10 Tips for Hiring a Legal Document Preparer
- Review the resources available on our Consumers
- Familiarize yourself with the Legal Document
Assistant Code of Ethics and Professional Responsibility and the
LDA Client’s Bill of Rights.
- Hire only a bonded and registered legal document assistant (LDA).
Check the LDA’s registration number and expiration date by verifying
the information with your local County Clerk.
- Carefully review the LDA’s website and printed materials. Are
they sloppy or full of errors? If so, how much confidence does that
give you about the documents you are having prepared?
- Avoid “paralegals” or document preparers who promise
“attorney supervision” or claim
they have a lawyer on staff.
- Make sure your legal document preparer presents you with the LDA
contract required under California law, and gives you an opportunity
to thoroughly review it before signing. Make sure you are given a copy
of the signed contract and a receipt for payment.
- Take the time to review publicly available legal information and
any self-help reference materials provided to you by your LDA.
- Avoid any LDA who suggests or encourages you to put false or incomplete
information in your legal documents.
- Refrain from asking your non-attorney legal document preparer to
provide you with legal advice regarding your
specific circumstances, which would be considered the unauthorized practice
of law (UPL).
- Make sure your LDA’s name and credentials are stamped on every
legal document prepared for your signature.