CREDENTIALS:
✓ Registered and Bonded Legal Document Assistant #268
✓ IRS Registered Tax Preparer
✓ California Notary Public
✓ Trilingual: English | Español | Tiếng Việt
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This is for administrative purposes only. All information will be kept in the strictest confidence.
Comprehensive trust packages prepared by experienced legal professionals. Protect your assets and avoid probate with properly drafted documents tailored to your family’s needs.
Fast, secure deed filing service for transfers WITHOUT a real estate sale. Transfer property efficiently with electronic recording available in all California counties and all 50 states.
Navigate probate court requirements without expensive attorney fees. We prepare all necessary forms and filings for straightforward estate administration.
Complete conservatorship paperwork prepared according to California Probate Code. Establish legal authority to care for loved ones who cannot manage their affairs.
Clear eligible convictions from your record. Fresh start opportunities through proper petition preparation and court filing assistance.
Professional preparation for civil litigation paperwork including complaints, responses, motions, and unlawful detainer (eviction) actions.
Happy clients, every time.
Real results, reliable execution.
Trusted by businesses in California.
Unlike title companies that only handle property sales, we specialize in non-sale deed transfers. Transfer property to your trust, add family members to title, or handle divorce property transfers. We record in all California counties and 50 states through electronic filing—completed in 24-48 hours.
Licensed Legal Document Assistant, IRS Registered Tax Preparer, and California Notary Public. This unique combination allows comprehensive service integration from document preparation to tax implications and official notarization.
Know your costs upfront. No hourly billing surprises. Most clients save 50-70% compared to traditional attorney rates for identical document preparation.
Full services available in English, Spanish, and Vietnamese. Understand your legal documents in your preferred language.
Operating under California Business and Professions Code as Registered Legal Document Assistant #268 with proper bonding and county registration.
Most documents completed within 3-5 business days
Answer questions about your situation. Our intake form collects all information needed to prepare your documents accurately.
Pay your flat fee securely online. We begin preparing your documents immediately using your provided information.
Receive your completed documents for review. We make any necessary adjustments and provide filing instructions or notarization services.
Get professional legal document preparation at flat-fee pricing. Same documents. Better value. Transparent costs.
Yes. In California, a Licensed Legal Document Assistant (LDA) can prepare living trust documents under Business and Professions Code Section 6400-6415. TrustPoint is a registered LDA (#268) authorized to prepare trust documents, wills, and estate planning paperwork at your direction without attorney supervision.
Our flat-fee living trust packages start at a fraction of attorney costs. Unlike hourly billing, you know your exact cost upfront. Packages include trust documents, pour-over wills, and notarization. Contact us for current pricing specific to your situation.
Electronic deed recording allows property documents to be filed with county recorders digitally, reducing processing time from weeks to 24-48 hours. TrustPoint offers e-recording services for all 50 states, making us the only LDA in Santa Clara County with nationwide electronic filing capability.
Not always. For straightforward probate cases, a Licensed Legal Document Assistant can prepare your petition, inventory forms, and court filings at significantly lower cost. You retain control of your case while saving 50-70% compared to attorney fees. Complex contested matters may require legal counsel.
California expungement typically takes 3-5 months from filing to court approval. We prepare all petition documents and filing paperwork. Processing time varies by county—Santa Clara County currently averages 90-120 days for uncontested expungement petitions.
California conservatorship requires a petition, medical declarations, financial disclosures, and court investigation forms. Our conservatorship package includes all required documents prepared according to Probate Code requirements. We handle both person and estate conservatorships.
Absolutely. We provide comprehensive estate planning document services throughout Santa Clara County. Our packages include living trusts, wills, powers of attorney, and healthcare directives prepared by Licensed Legal Document Assistants with extensive experience in California estate planning requirements.
A paralegal works under attorney supervision, while a Licensed Legal Document Assistant operates independently under California law. LDAs must be registered, bonded, and comply with specific regulations. We can prepare your documents at your direction without attorney oversight, providing cost savings while maintaining professional standards.
Our comprehensive package includes: your choice of revocable or irrevocable living trust, Schedules A (real property), B (financial assets), and C (personal property), Durable Power of Attorney for finances, Pour-Over Will, Advanced Healthcare Directive, Declaration of Trust, funding checklist with instructions, and notarization services. All documents are California-compliant and customized to your specific situation.
Yes. We prepare specialized trust provisions including Medicaid asset protection planning to help qualify for long-term care benefits, and special needs trusts (SNT) designed to preserve government benefits for disabled beneficiaries. These advanced planning options can be added to your estate plan as needed.
Absolutely. We prepare all necessary deeds to transfer real property into your living trust, including grant deeds, quitclaim deeds, and trust transfer deeds. We also offer electronic recording services for same-day filing in Santa Clara County and 24-48 hour processing nationwide across all 50 states.
Title companies are structured to handle real estate sales transactions only—they require purchase agreements, escrow accounts, and buyer-seller relationships. If you need to transfer property to your trust, add a spouse to title, or gift property to family members, title companies cannot help you. As a Licensed Legal Document Assistant, we specialize in non-sale deed transfers. We prepare and record deeds in all California counties plus 50 states through electronic recording, completing most transfers in 24-48 hours without requiring a real estate transaction.
408-766-3532
HOURS:
Monday-Friday: 10am-6pm PST
408-680-7496
HOURS:
Quick responses during business hours
HOURS:
Response within 24 hours
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TrustPoint Disability & Legal Services
Registration: LDA268
Expiration: 03/17/2027
Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)
Need to transfer property to your trust, spouse, or family member? Title companies only handle sales transactions.
✓ We Transfer Deeds WITHOUT a Sale — Easy & Simple
✓ Record in ALL California Counties + 50 States
✓ Completed in 24-48 Hours with E-Recording