Registered and Bonded, Affordable, Trilingual—-Living Trusts, Deed Transfer & Probate

San Jose Legal Document Assistant

CREDENTIALS:

✓ Registered and Bonded Legal Document Assistant #268

✓ IRS Registered Tax Preparer

✓ California Notary Public

✓ Trilingual: English | Español | Tiếng Việt

Complete our online questionnaire and pay securely to begin

FREE CONSULTATION

Same day filing

This is for administrative purposes only. All information will be kept in the strictest confidence.

What we offer

Complete Legal Document Services

LIVING TRUST PREPARATION

Living Trust Package (Single) $950 | Joint $1300

Comprehensive trust packages prepared by experienced legal professionals. Protect your assets and avoid probate with properly drafted documents tailored to your family’s needs.

DEED TRANSFER AND ELECTRONIC RECORDING

Companies Only Handle Sales — We Transfer ANY Deed!

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.

PROBATE PETITION SERVICES

Probate Petition Package $2800

Navigate probate court requirements without expensive attorney fees. We prepare all necessary forms and filings for straightforward estate administration.

CONSERVATORSHIP PACKAGES

Conservatorship Services

Complete conservatorship paperwork prepared according to California Probate Code. Establish legal authority to care for loved ones who cannot manage their affairs.

CRIMINAL RECORD EXPUNGEMENT

Criminal Record Expungement

Clear eligible convictions from your record. Fresh start opportunities through proper petition preparation and court filing assistance.

CIVIL CASE DOCUMENTS

Civil Case Documents

Professional preparation for civil litigation paperwork including complaints, responses, motions, and unlawful detainer (eviction) actions.

LIVING TRUST PREPARATION

Living Trust Package (Single) $950 Joint $1300
Comprehensive trust packages prepared by experienced legal professionals. Protect your assets and avoid probate with properly drafted documents tailored to your family's needs.
Start Now

DEED TRANSFER AND ELECTRONIC RECORDING STARTING $275

Companies Only Handle Sales — We Transfer ANY Deed!
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.
Start Now

PROBATE PETITION SERVICES

Probate Petition Package Starting $2800
Navigate probate court requirements without expensive attorney fees. We prepare all necessary forms and filings for straightforward estate administration.
Start Now

CONSERVATORSHIP PACKAGES

Conservatorship Services
Complete conservatorship paperwork prepared according to California Probate Code. Establish legal authority to care for loved ones who cannot manage their affairs.
Start Now

CRIMINAL RECORD EXPUNGEMENT

Criminal Record Expungement
Clear eligible convictions from your record. Fresh start opportunities through proper petition preparation and court filing assistance.
Start Now

CIVIL CASE DOCUMENTS

Civil Case Documents
Professional preparation for civil litigation paperwork including complaints, responses, motions, and unlawful detainer (eviction) actions.
Start Now
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Years Experience

Happy clients, every time.

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Completed Projects

Real results, reliable execution.

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Global Clients

Trusted by businesses in California.

Why Santa Clara County Clients Choose TrustPoint

Why clients Choose us

Deed Transfers Without Real Estate Sales

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.

Multi-Licensed Professional

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.

Transparent Flat-Fee Pricing

Know your costs upfront. No hourly billing surprises. Most clients save 50-70% compared to traditional attorney rates for identical document preparation.

Trilingual Accessibility

Full services available in English, Spanish, and Vietnamese. Understand your legal documents in your preferred language.

Registered & Bonded

Operating under California Business and Professions Code as Registered Legal Document Assistant #268 with proper bonding and county registration.

Legal Document Assistant at TrustPoint Disability & Legal Services

How we process

Simple Three-Step Process

Most documents completed within 3-5 business days

01.

Complete Online Questionnaire

Answer questions about your situation. Our intake form collects all information needed to prepare your documents accurately.

02.

Secure Payment & Document Preparation

Pay your flat fee securely online. We begin preparing your documents immediately using your provided information.

03.

Review & Finalize

Receive your completed documents for review. We make any necessary adjustments and provide filing instructions or notarization services.

Stop Paying Attorney Hourly Rates

Get professional legal document preparation at flat-fee pricing. Same documents. Better value. Transparent costs.

Frequently Asked Questions

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.

Get in Touch

Multiple Ways to Get Started

Call Now

408-766-3532

HOURS:

Monday-Friday: 10am-6pm PST

Text Message

408-680-7496

HOURS:

Quick responses during business hours

HOURS:

Response within 24 hours

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Fastest way to begin—pay securely & start today

QUESTIONNAIRE

Ready to Get Started?

Select your service below to begin our secure online questionnaire. After completion, you’ll be directed to payment and we’ll start preparing your documents immediately.

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TrustPoint Disability & Legal Services 

Registration: LDA268

Expiration: 03/17/2027

 

Process serving provided by partner Fingerscan Digital Inc (Reg. PS1904)

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© 2025 Trustpoint Disability & Legal Services. 

IMPORTANT: I am not an attorney. I can only provide self-help services at your specific direction. Registered and Bonded Legal Document Assistant – Registration #268, Santa Clara County

Companies Won't Transfer Your Deed Without a Real Estate Sale!

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