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OC ACCOUNTING & LEGAL DOCUMENT SERVICES
Irvine: 16808 Armstrong Ave., Suite 150, Irvine, CA 92606 * Tel: (949) 988-3388
Mission Viejo: 24002 Via Fabricante, # 222, Mission Viejo, CA 92691 * Tel: (949) 951-4411

OC ACCOUNTING & LEGAL DOCUMENT SERVICES                    Call us: (949) 951-4411

About Us

A NEW Profession in California

For the first time, a new California law known as SB1418 authorizes non-lawyers to prepare legal documents for people doing their own legal tasks. Effective January 1, 2000, these non-lawyers, called Legal Document Assistants, may:

·     Prepare the customers' legal documents under the direction of their customers

·     File the customers' legal documents in the appropriate courts

 

What does an LDA do?

An LDA is an experienced professional who is authorized to prepare legal documents for a client, but only at the direction of the client. In other words, an LDA is there to assist the "self-help" client handle their own legal matters without the cost of an attorney.

Since even the best legal, self-help books can be confusing and overwhelming; your LDA can provide invaluable assistance with routine legal tasks, such as typing and filing the paperwork for uncontested divorces, bankruptcies, wills, and many other types of documents.

However, just because an LDA is only there to fill out forms doesn't mean they aren't an invaluable resource for your legal matter. Many, if not all, legal forms are very confusing; incorrectly filled out forms will delay your case, possibly for a long time. An experienced LDA can help you avoid the pitfalls and also make sure every important detail on a form is accounted for. This alone makes them the best choice for your self-help legal endeavors.

As all LDA’s are professionals trained in multiple fields, there are a number of services they can provide.

Legal Document Assistants were once commonly known as Independent Paralegals. However, as of January 1, 2000, only those Paralegals working directly for attorneys may now be referred to as Paralegals. Those formerly known as Independent Paralegals are now officially known as Legal Document Assistants (LDA’s).

LDA’s have the same educational background as a paralegal and are REQUIRED by law to be registered and bonded in the county in which they have their principal place of business.

 

What is an LDA

An LDA is an experienced professional who is authorized to prepare legal documents for a client, but only at the direction of the client. In other words, an LDA is there to assist the "self-help" client handle their own legal matters without the cost of an attorney.

Since even the best legal, self-help books can be confusing and overwhelming; your LDA can provide invaluable assistance with routine legal tasks, such as typing and filing the paperwork for uncontested divorces, bankruptcies, wills, and many other types of documents.

However, just because an LDA is only there to fill out forms doesn't mean they aren't an invaluable resource for your legal matter. Many, if not all, legal forms are very confusing; incorrectly filled out forms will delay your case, possibly for a long time. An experienced LDA can help you avoid the pitfalls and also make sure every important detail on a form is accounted for. This alone makes them the best choice for your self-help legal endeavors.

As all LDA’s are professionals trained in multiple fields, there are a number of services they can provide.

Legal Document Assistants were once commonly known as Independent Paralegals. However, as of January 1, 2000, only those Paralegals working directly for attorneys may now be referred to as Paralegals. Those formerly known as Independent Paralegals are now officially known as Legal Document Assistants (LDA’s).

LDA’s have the same educational background as a paralegal and are REQUIRED by law to be registered and bonded in the county in which they have their principal place of business.

Our Services

We are committed to satisfying your need for professional legal document preparation for almost any routine legal matter including:

·     Divorce—complete and professional preparation of ALL divorce case documents, document filing.

·     Family Law matters, including child support, custody, District Attorney actions, property settlements, Qualified Domestic Relations Orders (QDRO) for court ordered division of pension and retirement accounts, modifications of custody, child visitation and support orders and more.

·     Creation of complete Revocable Living Trusts

·     Wills

·     Powers of Attorney

·     Legal separation and annulment of marriage documents

·     Incorporations and setting up your tax-exempt 501c3 Nonprofit Corporation.

·     Domestic Partnership Agreements

·     Mechanics Liens and Orders to Pay

·     Adoptions (Stepparent and Grandparents)

·     Restraining Orders

·     Living Trust.

·     Notary Services and more…

 

Please Note:

·     A Legal Document Assistant is NOT a Lawyer.

·     By law, we cannot give you legal advice or represent you in the courts in any matter.

·     If you need to consult with an attorney, we will be able to provide you with a referral.

 

C. Anthony Chen, CPA

Certified Public Accountant
California Society of Certified Public Accountants
Legal Document Assistant
 

AGOSTINA VIVOLO

Paralegal
Legal Document Assistant
Notary Public

 
We The People - Mission Viejo Office: 24002 Via Fabricante, Suite 222, Mission Viejo, CA 92691 * Tel. 949.600.8188 * Fax 949.600.8189 * * * email: wtp@cpa-legal.com