Legal Document Services —
Living Trusts, Deeds & Probate.
TruPoint Legal is a Registered & Bonded California Legal Document Assistant (LDA #268) preparing flat-fee documents for California homeowners and families — living trusts, property deeds, probate, and more. In-office or remote service — your choice. Serving all 58 California counties. Trilingual: English, Vietnamese, and Spanish.
TruPoint Legal LLC is a Registered Document Assistant in San Jose preparing living trusts, property deeds, probate petitions, name change petitions, Chapter 7 bankruptcy, business formation, and civil filings — at flat-fee LDA rates, prepared accurately in 24–48 hours. We serve San Jose, Santa Clara County, and all 58 California counties remotely.
When you need a deed transfer — and escrow can’t help.
Escrow companies only prepare and record deeds during a sale transaction. For everything else — divorce, inheritance, family transfers, trust funding — you need a Legal Document Assistant. Most San Jose attorneys charge $1,500–$2,500 per filing. We do it for $275 + recording fees, same-day e-recording, across all 58 California counties.
Divorce Property Division
Court ordered the house to one spouse? Escrow won’t help — there’s no sale. You need an Interspousal Transfer Deed filed before refinancing or selling later.
Inheritance & Death of Co-Owner
Co-owner passed away? You need an Affidavit of Death of Joint Tenant or trust transfer paperwork. Attorneys quote $1,500+ for this; escrow won’t touch it.
Adding or Removing a Family Member
Whether you are adding your spouse to title, removing an ex after divorce, or transferring to your kids under Prop 19, A simple Quitclaim or Grant Deed handles it — without a sale.
Funding Your Living Trust
Created a living trust but didn’t fund it with your house? The trust is incomplete — assets still go through probate. A Trust Transfer Deed fixes this.
Court date in days? We prepare, file, and return proof of service in time.
When a court deadline is days away, most offices tell you to come back next week. TruPoint Legal prepares your documents, files them with the court, arranges service on the other party, and returns the proof of service you need to walk into your hearing prepared. Same-day e-recording with the Clerk-Recorder, most documents prepared within 24 hours, and we work late hours to meet tight deadlines.
Hearing-deadline filing
Court date in a week? We prepare and file before your deadline, then return file-stamped proof for your hearing.
File, serve & proof of service
Documents prepared, filed, served on the other party, and the proof of service returned — one office, one timeline.
Same-day & after-hours
Same-day e-recording with the Clerk-Recorder. Most documents prepared within 24 hours. We work late to hit deadlines.
TruPoint Legal LLC is the San Jose flat-fee legal document preparation specialist. Our flat-fee legal document services include property deed preparation, living trust packages, probate petitions, name change filings, LLC and corporation business formation, civil court filings, and Chapter 7 bankruptcy document preparation. Every legal document is prepared by Registered LDA #268 to County Recorder and California Superior Court filing format, with most flat-fee legal document orders ready in 24–48 hours.
California Business & Professions Code Section 6400 authorizes a Registered Legal Document Assistant (LDA) to prepare flat-fee legal document packages at the customer’s specific direction. The flat-fee LDA model means no hourly billing, no surprise invoices, and no retainer — you know the legal document preparation cost before you commit. Property deed transfers (grant deed, quitclaim deed, interspousal transfer deed, trust transfer deed, entity LLC/Corp deed) all start at flat-fee $275 with same-day e-recording. Living trust packages start at flat-fee $950. The LDA flat-fee model is how San Jose, Bay Area, and Silicon Valley homeowners access California legal document preparation without attorney pricing.
Property deed preparation at flat fee: The flat-fee property deed preparation service handles every California property deed type — grant deed, quitclaim deed, interspousal transfer deed, trust transfer deed, and LLC/corporation entity deed — all at flat-fee $275 per property deed (entity property deed transfers are flat-fee $400). The flat-fee LDA document preparation model means the property deed cost is locked in before drafting begins. The LDA document preparation team handles drafting, the Preliminary Change of Ownership Report (PCOR), notarization scheduling, and County Recorder e-recording — everything required to complete the property deed transfer in one flat-fee LDA engagement. Document preparation by a Registered LDA is California’s flat-fee alternative to attorney property deed billing.
Pick the document you need —
we handle the rest.
Every service is flat-fee, prepared at your direction, and ready in 24–48 hours. Click any card for full details on that service.
Living Trust
Complete revocable living trust packages — trust document, pour-over will, financial and healthcare powers of attorney, plus the conveyance funding your home into the trust. Keep your family out of probate at a fraction of attorney rates.
Revocable Living Trust · Power of Attorney · Pour-Over Will · Advance Healthcare Directive
Learn about living trusts →
Property Transfer & Deed Recording
The deepest real estate document service in Santa Clara County. We prepare AND record every major California property document — from standard deeds to refinance paperwork, lien releases, and mortgage subordinations. Same-day e-recording in all 58 counties.
