Legal Document Assistance

Expert help with legal forms, process serving, and court filings in California. We're here for you.

Case Catagory:

Evictions / Unlawful Detainer

a close up of a piece of paper with a notice of eviction on ita close up of a piece of paper with a notice of eviction on it
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last will and testament white printer paperlast will and testament white printer paper
man on fenceman on fence
a close up of a signa close up of a sign
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Divorce / Annulments / Legal Separations / MSA

Estate Planning / Wills / Probate

Expungements

Name Change / Gender Change

Process Service

Prices

See the Flat Rate prices for each service below:

Flat Rate
$49.99

Completed by registered Process Server

Includes up to 2 attempts

+ $25.00 for each additional attempt

+ $25.00 for each person served

+ $50.00 for Next Day service

+100 for Same Day service

Flat Rate
$100.00

Completed by registered UDA

Each additional notice is only $100.00 each

* Note: excludes filing fees

Flat Rate
$500.00

Completed by registered UDA

Prepared, Filed, and Serviced

* Note: excludes filing fees

Process Service

~ Average Service within 2-3 business days ~

Service in San Diego Counties

~ includes process service + 3 additional attempts free (x5)

Uncontested Evictions

~ includes process service + 3 additional attempts free (x5)

3 Day Notice

To Quit, Pay Rent or Quit, Pay Utilities or Quit, Perform Covenant or Quit

30/60/90/120

Days Notice to Vacate

5 Day Squatter Notice

Flat Rate
$500.00 $2000.00

* cost varies depending upon case

silver-colored rings
silver-colored rings

Completed by registered LDA who specializes in Family Law matters

Flat Rate
$49.99

Completed by registered LDA

Order to show cause published with affiliated publishers

* low cost, 4 weeks, & proof of publishing sent to client & clerks office.

* Note: excludes filing fees

Completed by registered LDA who specializes in Wills, Trusts, and Estates.

* Currently outsourcing to colleagues.

A bunch of buttons with different symbols on them
A bunch of buttons with different symbols on them
four brass skeleton keys
four brass skeleton keys

Estate Planning

Wills/Trust

Probate

Name Change

Gender Change

Divorce

Annulments

Legal Separations

MSA

* Currently outsourcing to colleagues.

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grayscale photo of person writing on notebook
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black and brown happy new year text
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a large building with columns and a clock tower

~ rates may differ per provider ~

Flat Rate
$500.00 - $3000.00

* cost varies depending upon case

~ rates may differ per provider ~

Process Service

Process Service

There are approximately 98 California Judicial Court forms associated with Process Service such as Proof of Service of Summons, Notice and Acknowledgment of Receipt, Proof of Service by First-Class Mail, Proof of Electronic Service, Consent to Electronic Service and Notice of Electronic Service Address, Electronic Service: Consent, Withdrawal of Consent, Address Change (Juvenile), Withdrawal of Consent to Electronic Service (Electronic Filing and Service), Request for Exemption from Mandatory Electronic Filing and Service, Order of Exemption from Electronic Filing and Service, Notice of Change of Electronic Service Address, Proposed Order (Cover Sheet)... + 86 more.

Personal Service - Personal delivery to party + Proof of Service. Completed the day the papers are served.

Service by Mail - Mailed to the other party home or (business) + Proof of Service. Completed 5 days after the papers are mailed.

Substituted Service - Documents left with legal adult at party’s house or work + copy mailed to party's home/work address + Declaration of Due Diligence. Completed 10 days after the day the papers are mailed.

Service by Notice and Acknowledgement of Receipt - Court Documents mailed to Party with 2x copies of Notice and Acknowledgment of Receipt + 1 signed copy of the Notice and Acknowledgment of Receipt + Proof of Service. Completed on the date the Acknowledgment of Receipt portion of the form is signed by the party.

Service by posting on the premises and mailing (for eviction cases only) - Summons and Complaint + Declaration of Due Diligence + Permission Application + Proof of Service. Completed 10 days after the day the papers are mailed.

Service by publication - Permission Application + Declaration of Due Diligence + Ex-parte w/ attached proposed order + Publishing (4 weeks) + Proof of affidavit. Completed at the end of the 28th day after the 1st date published in the newspaper.

