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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

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Family & Relationship Matters

Divorce & Separation

  • Uncontested divorce paperwork

  • Legal separation paperwork

  • Joint Dissolution

  • Marital settlement agreement preparation (at client direction)

  • Judgment packet preparation

 

Child Custody, Visitation & Support

  • Child custody paperwork

  • Parenting plan preparation

  • Visitation agreement paperwork

  • Child support paperwork

  • Spousal support paperwork

  • Support modification requests

 

Family Court Requests & Responses

  • Requests for Order (RFO)

  • Responsive declarations

  • Declarations and affidavits

  • Financial disclosure forms

  • Court response paperwork

Probate & Estate Matters

Probate Administration

  • Petition for Probate preparation

  • Letters Testamentary and Letters of Administration packets

  • Notice of Petition to Administer Estate preparation

  • Court filing packet assembly and document preparation

  • Adoption Package and Document Preparation

  • Guardianship Package and Document Preparation

  • Conservatorship Package and Document Prepraration 

Estate Administration Support

  • Inventory and Appraisal preparation support

  • Creditor and beneficiary notice preparation

  • Probate status reports and court-required forms

  • Proof of service and related documentation

Small Estate Procedures

  • Small Estate Affidavit preparation

  • Affidavit for Collection of Personal Property

  • Small estate petition preparation

  • Heirship and property transfer documentation

Probate Court Filings & Responses

  • Probate court responses and supplemental filings

  • Declarations and affidavits

  • Notice preparation and filing support

  • Court compliance documentation

Trust & Estate Support Services

  • Certification of Trust preparation support

  • Trust administration documents

  • Trustee acceptance documentation

  • Estate organization, filing coordination, and case management support

Personal & Civil Legal Matters

Name Changes

  • Adult name change paperwork

  • Minor name change paperwork

 

Small Claims

  • Small claims court filings

  • Plaintiff and defendant paperwork

  • Court-ready packet preparation

General Civil Documents

  • General civil court forms

  • Civil filing preparation

  • Settlement packet preparation

  • Judgment packet preparation

DISCLAIMER: Anh C. Morales and Eric J. Morales are Registered Legal Document Assistants. We are not attorneys and cannot select legal forms. The information presented on our web site is general, factual, published information obtained from court provided self-help legal publications, legal statutes or other sources believed to be accurate and reliable. This information should not be considered legal advice as it is general in nature. It is always recommended to seek legal advice from an attorney before filing legal proceedings. Many attorneys offer free consultations.

(669) 250-4555

3277 S. White Rd. #185

San Jose, Ca. 95148

©2022 Anh C. Morales is registered #LDA238 and bonded in Santa Clara County,  #05-LDA-010 in Calaveras County.
©2024 Eric J. Morales is registered #LDA256 and bonded in Santa Clara County.  #05-LDA-011 in Calaveras County
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Morales & Morales also collaborates with attorneys, law offices, legal teams, and independent professionals requiring scalable litigation and administrative support. We understand that effective legal work often depends on organization, responsiveness, procedural accuracy, and operational efficiency behind the scenes.

See California Business and Professions Code Section 6125, which states in part:

“No person shall practice law in California unless the person is an active licensee of the State Bar.”

Accordingly, Morales & Morales does not provide legal advice or attorney representation. Any legal decisions, strategy determinations, or substantive legal conclusions remain solely the responsibility of the client and/or their retained attorney.

Where appropriate, we may collaborate with licensed attorneys, paralegals, process servers, court vendors, investigators, and other legal support professionals to help clients navigate procedural and administrative aspects of their matters efficiently and professionally.

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