Grant Deed · Quitclaim Deed · Interspousal Transfer · Trust Transfer Deed · Deed of Trust · Promissory Note · Lien Release · Subordination Agreement · Special Power of Attorney · 58-County E-Recording
See all real estate services →
Probate Petition
Complete probate packet for California Superior Court — Petition for Probate (DE-111), Notice of Petition, Letters Testamentary or of Administration, and Inventory & Appraisal (DE-160). Affordable help for families instead of $3,000+ attorney hourly rates.
Petition for Probate · Letters Testamentary · Inventory & Appraisal · Notice of Petition
Learn about probate →
Legal Name Change
Adult name change, minor name change, gender marker amendment, or post-divorce name restoration. We prepare every form for California Superior Court — petition, notice of hearing, court order, and newspaper publication coordination when required.
Adult Name Change · Minor Name Change · Gender Marker Amendment · Post-Divorce Restoration
Start name change →
Chapter 7 Bankruptcy
Complete Chapter 7 petition packet for the Northern District of California — voluntary petition, all schedules and statements, means test calculation, statement of financial affairs, and creditor matrix. Bankruptcy Petition Preparer per 11 U.S.C. §110.
Chapter 7 Petition · Means Test · Schedules A–J · Statement of Financial Affairs
Learn about bankruptcy →
Business Formation
Launch your California business correctly. We prepare LLC, Corporation, S-Corp, and Partnership filings along with the federal EIN application — all at flat fees. Operating Agreements, Statement of Information, and DBA filings available as add-ons.
LLC Formation · Corporation · S-Corp Election · Partnership · EIN Application · Operating Agreement · DBA Filing
Form your business →
Civil Lawsuit & Response
Being sued or filing a civil case? We prepare California civil complaints, answers, motions, demurrers, discovery, unlawful detainer filings, and small claims documents formatted to local court rules. Self-representation made manageable.
Civil Complaint · Answer / Response · Unlawful Detainer · Small Claims
Learn about civil filings →The deepest real estate document service
in Santa Clara County.
Most San Jose LDAs prepare basic deeds, then send you elsewhere for the rest. We prepare AND e-record every major California real estate document — under one roof.
Refinance & Lender Paperwork
We prepare and record Deeds of Trust, Promissory Notes, and accompanying lender packages. Other LDAs refer this out to attorneys or escrow companies.
Lien Releases & Reconveyance
Paid off a loan? We prepare and record the Deed of Reconveyance and full lien release so title is cleared of the old security interest.
Mortgage Subordination
Refinancing with a second lien on title? We prepare and record the Subordination Agreement required by the new lender.
Special Power of Attorney
Real estate-specific POAs for signers who cannot appear in person — for sales, refinances, property transfers, or international clients.
Notice of Default
Property owner-initiated Notice of Default document preparation and recording, prepared at your direction.
Loan Modification E-Recording
Already have a loan modification agreement from your bank? We record it on your behalf. We do not prepare or negotiate the agreement itself.
Visit our office — or work with us remotely.
In-person consultations at our San Jose office (434 Blossom Hill Rd) or fully remote service by phone, video, and secure document upload — whichever you prefer. We serve all 58 California counties: San Jose, Milpitas, Santa Clara, Sunnyvale, Cupertino, Campbell, Los Gatos, Morgan Hill, Gilroy, and beyond.
Four California licenses —
one trusted professional.
Most Document Assistants in San Jose hold a single license and refer you elsewhere for notarization, tax matters, or real estate. Quinnie handles your entire legal, property, and tax lifecycle under one roof.
Quinnie Do — Registered Legal Document Assistant, LDA #268, Santa Clara County. Native Vietnamese speaker with on-staff Spanish support. 10+ years of paralegal experience and a proud member of CALDA.
Registered Legal Document Assistant — LDA #268
Santa Clara County registration, bond expires 03/17/2027. CALDA member. Full professional liability insurance. Verify on.gov ↗
California Notary Public
Notarize your living trust, property transfer, or other documents on the spot — no separate notary appointment needed. Mobile notary available.
IRS Tax Preparer (PTIN Holder)
Tax implications of your trust, property transfer, or business formation handled in-house. Coordinate estate planning and tax strategy without hiring a separate preparer.
California Real Estate Agent (DRE)
Property sales, property transfers into living trusts, and real estate guidance — all from the same professional who knows your estate plan and tax position.
Common questions about legal document preparation.
Honest answers to the questions clients ask most before working with a registered California Legal Document Assistant.
A Legal Document Assistant (LDA) is a California-registered, bonded professional authorized to prepare documents at your direction — without providing legal advice or court representation. LDAs are regulated under California Business & Professions Code §6400 and must be registered and bonded in each county where they practice.
TruPoint Legal is LDA #268 in Santa Clara County, bond expires 03/17/2027. An attorney advises on legal strategy and can represent you in court; an LDA prepares accurate, correctly-formatted documents at a fraction of attorney rates. For most estate planning, property transfers, probate, bankruptcy, and civil filings, the documents themselves are the deliverable.
TruPoint Legal’s complete living trust packages start at $950 individual or $1,500 joint. The package includes the revocable living trust, pour-over will, durable power of attorney, advance healthcare directive, and the conveyance funding your home into the trust.