Service Abroad (Foreign Country) - See FRCP (f)(2)(C). Seek a licensed attorney's guidance when servicing abroad.

Service by posting (at the courthouse) - Permission Application + Fee Waiver application + Summons and Complaint + Declaration of Due Diligence + Ex-Parte Request. Completed at the end of the 28th day after the first date the summons and complaint are posted.

Service by certified mail (small claims only) - Done by claims court clerk + paid fee for Certified mail service. Completed on the day the certified mail receipt is signed.

Service by certified mail (Out of State) - Paperwork copy sent first-class mail + postage prepaid return receipt + Proof of Service. Completed on the 10th day after mailing of the papers.

Average Cost = $50.00 includes 1-15 Pages and 2 attempts + Proof of ​Personal Service $0.00 + $25.00 for each additional attempt + $25.00 for each person served + $50.00 for Next Day service + $ 100 for Same Day service. Serviced within 2-3 business days, Submit Request by 10:00 a.m. PST.

* Requested Wait Time > 15+ minutes - $25.00 per 15 minutes waiting

* Declaration Re Diligence On Substituted Service and Mailing - $100.00

* More than 15 pages = + $1 page per page

* Printing can be done on-site w/ portable printer & paper per request.

Evictions / Unlawful Detainer

There are approximately 19 California Judicial Court forms associated with Eviction / Unlawful Detainer such as Claim of Right to Possession and Notice of Hearing, Prejudgment Claim of Right to Possession, Summons-Eviction (Unlawful Detainer/Forcible Detainer/Forcible Entry), Complaint—Unlawful Detainer...+ 15 more.

Part 1 - Eviction Notice

The LDA or UDA (Unlawful Detainer Assistant) can assist the client in the most critical part of the eviction process, which is the Eviction Notice; ensuring the notice is prepared and served properly. A LDA/UDA prepares the eviction notice, acquires the client's signature, and employs a trusted Process Server to serve all tenants and unnamed occupants.

Part 2 - Eviction/Unlawful Detainer

Upon the expiration of the notice AND tenant's refusal to comply, the LDA/UDA can assist the client with proceeding with filing the Eviction and Unlawful Detainer in the local court.

Per the client's request, all eviction court documents will be prepared within 2-3 business days, and after thorough review, can be filed and served.

Uncontested: approximately 2 to 4 months.

Contested Eviction: approximately 4 to 6 months. *(Self-Represent or Attorney Referral)

* Average Cost = $100.00 notice (includes process service) + $500.00 UDA initiation of eviction processing.

* Court Filing Fees = +$240 - $435 Initial Fee + $35 – Writ of Possession Court Fee, & if necessary $299 - Order to Post and Mail when tenant can't be personally serviced.

* Filing Case < $10,000 = $240 or Case is $10,000 - $25,000 = $385 or Case > $25,000+ = $435

* Card Authorization Form used to cover filing when requesting filing.

EVICTIONS

two silver ring band

Divorce / Annulments / Legal Separations / MSA

Divorce / Annulments / Legal Separations / MSA / Prenuptial Agreement

There are approximately 36 California Judicial Court forms associated with Divorce / Annulments / Legal Separations / MSA such as Petition-Marriage/Domestic Partnership, Declaration Under Uniform Child Custody Jurisdiction and Enforcement Act (UCCJEA), Legal Steps for a Divorce or Legal Separation, Summons, Proof of Service of Summons, Notice and Acknowledgment of Receipt, Response-Marriage/Domestic Partnership...+ 30 more.

Part 1 - Start the Process - Determine what you want and meet residential requirements.

Part 2 - Determine Child Custody, Property, QDRO, Spousal/Child Support, and Marriage Settlement Agreement.

Part 3 - File all Petitions/Orders with the Court. Serve paperwork. Temporary Orders.

Part 4 - Waiting the 30 day response time and responding to request/orders.

Part 5 - Settlement Conference and Child Custody Mediation Hearings (CONTESTED affirmed)

The document preparation consists of the LDA assisting the client with filing the Petition/Orders with the county clerk, preparing the Parenting Time, Custody (Legal vs Physical), Spousal Support, and Joint/Separate Property (Before/Community/After). Papers need to be served to opposing party. While waiting the 30 day wait period, the LDA can assist the client with any other documents needed to complete the process.

