Use a Registered Legal Document Assistant (LDA) in California

Planning for the future doesn’t have to be overwhelming or expensive. A Registered Legal Document Assistant (LDA) can help you professionally prepare essential estate planning documents at a cost that makes sense.

What Is a Registered LDA?

A Registered Legal Document Assistant is:

• Registered and bonded in the county of operation
• Authorized under California law (Business & Professions Code § 6400 et seq.)
• Permitted to prepare legal documents at your direction
• Required to follow strict consumer protection rules

LDAs are not attorneys and do not provide legal advice, but they can professionally prepare your documents accurately and efficiently.

Estate Planning Documents We Can Help Prepare

✔ Revocable Living Trust

Avoid probate and keep your estate private.

✔ Last Will and Testament

Name guardians for minor children and specify asset distribution.

✔ Advance Health Care Directive

Appoint someone to make medical decisions if you cannot.

✔ Trust Transfer Deeds

Transfer real estate into your trust to ensure it works properly.