


LEGAL DOCUMENT ASSISTANT
What is a Legal Document Assistant (LDA)?
A Legal Document Assistant (LDA) is a registered and bonded professional authorized under California law to prepare legal documents at the direction of a client. LDAs assist individuals who choose to represent themselves—often referred to as “self-represented” or “pro per” litigants—by providing document preparation and procedural support.The LDA profession was formally established in California through Senate Bill 1418, effective January 1, 2000, and is governed by California Business and Professions Code §§6400–6415.At its core, an LDA supports individuals handling their own legal matters by helping ensure that documents are properly prepared, organized, and filed—without the cost of hiring an attorney.
How Morales & Morales Supports You
At Morales & Morales, we work with self-represented individuals at every stage of their case—from initial filings through advanced litigation preparation.Our role is to assist you with the accurate preparation, organization, and filing of your legal documents, always based on your direction. This includes helping ensure your paperwork is properly formatted, complete, and aligned with applicable court rules and procedures.For clients navigating more complex or active cases, our approach—sometimes referred to as a “Trial LDA” model—focuses on providing structured document support for matters approaching hearing or trial. This may include organizing exhibit packets, preparing declarations, assembling subpoenas, and compiling trial-ready document sets.This model is not a separate legal designation, but a refined service approach that remains fully compliant with California Business and Professions Code §§6400–6415. At all times, we adhere strictly to Unauthorized Practice of Law (UPL) restrictions.
Legal Document Preparation Services

Family & Relationship Matters
Divorce & Separation
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Uncontested divorce paperwork
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Legal separation paperwork
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Joint Dissolution
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Marital settlement agreement preparation (at client direction)
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Judgment packet preparation
Child Custody, Visitation & Support
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Child custody paperwork
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Parenting plan preparation
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Visitation agreement paperwork
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Child support paperwork
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Spousal support paperwork
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Support modification requests
Family Court Requests & Responses
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Requests for Order (RFO)
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Responsive declarations
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Declarations and affidavits
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Financial disclosure forms
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Court response paperwork
Probate & Estate Matters
Probate Administration
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Petition for Probate preparation
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Letters Testamentary and Letters of Administration packets
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Notice of Petition to Administer Estate preparation
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Court filing packet assembly and document preparation
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Adoption Package and Document Preparation
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Guardianship Package and Document Preparation
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Conservatorship Package and Document Prepraration
Estate Administration Support
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Inventory and Appraisal preparation support
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Creditor and beneficiary notice preparation
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Probate status reports and court-required forms
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Proof of service and related documentation
Small Estate Procedures
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Small Estate Affidavit preparation
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Affidavit for Collection of Personal Property
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Small estate petition preparation
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Heirship and property transfer documentation
Probate Court Filings & Responses
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Probate court responses and supplemental filings
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Declarations and affidavits
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Notice preparation and filing support
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Court compliance documentation
Trust & Estate Support Services
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Certification of Trust preparation support
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Trust administration documents
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Trustee acceptance documentation
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Estate organization, filing coordination, and case management support
Personal & Civil Legal Matters
Name Changes
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Adult name change paperwork
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Minor name change paperwork
Small Claims
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Small claims court filings
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Plaintiff and defendant paperwork
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Court-ready packet preparation
General Civil Documents
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General civil court forms
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Civil filing preparation
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Settlement packet preparation
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Judgment packet preparation