Uncontested: If both parties are in agreement, or If the client receives no response.

Contested: could result in a Settlement Conference and/or Child Custody Mediation Hearing. The LDA can assist the client in their document preparation needs.

If the client requires legal guidance, the LDA can provide Licensed Attorney references and/or the Question Form and Instruction for assistance in the Elias Referral Network.

*UNCONTESTED MATTERS - Document Preparation includes a Marriage Settlement Agreement: Divorce / Legal Separation with No Children and/or no Assets- $500.00, with Children or Assets - $600.00, or with Children and Assets - $700.00

CONTESTED MATTERS - Settlement Conference Hearing Brief: $300.00, Child Custody Mediation Hearing Plan: $300.00

* Fees do not include "mandatory" superior court "filing fee" of $435.00-$450.00.

*Upon the case becoming contested or the court requiring parties to go to settlement conferences and/or mediations, additional costs will apply in addition to uncontested cost; process service included in initial uncontested cost up to 2 delivery attempts.

* Card Authorization Form used to cover filing when requesting filing

*Attorney needed? Referrals provided.

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Name Change / Gender Change

There are approximately 27 California Judicial Court forms associated with Name Change and 14 forms associated with Gender Change such as Petition for Change of Name, Supplemental Attachment to Petition for Change of Name (Declaration of Guardian), Order to Show Cause-Change of Name, Proof of Service of Order to Show Cause, Order to Show Cause-Change of Name to Conform to Gender Identity, Notice of Hearing on Petition, Petition For Recognition of Change of Gender And Sex Identifier, Name Change And Issuance of New Certificates, Order to Show Cause-Issuance of New Marriage License and Certificate...+ 30 more.

Adults - Current residents, born or married in California or whose child was born in California.

Minors - Both parental consent, one parent consent with notification to other parent, and the child’s best interests.

The LDA will assist you in acquiring the Petition for Change of Name and Name and Information about the Person Whose Name is to be Changed documents and complete it at your request.

The LDA will provide you with a Card Authorization Form used to cover filing fees when requesting filing.

The LDA will assist the client with a list of trusted and affordable publishers that can publish the Order to Show Cause for the required 4 consecutive weeks.

The LDA can help the client keep track of their upcoming hearing (if ordered to appear); and assist with any additional documents the client requires.

The LDA can assist the client with obtaining the Decree Changing Name Form, which the client will use to start the process of updating all their documentation; i.e I.D.'s, DL, social security cards, passports, and other official records.

* Requesting a Confidential Name Change? See the CA judicial courts for assistance here.

Contested: the client may need to attend a court hearing. Attorney Referrals provided.

*Average reasons to change name include Personal Preference, Marriage or Divorce, Gender Identity, Adoption or Family Unification, Correcting Errors, Name Authentication, and more.

*Average Time frame is approximately 1.5 months uncontested or 2-6 months if contested.

*Average Cost = $50.00 servicing fee + Card Authorization Form used to cover filing fees. LDA can provide a list of local publishers with affordable fees.

Name /

Gender Change

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Estate Planning / Wills / Trust / Probate

Estate Planning - Wills / Trust / Probate

There are approximately 52 California Judicial Court forms associated with Estate Planning / Wills / Probate such as Petition for Probate, Waiver of Bond by Heir or Beneficiary, Notice of Hearing on Petition to Determine Claim to Property, Notice of Hearing - Decedent's Estate or Trust, Attachment to Notice of Hearing Proof of Service by Mail, Proof of Personal Service of Notice of Hearing-Decedent's Estate or Trust, Attachment to Notice of Hearing Proof of Personal Service, Notice of Petition to Administer Estate, Attachment to Notice of Petition to Administer Estate-Proof of Service by Mail, Citation-Probate, Summons (Probate)...+ 42 more.

With Wills, the document preparation consists of the LDA assisting the client with preparing the document according to the client's interests accurately and clearly. This is very important so that the "Will" will have a reduced chance of challenge. LDA's can not decide what needs to be included in the client's Will. If the client does not know what to put in the Will, the client is advised to seek the legal advice of a Licensed Attorney or conduct "Estate Planning for Wills" research prior to the start of the document preparation service.

