Cornerstone guides

Legal Document Directory Guides

Procedural guidance and checklists.

LDA Definition & Scope

An LDA is an authorized professional registered and bonded under state law to prepare legal documents at the specific direction of self-represented individuals without giving legal advice.

Read guide

California Requirements

Review mandatory county clerk registration, $25,000 corporate surety bond rules, education prerequisites, and statutory contract disclosures under Cal. Bus. & Prof. Code § 6400.

Read guide

Arizona Program

How the Arizona Judicial Branch regulates Certified Legal Document Preparers (CLDPs) under Arizona Supreme Court Rule 31 and Arizona Code of Judicial Administration § 7-208.

Read guide

UPL Safe Harbor

The critical legal distinctions between permissible factual document completion and prohibited legal advice, legal strategy selection, and court representation.

Read guide

Contract Disclosures

Statutory contract terms required by state law, client rights to cancel, fee schedules, and mandatory consumer disclaimers.

Read guide