lost profits, lost data, loss of goodwill, or any other intangible losses, arising from or related to:

• Your use of or inability to use our services or this Website
• Errors or omissions in any documents prepared at your direction
• Decisions you make based on information from this Website
• Any actions taken or not taken by courts, government agencies, or third parties
• Any unauthorized access to or alteration of your information

In no event shall TrustPoint's total liability to you exceed the amount you paid us for the specific service giving rise to the claim.

Your Responsibility

You acknowledge that:

• You are responsible for the accuracy of all information you provide to us
• You are responsible for reviewing all documents we prepare before signing or filing them
• You are responsible for understanding the legal implications of any documents you sign or file
• You are responsible for meeting all court deadlines and procedural requirements
• We rely on the information you provide and are not responsible for verifying its accuracy

Outcome Disclaimer

We make no guarantees or representations about the outcome of your legal matter. Past success in similar matters does not guarantee similar results. Court outcomes, agency decisions, and legal results depend on many factors beyond our control.

Third-Party Links & References

This Website may contain links to third-party websites, including (but not limited to) our partner Fingerscan Digital Inc., government agencies, court self-help centers, and other resources.

These links are provided for your convenience only. TrustPoint does not control, endorse, or assume responsibility for the content, accuracy, privacy practices, or any other aspect of third-party websites. Your use of third-party websites is at your own risk and subject to the terms and policies of those websites.

Fingerscan Digital Inc. Partnership

TrustPoint partners with Fingerscan Digital Inc., a separate California corporation that provides Live Scan fingerprinting, FBI channeling, ink card services, apostille services, mobile notary, business tax preparation, and process serving. Fingerscan Digital is a separate legal entity with its own terms, privacy policy, and pricing. Their services are governed by their own agreements, not these Terms.

Bilingual Services Notice

TrustPoint provides services in English, Spanish, and Vietnamese. Pursuant to California Business & Professions Code §6410(c), if oral negotiations leading to a service agreement were conducted in a language other than English, the written contract will be provided in that language as well.

Governing Law & Venue

These Terms and any service agreement between you and TrustPoint shall be governed by and construed in accordance with the laws of the State of California, without regard to its conflict of law principles.

Pursuant to California Business & Professions Code §6409.1, the venue for any action arising out of a dispute between TrustPoint and a client shall be the county in which the client has their primary residence.

Dispute Resolution

Before initiating any legal action, you agree to first attempt to resolve the dispute informally by contacting us at (408) 766-3532 or info@trustpointdisabilityandlegalservices.com. We will work in good faith to resolve concerns within 30 days.

Reporting Concerns

If you believe you have been a victim of fraud, the unauthorized practice of law, or any other injury related to legal document preparation services, you may contact:

• Local law enforcement or your local police department
• Santa Clara County District Attorney's Office — countyda.santaclaracounty.gov · (408) 299-7400
• State Bar of California — calbar.ca.gov · 1-800-843-9053
• Santa Clara County Clerk-Recorder's Office — (408) 299-5688
• California Department of Consumer Affairs — dca.ca.gov · 1-800-952-5210
• California Association of Legal Document Assistants (CALDA) — calda.org

If you have a concern about TrustPoint specifically, we encourage you to contact us first so we can address your concerns directly. Most issues can be resolved through direct communication.

Changes to These Terms

TrustPoint reserves the right to modify these Terms at any time. Changes will be effective when posted on this Website with an updated "Last Updated" date. Your continued use of our Website or services after changes are posted constitutes your acceptance of the modified Terms.

Material changes to these Terms will be brought to your attention through a notice on our homepage or via email if you have an active service agreement with us. We encourage you to review this page periodically.

Severability

If any provision of these Terms is held to be invalid or unenforceable, that provision shall be limited or eliminated to the minimum extent necessary, and the remaining provisions shall continue in full force and effect.

Entire Agreement

These Terms, together with any signed service agreement you have with TrustPoint, constitute the entire agreement between you and TrustPoint with respect to your use of our Website and services. They supersede all prior agreements, communications, or understandings.