With Trusts, the document preparation consists of the LDA assisting the client with preparing documents related to the type of Trust the Client desires, i.e. the type of Trust which could consist of Revocable, Irrevocable, Special Needs, Testamentary, Charitable, Life insurance, Asset protection, Credit Shelter, Grantor Retained Annuity, Spendthrift, Charitable remainder unitrust, Generation-skipping, Marital, Qualified Terminable Interest Property, Qualified Personal Residence, Charitable Lead, Blind trust, Bypass trust, Dynasty trust, Irrevocable life insurance trust (ilit), A/B trusts, and/or more...

With Probate, the document preparation consists of the LDA assisting the client with preparing the Petition for Probate. The client will need additional forms with accurate information included with the petition. All forms will be filed in the court of the county where the decedent person resided or the county in which the property is located.

The LDA can assist the client with arranging a notices to family members, and a notice to be published in a newspaper of general circulation in the city where the person who died lived.

If the client requires legal guidance, the LDA can provide Licensed Attorney references and/or the Question Form and Instruction for assistance in the Elias Referral Network.

*Wills, Trust, Probate Document Prep - $500

If Estate Assets total value > $184,500, Probate Court is required to open a probate case.

If Estate Assets total value < $184,500 , Probate Court is not required.

*Probate Partial Service w/ Estate Assets total value < $184,500 - $1000

*Probate Full Service w/ Estate Assets total value > $184,500 - $2000

*Expedited Filing - $200 (within 24hrs)

* Fees do not include "mandatory" superior court "filing fee" of $425.00 - $435.00

* Card Authorization Form used to cover filing when requesting filing.

*Trusts are not filed or registered with the Court.

*Trusts can be filed with the County Recorder at the Secretary of State Office; for a small fee.

*Click here to see County Recorder Fee Schedule.

* Credit Card use is In-Person Only at County Recorder's Office.

*Important Information: required signage with a notary or 2 witnesses who are not involved in your estate for a majority of the documents you need.

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Expungements

Expungements

There are approximately 22 California Judicial Court forms associated with Expungements such Petition for Expungement of DNA Profiles and Samples (Adult), Petition for Expungement of DNA Profiles and Samples (Juvenile)...more.

With Expungements, the document preparation consists of the LDA assisting the client with preparing the Petition for Dismissal (Adult/Juvenile).

Client is required to have: accurate court documents and a copy of their criminal record.

Don't have your documents: Contact the Department of Justice for a copy of their Criminal Records; click here for information regarding a possible fee waiver. The Client, at their own expense, may need to conduct a Live Scan.

Click here for more information regarding qualifications/disqualifications.

Most convictions may not be eligible if person has what is considered a Super Strike.

* Expungement Document Prep starts at $150.00 (uncontested), LDA assistance (Self-Represented) $300.00. If needed, Attorney referral provided.

* Fees do not include "mandatory" superior court "filing fee" if one is required.

* Card Authorization Form used to cover filing when requesting filing.

*Average Time frame is approximately 3-6 months uncontested or up to a year if contested.

