A legal document assistant is a non-lawyer authorized under state law to help people complete their own legal tasks and legal documents.
Registration Requirements
To become a legal document assistant, you must:
- Meet certain education and experience requirements (see below)
- Provide a bond (or cash deposit)
- Apply in the county in which you work
- Complete 15 hours of continuing education (renewals only)
Disqualifications
You may not register if any of the following apply to you:
Education/Experience Requirements
You must provide documentation showing that you meet one of four education/experience options:
- ABA-Approved Paralegal Program
- Education: Graduation from a paralegal program approved by the American Bar Association (ABA)
- Experience: None
- Documentation: 1) Certificate/Diploma, 2) proof of ABA approval
- Non-ABA-Approved Paralegal Program
- Education: Graduation from a paralegal program that is accredited but not approved by the ABA and requires the completion of at least 24-semester units of specialized legal courses
- Experience: None
- Documentation: 1) Certificate/Diploma, 2) transcripts showing proof of coursework
- Bachelor's Degree
- Education: A bachelor's degree
- Experience: One year of law-related experience under the supervision of a licensed attorney or one year of experience providing self-help prior to January 1, 1999
- Documentation: 1) Diploma, 2) letter from the attorney verifying experience required experience, or 3) letter declaring you meet the experience requirement for offering self-help prior to 1999
- High School Diploma/GED
- Education: A high school diploma or general equivalency diploma
- Experience: Two years of law-related experience under the supervision of a licensed attorney or two years of experience providing self-help service prior to January 1, 1999
- Documentation: 1) Diploma, 2) letter from the attorney verifying experience required experience, or 3) letter declaring you meet the experience requirement for offering self-help prior to 1999
You must provide supporting documentation each time you renew.
Bond/Cash In Lieu
To register as a legal document assistant, you must record a bond or deposit cash in lieu of a bond.
Bond Requirements
Your bond must include the following information:
- Name of Surety Company
- Name of Principal
- In favor of the State of California
- Name of County of primary registration
- Specific term with an expiration date
- Continuation Certificates require the original recorded bond or certified copy be included with a cover sheet for recording
- Correct Liability Amount
Individual UDA |
$25,000 |
Corporation: |
|
1 - 4 employees |
$25,000 |
5 - 9 employees |
$50,000 |
10 or more employees |
$100,000 |
- Signature and acknowledgment of the surety company or the attorney in fact for the surety company
o If signed by an attorney in fact for the surety, a copy of the "Power of Attorney" must be attached to the bond unless the bond indicates it has been executed pursuant to CCP 995.630(b)
- Principal's signature
- Filing Fee
Cash in Lieu of Bond
Instead of posting a bond, a LDA registrant may submit a cash deposit. We will keep your deposit in an interest-bearing account and hold it until your expiration date, plus three years.