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Estate-Planning Documents Made
Clear and Manageable
Professional preparation of living trusts, wills, powers of attorney, advance health care directives, and related estate-planning documents for self-represented Californians.
REGISTERED LDA
Licensed & Registered Legal Document Assistant
BONDED & INSURED
Your information
is protected
CALIFORNIA
DOCUMENT PREPARATION
Compliant with
CA laws & courts
VIRTUAL & IN-PERSON ASSISTANCE
Flexible options to
meet your needs
CHOOSE YOUR PATH
Support for life, property, and business.
Start with the area that best matches what you need. We will help you understand the preparation process and next steps.
01
Personal & Family
Living trusts, wills, powers of attorney, health care directives, uncontested divorce documents, and marital settlement agreements.
02
Real Estate
Residential leases, trust transfer deeds, property transfers, contracts, and client-directed agreements.
03
Business
LLC and corporation formation, DBA registration, organizational documents, contracts, and agreements.
Protect what you have built. Prepare for what comes next.
Our estate-planning document services are designed for California homeowners, families and individuals who value accuracy, organization and personal support.
HOW IT WORKS
A clear process from the first conversation to finished documents.
01
Tell us what you need
Call or submit the contact form.
02
Complete your intake
Provide the requested facts and decisions.
03
We prepare
Documents are prepared at your direction.
04
You review
Confirm names, facts and instructions.
05
Finalize
Sign, file or record as appropriate.
More personal than a document website. More cost-conscious than a traditional law firm.
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You receive direct assistance from a knowledgeable document professional while retaining control over your decisions and instructions.
LDA Document Services offers personalized consulting that prioritizes your needs. We provide cost-effective solutions, ensuring you receive expert guidance without the traditional law firm expenses.
What Our Clients Say
Trusted for careful, responsive service.
“Knowing that I have my estate in order and have informed my loved ones of my plans, I feel a sense of relief and pride. I am so grateful for Sean...they came highly recommended from a very particular friend. I am so glad I reached out... I would recommend their services without reservation. They have provided me with the level of service that I pride myself in providing for my clients. Thank You. You have a loyal customer for life..”
ERIC C.
Beverly Hills, CA
"They have read each of our new leases and assisted us in preparing a multitude of documents for our clients. They have prepared all of the Living Trusts for our clients and everyone has been very happy, including the client attorneys that have said the Trusts were prepared perfectly, and saved the clients thousands of dollars. Thank you very much for helping our clients!"
Jan G.
Del Mar, CA
“I had been putting off doing our estate work, but they made the process so manageable while be thorough at the same time. And it was much more affordable than I was expecting. I cannot recommend their service enough!”
Joe M.
San Diego, CA.
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