What is an Legal Document Assistant (LDA) in California?

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Legal Document Assistant at TrustPoint Disability & Legal Services

What is a Legal Document Assistant (LDA)?

A Legal Document Assistant (LDA) is a non-attorney authorized by California law to provide legal document preparation services directly to the public. LDAs must be registered and bonded in the county where they provide services, ensuring consumer protection and professional standards. 

What Services Can an LDA Provide in California?

A Legal Document Assistant (LDA) in California is a bonded professional authorized to prepare legal paperwork for self-represented clients. LDAs do not give legal advice, but they make sure forms are completed accurately and in compliance with court or agency requirements. Common services include preparing living trusts, wills, powers of attorney, divorce petitions, custody forms, probate filings, immigration paperwork, and civil case documents. By choosing an LDA, clients get affordable access to reliable document preparation without paying high attorney fees.

Professional Document Preparation

LDA vs. Attorney: Understanding the Difference in Legal Services

While attorneys provide legal advice and representation, their fees are often out of reach for many families. An LDA offers a cost-effective alternative by focusing solely on document preparation. This means clients still get their paperwork done correctly while staying in control of their own case. Unlike online form websites, LDAs are registered, bonded, and regulated under California law, giving you protection and peace of mind. For routine matters such as estate planning, family law filings, or immigration forms, hiring an LDA can save thousands compared to attorney services.

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Cost-Effective Document Solutions
Our flat-fee structure and transparent pricing provide significant savings compared to traditional attorney hourly rates. Get the document assistance you need without breaking the bank.
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Personalized Service in Multiple Languages
We offer personalized legal document assistance in multiple languages, ensuring clear communication and understanding throughout the entire process. Our team is dedicated to meeting your unique needs.
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Convenient Mobile Legal Services
Our mobile legal document services bring assistance directly to you, offering convenience and flexibility. We are available evenings and weekends to accommodate your busy schedule.

How LDAs Help with Immigration, Estate Planning, Civil support, Disability & Family Law

LDAs are particularly helpful for individuals navigating complex paperwork in immigration filings, Social Security Disability applications, and family law cases. For immigration, LDAs prepare forms for green card renewals, naturalization, and visa documentation. In disability matters, they assist with SSDI and SSI claims, appeals, and medical evidence submissions. In family law, LDAs prepare divorce petitions, child custody requests, and name change applications. By ensuring documents are complete and filed on time, LDAs help clients avoid costly delays or denials.

Estate Planning Documents: Trusts, Wills, POA, Conservatorship, and Probate

LDAs prepare essential estate planning documents that protect your family and assets. This includes drafting living trusts to avoid probate, preparing last wills and testaments, and setting up powers of attorney for finances or healthcare decisions. These documents ensure your wishes are honored without the expense of hiring an attorney.

LDA Registration & Bond Requirements

California law requires every Legal Document Assistant to be registered with the county clerk and maintain a $25,000 bond for client protection. This ensures LDAs operate legally, ethically, and transparently. Always check that your LDA is properly bonded and registered before hiring them — it guarantees you’re working with a trusted professional who complies with state requirements.

Civil Court Document Preparation

From small claims actions to civil complaints and responses, LDAs handle the paperwork needed to file or defend your case. They also prepare unlawful detainer (eviction) documents, record expungement forms, and petitions for judgment. This makes court processes more accessible to those who choose to represent themselves.

When to Choose an LDA

Ideal for Self-Represented Individuals

California Legal Requirements

Your Protection Under State Law

California Business and Professions Code requires all LDAs to:

Our LDAs (Quinnie Do #268 and Rosa Gafare #269) exceed all state requirements, ensuring you receive professional, compliant legal document assistance in your preferred language. 

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Registration: LDA268

Expiration: 03/17/2027

 

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