Frequently asked questions

Question 1 What is a legal document assistant?
Any person who is not exempted under Section 6401 and who provides, or assists in providing, or offers to provide, or offers to assist in providing, for compensation, any self-help service to a member of the public who is representing himself or herself in a legal matter, or who holds himself or herself out as someone who offers that service or has that authority. This paragraph shall not apply to an individual whose assistance consists merely of secretarial or receptionist services.
A corporation, partnership, association, or other entity that employs or contracts with any person not exempted under Section 6401 who, as part of his or her responsibilities, provides, or assists in providing, or offers to provide, or offers to assist in providing, for compensation, any self-help service to a member of the public who is representing himself or herself in a legal matter, or who holds himself or herself out as someone who offers that service or has that authority. This paragraph shall not apply to an individual whose assistance consists merely of secretarial or receptionist services.
Question 2 Is it an individual registration or a business registration
Registration applies to an individual not a business. Should there be more than one individual in a business, each person must register. The only exception would be if an employee performs only secretarial or receptionist services. This means that the employee may only answer the phone, make appointments, etc. or type documents given to them by the Unlawful Detainer Assistant or Legal Document Assistant. They may not provide assistance related to helping clients with specific self-help related problems and should not have clients sign the contract, etc. All client contact relating to specific self-help related problems must be with the person registered.
Question 3 What does “assistance consists merely of secretarial or receptionist services” mean?
Typing documents from information (questionnaires, etc.) that have been provided to you by the legal document assistant who has acquired that information from the client, answering the phone, making appointments, writing receipts, etc. However, only the legal document assistant shall interview clients or have the client read and sign contract or documents after reviewing them.
Question 4 What is an Unlawful Detainer Assistant?
Any individual who for compensation renders assistance or advice in the prosecution or defense of an unlawful detainer claim or action, including any bankruptcy petition that may affect the unlawful detainer claim or action.
“Unlawful detainer claim” means a proceeding, filing, or action affecting rights or liabilities of any person that arises under Chapter 4 (commencing with Section 1159) of Title 3 of Part 3 of the Code of Civil Procedure and that contemplates an adjudication by a court..
Question 5 What does “Self-help service” mean?
Completing legal documents in a ministerial manner selected by a person who is representing him or herself in a legal matter, by typing or otherwise completing the documents at the person’s specific direction.
Providing general published factual information that has been written or approved by an attorney, pertaining to legal procedures, rights, or obligations to a person who is representing himself or herself in a legal matter, to assist the person in representing himself or herself.
Making published legal documents available to a person who is representing him or herself in a legal matter.
Filing and serving legal forms and documents at the specific direction of a person whom is representing himself or herself in a legal matter.
Question 6 What does “providing general published factual information that has been written or approved by an attorney mean??
A legal document assistant may provide general published factual information that has been written or approved by an attorney such as self-help materials (books, software, etc.) published by Nolo Press, Nolo Occidental and other self-help publishers, as well as the public service brochures associated with their membership organizations such as dissolution, paternity, bankruptcy, adoptions, unlawful detainer actions, etc. All of these brochures have been “approved” by an attorney.
Question 7 What does “Filing and serving legal forms and documents” mean?
Legal document assistants or unlawful detainer assistants may file legal forms and documents with the courts at the specific direction of a person who is representing him or her in a legal matter and serve the documents. However, there are limitations on the number of documents that may be served without possessing a process server's license and the LDA or UDA may also need to obtain a process server's license.
Question 8 What documents can we keep in our possession under SB1418?
No legal document assistant or unlawful detainer assistant shall retain in his or her possession original documents of a client. A legal document assistant or unlawful detainer assistant shall immediately return all of a client’s original documents to the client if any one or more of the following circumstances: if the client so requests at any time; if the written contract required by Section 6410 is not executed or is rescinded, canceled, or voided for any reason; or when the services described pursuant to paragraph (1) of subdivision (b) of Section 6410 have been completed.
Question 9 What does engaging in the unauthorized practice of law mean?
We cannot give "legal" advice. We cannot give "legal" opinions, i.e. the client asks, “what would you do in my situation?” We cannot answer that question. The best defense is to tell them that you “do not have an opinion” and could not give it if you did. That they know their situation better than you do and if they need advice or an opinion, they must contact an attorney. We cannot select forms; however, we can provide them with published materials, which explain the procedures and list the forms needed. We cannot provide them with strategies. If they need a strategy, they must contact an attorney. After obtaining the information from an attorney, they can come back to a legal document assistant or unlawful detainer assistant to prepare the paperwork.
Legal Questions Answered through the Elias Referral Network
While representing yourself through your legal journey, if you need an answer to any legal question, the LDA will provide the necessary documents to submit those questions via the Elias Referral Network, linking the client with a Licensed Attorney, and for a small fee, willing to answer questions in detail...Learn more.
ALL OTHER LEGAL DOCUMENTS
With regards to other legal documents, the LDA is able to assist anyone; i.e. Petitioner or Respondent, Defendant or Prosecutor, Accuser vs Accused, Landlord vs Tenant, Husband Wife or Both (uncontested),...etc, learn more.