Trust, made
transparent

An online service sells you a template and leaves the filing to you. A registered LDA prepares the specific document at your direction, claims the correct exemptions on the face of it, and handles the recording or filing — and is registered and bonded with a county clerk, so there is real recourse if something goes wrong. The practical difference shows up at the county counter: a template that records with a blank exemption recital can cost thousands in reassessed property tax, and nobody tells you until the bill arrives.

Regularly. Escrow and title companies generally prepare deeds only as part of a sale they are handling, so anything without a sale attached — adding a spouse, gifting to a child, funding a trust, clearing a deceased owner — gets referred out, often to us. Private lenders use us for entity vesting deeds before funding. See deed services for lenders or partner with us for standing arrangements.

Yes. We prepare and e-record in all 58 California counties, and intake, review, and signing all happen remotely, so where you live rarely changes anything except how you get to a notary. Out-of-state and overseas owners of California property are a large part of who we work for — what matters is where the property or the court is, not where you are.

We do not give legal advice, choose your strategy, or tell you which document your situation calls for — that is the practice of law and it belongs to attorneys. We do not appear in court or speak for you at a hearing. And we no longer prepare probate court petitions, bankruptcy, or unlawful detainer, all of which we refer out. If your matter becomes contested, we will say so and point you to an attorney rather than carry on.

Flat fees, quoted before you commit. Most deeds are $325, entity deeds $400, certification of trust $200, small estate affidavit $600, affidavit of death $325, title reports $75 to $275, living trust packages $950 individual or $1,500 joint, name change $500, and civil filings from $300. County recording and court filing fees are separate and paid at cost — we tell you the figure for your county before you pay anything.

We treat your information as confidential and do not share your file. The honest limit is that attorney-client privilege does not apply to a Legal Document Assistant, because we are not attorneys — privilege attaches to communications with a lawyer and is not something a document preparer can offer. For deed, trust, and name change work that is rarely a practical concern. Where privilege genuinely matters, an attorney is the right choice and we will say so.

No. Most clients never visit. Intake is online, we send documents by email with signing instructions, and you sign in front of a notary wherever you are. You are welcome at 434 Blossom Hill Rd if you would rather sit down in person — some people prefer it for a living trust signing — but nothing about the service requires it.

Send us the current recorded deed, or the property address and APN, for anything involving real property — plus a plain description of what needs to happen. If a court, escrow officer, or title company has already told you what they need, forward that note; it is the fastest starting point. We confirm which document applies and quote the flat fee before any work begins, and nothing is charged until you agree to it.