welcome to The LDA co

Professional Estate Planning Document Preparation

At The LDA Co., we believe estate planning document preparation should be accessible, affordable, and straightforward. As a registered and bonded Legal Document Assistant, we prepare documents based on your instructions, offering friendly, professional service with care and attention to detail.

About Us

Why Estate Planning Matters

Our Services

Preparing Todays Documents For Tomorrows Peace Of Mind

Living Trust Package- Flat Rate Pricing

(Individual) $995 / (Couple) $1,195

● Revocable Living Trust
● Pour-Over Will
● Durable Power of Attorney
● Certificate of Trust
● Trust Transfer Deed
● Estate Planning Binder

Stand Alone Documents

● Revocable Living Trust -starting at $695
● Wills- $195
● Advance Health Care Directives- $125
● Durable Power of Attorney-$150
● Trust Transfer Deed and Preliminary Change of Ownership Form –$195

Additional Services

Mobile delivery-quote based on location
Shipping
Notarization
County recording fees

Revocable Living Trust Certification of Trust Pour-Over Will

Revocable Living Trust Certification of Trust Pour-Over Will
Advance Health Care Directive
Durable Power of Attorney

Advanced Health Care Directive Durable Power of Attorney
Trust Transfer Deeds & Preliminary Change of Ownership Form In-Person delivery of documents and notarizations
(prices vary depending on location)

The LDA Co.

Estate Planning Document Preparation for Individuals and Families

We provide professional legal document preparation with a warm, client-centered approach—helping you plan for the future with clarity and confidence.

Why Choose Us

Where great service meets careful preparation

Bonded & Registered LDA

Professional, compliant, and trustworthy service you can rely on.

Simple & Clear Process

Convenient document preparation with a simple, straightforward process.

Warm, Client-Focused Care

Compassionate support every step of the way.

Member of CALDA

Setting standards of education, ethics and excellence.

Learn How Estate Planning Can Protect Your Loved Ones

Watch this short video to understand why having the right legal documents matters for your family and future.

FAQs

Frequently Asked Questions

A legal document assistant helps clients prepare legal documents based on the information and instructions they provide. This may include typing, formatting, organizing, and preparing paperwork for filing. Legal document assistants help with document preparation services.

No. A legal document assistant cannot give legal advice, choose legal strategies, or tell you what option is best for you. We can provide general information about the document preparation process and prepare documents based on your instructions.

An attorney can give legal advice, interpret the law, recommend strategies, and represent clients in legal matters. A legal document assistant typically helps prepare documents and procedural paperwork based on the client’s instructions.

The process begins with the completion of an intake form and the signing of the LDA contract. Once we receive your information, we draft the requested documents for your review. After your approval, we finalize the documents and arrange for signatures.

A Legal Document Assistant can help save time, reduce stress, and prepare legal documents accurately at your direction. It offers a low-cost alternative to hiring an attorney for routine paperwork.

No. Meeting in person is optional. We can work with clients remotely, but we are also available for in-person meetings when needed or preferred.

In California, a legal document assistant must be registered with the county clerk, meet the state’s education or experience requirements, and maintain a required surety bond. A legal document assistant is not an attorney and cannot give legal advice.

A Trust Transfer Deed is a legal document used to transfer real estate ownership into a living trust. This can help ensure the property is included in your estate planning arrangements. Requirements vary by state and property circumstances.

A Will is a legal document that outlines how your assets should be distributed after your death and can name guardians for minor children. A Pour-Over Will works alongside a living trust to direct certain assets into the trust after death, subject to applicable probate procedures.

CONTACT

Start Planning Today

Schedule an Informational Consultation