Affordable Legal Services in San Jose —
Document Prep at a Fraction of Attorney Cost

A Legal Document Assistant (LDA) is a California-registered professional authorized to prepare legal documents for self-represented individuals — without providing legal advice or court representation. LDAs are regulated under California Business & Professions Code §6400 and must be registered and bonded in each county where they work. TrustPoint holds LDA #268 in Santa Clara County, expires 03/17/2027. The key difference: an attorney advises you on legal strategy and can represent you in court; an LDA prepares accurate, court-ready documents at a significantly lower cost. For most estate planning, deed transfers, probate, bankruptcy, and civil filings, the documents themselves are the product — and an LDA delivers them at a fraction of attorney rates.

TrustPoint's living trust packages start at $950, which typically includes the revocable living trust, pour-over will, durable power of attorney (DPOFA), and advance health care directive. Estate planning attorneys in the San Jose and Santa Clara County area typically charge $2,500 to $5,000+ for the same package. Since we prepare documents at your specific direction — exactly as an LDA is authorized to do — you receive professionally prepared, court-ready estate planning documents at a fraction of the cost, with the same flat-fee transparency.

Everything is handled 100% remotely — no office visit required. Consultations are conducted by phone or video, documents are shared and reviewed digitally, and we offer same-day electronic deed recording (e-recording) directly with county recorders across all 58 California counties. If you prefer an in-person appointment, our office is located at 434 Blossom Hill Rd, San Jose, CA 95123, available Monday–Friday 10am–7pm and weekends by appointment.

These are the three most common deed types we prepare in California:

• Quitclaim Deed — Transfers whatever interest the grantor currently holds, with no warranties of title. Commonly used between family members, divorcing spouses, or to remove a name from title.
• Grant Deed — Transfers title with an implied warranty that the grantor has not previously conveyed the property to another party. Standard for most California property sales and transfers.
• Trust Transfer Deed — Transfers real property into a living trust. Required when funding your trust with real estate. We prepare this with the accompanying Preliminary Change of Ownership Report (PCOR) for Santa Clara County Recorder filing.

Yes. We prepare complete Chapter 7 and Chapter 13 bankruptcy petition packages for self-represented filers in the Northern District of California (San Jose Division). The package includes the voluntary petition, means test calculation, all bankruptcy schedules (assets, liabilities, income, expenditures), statement of financial affairs, statement of intention, and credit counseling certificate. We also prepare you with information on what to expect at your 341 Meeting of Creditors. Bankruptcy document preparation starts at $1,200 — significantly below the $1,500–$3,500+ an attorney typically charges for the same filing.

Under California Penal Code §1203.4, you may be eligible for expungement if you completed probation (or were discharged early), are not currently charged with a crime, on probation, or serving a sentence. This applies to most misdemeanor and eligible felony convictions. Additional relief may be available under Proposition 47 (felony reduction to misdemeanor), Proposition 64 (cannabis-related record relief), and SB 731 (expanded record sealing). We prepare and file your expungement petition with the correct Santa Clara County Superior Court forms. Eligibility depends on the specifics of your case — contact us for a free consultation.

Yes — we serve clients in all 58 California counties remotely. Our e-recording service enables same-day deed recording with any California county recorder's office. We regularly assist clients in Milpitas, Campbell, Cupertino, Los Gatos, Morgan Hill, Gilroy, Mountain View, Palo Alto, Fremont, San Francisco, Oakland, Sacramento, Los Angeles, and beyond. If you are outside California and need an apostille on a California document, our partner company Fingerscan Digital Inc. handles apostille authentication for use in foreign countries.

Yes. TrustPoint provides full legal document preparation services in English, Spanish, and Vietnamese. All consultations, document reviews, and client communications are available in your preferred language. We proudly serve San Jose's Vietnamese, Latino, and diverse Bay Area communities, ensuring you fully understand every document prepared on your behalf.