Our Services
Provide services via zoom or remote
Estate Planning
Living Revocable Trust
Transfer of Property
Working Process
Bold Approaches Expert Drafting Results that Matter
Initiating discussions within family
We help you initiate and streamline preliminary discussions within your family leaders (if applicable) to understand the overall long-term family vision and objectives for Succession
Information gathering
We begin gathering all information related to business, properties, taxes, investments, wishes, and aspirations of all family members
Detailed scrutiny of every small piece of information
Scrutiny of each document, arrangement, system, business, and investment is done to provide recommendations for the optimal way forward and documentation for each of them
Drafting, Vetting and Finalization
Drafting, vetting, and finalization of actionable documents, processes, and actions undertaken. Post these actions, applicable changes for titles, tax filings, legal agreements, and business restructuring are also undertaken
ANDREW AGUIRRE
Skilled Legal Document Drafter | Speak Spanish and I help the Spanish speaking community
A Legal Document Assistant (LDA) helps individuals with legal paperwork and procedures, especially when they can't or prefer not to hire an attorney. Their role includes:
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Preparing Documents: They assist in drafting, filling out, and filing various legal documents, such as divorce papers, wills, powers of attorney, and business formation documents.
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Providing Information: They can offer general information about legal processes and procedures but do not provide legal advice.
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Filing Documents: They help ensure that documents are filed correctly with the appropriate court or agency.
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Ensuring Compliance: They ensure that all paperwork meets legal requirements and deadlines.
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Helping with Procedures: They can guide clients through the steps required to complete legal processes, such as serving legal notices or responding to court orders.
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In essence, LDAs offer support for managing legal documents and procedures, bridging the gap between legal needs and professional legal services.
I am a Legal Document Assistant, registered in Los Angeles County, California, Registration #2023113603. I am not an attorney and cannot provide legal advice or represent you in court. The services provided are self-help services at your specific direction.