San Jose estate planning attorneys typically charge $2,500–$8,000 for the same package. Because we prepare documents at your direction (not providing legal advice), we can offer flat-fee pricing without compromising quality.
Either works — your choice. Many clients prefer to meet in person at our San Jose office (434 Blossom Hill Rd), especially for living trust signings, complex estate planning, or first-time consultations. We’re open Monday–Friday, 10am–6pm.
For clients who prefer convenience or live outside the Bay Area, we offer fully remote service — consultations by phone or video, documents shared and reviewed digitally, and same-day electronic deed recording directly with county recorders across all 58 California counties. Many out-of-area clients complete property deed transfers without ever visiting our office.
These are the three most common deed types we prepare in California:
- Quitclaim Deed — Transfers whatever interest the grantor currently holds, with no warranties of title. Commonly used between family members, divorcing spouses, or to remove a name from title.
- Grant Deed — Transfers title with an implied warranty that the grantor has not previously conveyed the property to another party. Standard for most California property sales.
- Trust Transfer Deed — Transfers real property into a living trust. Required when funding your trust with real estate. We prepare this with the accompanying Preliminary Change of Ownership Report (PCOR) for the County Recorder.
Yes. Under 11 U.S.C. §110, a non-attorney can serve as a Bankruptcy Petition Preparer and prepare petitions for self-represented filers. TruPoint Legal prepares complete Chapter 7 packets — the voluntary petition, all schedules and statements, the means test calculation, statement of financial affairs, and creditor matrix.
A Petition Preparer cannot give legal advice about whether to file, which chapter to file under, or how to respond to creditors. If you need legal advice in addition to document preparation, we’ll tell you honestly — and recommend consulting a bankruptcy attorney for that advice.
Yes. Quinnie Do is a native Vietnamese speaker, and TruPoint Legal has Spanish-speaking staff support. Every document is explained in your language — from intake to signing — without a translator hand-off.
We have dedicated landing pages: Tiếng Việt ↗ and Español ↗.
There are several common situations where you need to record a conveyance transfer without a sale — and escrow companies cannot help, because they only handle deed work during sale transactions:
- Divorce — transferring the home to one spouse per court order (Interspousal Transfer Deed)
- Inheritance — clearing title after a co-owner passes away (Affidavit of Death of Joint Tenant or Trust Transfer)
- Adding or removing a family member — putting your spouse on title, removing an ex, or transferring to children (Quitclaim or Grant Deed)
- Funding a living trust — moving your home into the trust you already created (Trust Transfer Deed)
- Prop 19 parent-to-child transfer — preserving your tax base when transferring property to children
- Correcting a recorded deed — fixing errors in name spelling, legal description, or signatures (Correction Deed)
TruPoint Legal prepares and e-records every type of filing, starting at $275 + county recording fees, with same-day filing in all 58 California counties.
Escrow companies prepare and record deeds only as part of a sale transaction. If you’re not selling the property — just transferring between family, after a divorce, into a trust, or due to inheritance — escrow can’t legally help you.
This is exactly the gap a Legal Document Assistant fills. We prepare the correct deed type for your situation (Quitclaim, Grant, Interspousal Transfer, or Trust Transfer Deed), include the required Preliminary Change of Ownership Report (PCOR), and e-record it directly with the county recorder — usually the same day.
Cost: $275 + recording fees. Visit our San Jose office or complete everything remotely. Learn more about deed recording →
Most documents are ready in 24–48 hours after we receive your information. Property deeds are typically e-recorded the same business day. Living trust packages take 3–5 business days from intake to signing appointment. Probate petitions are prepared within 5 business days. Rush filing is available for urgent matters.
What our clients actually say.
“Quinnie helped us set up a living trust. She guided us through the entire process and made sure that everything had been done correctly and in a timely manner. The fee was very reasonable. Highly recommended.”
“I have been working with Quinnie for an Interspousal Deed Transfer. I was very impressed by the service provided. Quinnie was very responsive, knowledgeable and efficient. Highly recommend!”
“Quinnie and her team were top notch taking care of my legal issues, answered all of my questions and made sure I understood everything they were doing and why. I will be using their exceptional service again. Rock Stars in that field.”
A Registered LDA in Santa Clara County.
TruPoint Legal LLC is a Registered and Bonded California Legal Document Assistant in Santa Clara County, LDA #268 (bond expiration March 17, 2027). Verify our registration on the Santa Clara County Clerk-Recorder website ↗ and view our active membership in the California Association of Legal Document Assistants (CALDA) ↗.
Need a notary, fingerprinting, apostille, or background check?
Our same-office partner Fingerscan Digital handles DOJ-certified Live Scan fingerprinting, mobile and walk-in notary, FBI background checks, California apostille, process server delivery, and ITIN application support — all from the same San Jose location at 434 Blossom Hill Road. One visit, every supporting document done.
Ready to get your documents done right?
Tell us what you need prepared. We’ll review your situation in a free consultation — and tell you honestly whether you need an LDA or an attorney.