Affordable Alternative

For straightforward estates, using an LDA can significantly reduce costs compared to hiring an attorney.

Professional Document Preparation

Avoid common errors found in do-it-yourself online forms. Your documents are properly formatted and prepared according to California requirements.

Help With Trust Funding

A trust only works if assets are transferred into it. We assist with preparing and recording deeds to properly fund your trust.

Knowledge of Proper Signing

We provide instructions on required formalities, such as:

• Witness requirements for wills
• Notarization for deeds
• Execution requirements for health care directives

Consumer Protection

Registered LDAs are bonded and must:

• Provide written service agreements
• Clearly disclose that they are not attorneys
• Follow regulated business practices