Member of the National Judgment Network (NJN) Since 1996
Member of the California Legal Document Assistants. (CALDA) Since 2000
LEGAL DOCUMENT ASSISTANCE is a  NEW Profession in California:

For the first time, a new California law known as SB1418 authorizes non-lawyers to prepare legal documents for people doing
their own legal tasks. Effective January 1, 2000, these non-lawyers, called Legal Document Assistants, may:

1.  Distribute to their customers legal materials that have been published or approved by a lawyer
2.  Prepare the customers' legal documents under the direction of their customers
3.  File the customers' legal documents in the appropriate courts

To qualify as a Legal Document Assistant, a person must::

1.  Register with each County in which they work.
2.  Post a $25,000 Bond

Establish that he or she has a minimum level of experience and/or education.  Every Legal Document Assistant will be using a
Contract that has been approved by the California Department of Consumer Affairs. The Contract will provide appropriate notice
to the Legal Document Assistant’s customers regarding the scope of the customers’ rights and the Legal Document Assistant’s
duties.

This Bill was passed for your protection. When you look to hire a Legal Document Assistant after January 1, 2000 be sure to ask
if he or she is bonded and registered.

LEGAL DOCUMENT ASSISTANT
CONTRACT FOR SELF-HELP SERVICES

This is a contract between me, _______________________________, and you, ___________________________, for the self-
help services described in Part I below. I am the “legal document assistant” and you are the “client.”

IMPORTANT NOTICES:

You should read and understand this entire contract before you sign it. You should understand the kinds of services that I can
and cannot perform for you (see Part I below).

I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
The county clerk has not evaluated or approved my knowledge or experience, or the quality of my work.

I cannot keep your original documents if you request that I return them to you. I cannot keep your original documents if you and I
do not sign this contract or if this contract terminates (ends) for any reason. I cannot keep your original documents after all of the
contract services have been provided (see Part I below). It is a violation of California law if I keep your original documents under
any of these circumstances.

It is a violation of California law if I make any false or misleading statement to you.

I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
As required by law, I have filed a bond or made a cash deposit and have registered as a legal document assistant in each county
where I will perform services on your behalf.

I.  SELF-HELP SERVICES:
Kinds of services that I can perform for you: I can perform the following self-help services for you in connection with a legal matter
in which you are representing yourself: I can type or otherwise complete, as you specifically direct, legal documents that you have
selected. I can provide you general published factual information that was written or approved by an attorney, to help you
represent yourself. I can provide you published legal documents. I can file and serve legal forms and documents as you
specifically direct.

I cannot provide for you any other services. The above mentioned services are the only kinds of services that I may perform for
you. If you need additional services, then you may require the services of an attorney.

Kinds of services that I cannot perform for you: I cannot provide you any self-help service unless you are representing yourself in
a legal matter and the self-help service relates to that legal matter.

I cannot engage in the practice of law.  This means that I cannot give you any kind of advice, explanation, opinion or
recommendation about possible legal rights, remedies, defenses, strategies or options that you may have.  I cannot give you any
advice, explanation, opinion or recommendation regarding selection of forms.

I will provide you all the following services (list all services for which the client is being charged):

A.
B.
C.
D.

You are paying me only for those services listed above and no others. It is unlawful for me to make any guarantee or promise to
you unless it is written in this contract and unless I have a factual basis for making the guarantee or promise.

II.  FEES AND EXPENSES:
You agree to pay me the following fees, costs, and expenses:

A. A flat fee in the total amount of $__________ for all services, costs, and expenses, to be paid as follows (itemize services,
costs and expenses and state terms of payment):

OR

B. A rate of $__________ per hour, not to exceed a total of $ __________ for all services, costs, and expenses. I will provide you
a statement itemizing all services rendered, expenses incurred, and the balance owed, each time a payment is due.

III.  CANCELLATION:
You may cancel this contract for any reason within 24 hours after we both have signed it.

If you cancel the contract, I must immediately refund any fees which you have paid me. The only fees that I may keep are fees for
services which I have actually, necessarily and reasonably performed on your behalf during the 24-hour period. I cannot keep any
fees for services performed during the 24-hour period unless you knew that I would perform those services and you agreed in
this contract that I would perform them.

To cancel this contract, send me a written notice stating that you are canceling the contract. Mail the notice by first-class mail with
the correct postage, and send it to me at my address (see Part V below). Cancellation takes effect on the date of the postmark on
the notice. You can also cancel this contract by delivering a written notice of cancellation to my address within the 24-hour period.

You may also cancel this contract at any time if I:

Fail to give you a copy of this contract before providing any services to you, or

Fail to specify in the contract the services which I will perform and the costs of those services, or

Fail to give you a copy of the contract in English and in any other language that you understand and that was principally used in
any oral sales presentation or negotiation leading to execution of the contract.

If you cancel this contract for any of these reasons, I must immediately refund in full any fees which you have paid me.
You may also cancel this contract at any time if you have legal cause.

IV.  ATTORNEY'S FEES AND COSTS:
In the event of suit or damages arising from this contract or to enforce any of its provisions, the court may award the prevailing
party his or her reasonable attorney’s fees and costs.

V.  DESCRIPTION OF THE PARTIES: Full name:  ____________________________________
Business name (if different):  ____________________________________
Street address of business:  ____________________________________
City, State, ZIP:  ____________________________________
Telephone number:  ____________________________________
Fax number (if any):  ____________________________________
Registration number in county where
services will be provided:  ____________________________________
I have filed a bond or made
a cash deposit in the following counties:  ____________________________________

Client:  ____________________________________
Name of client:  ____________________________________
Street address:  ____________________________________
City, State, ZIP:  ____________________________________
Telephone number:  ____________________________________


Title or brief description of the legal matter in which the client is representing himself or herself:
_________________________________________________

VI.  SIGNATURES:

Executed at ________________, California.

Signature of Legal Document Assistant ______________________Date_________

Notices to Client:

You may obtain information from the local bar association or a legal aid or legal services office regarding free or low-cost
representation by a lawyer.

You may contact the local police, sheriff, district attorney or legal aid, or legal services office if you believe that you are the victim of
fraud, unauthorized practice of law, or other injury.

Client ____________________________ Date__________

Client ____________________________ Date__________

THIS CONTRACT IS NOT VALID OR BINDING UNTIL THE LEGAL DOCUMENT ASSISTANT HAS GIVEN ALL CLIENT PARTIES A
FULLY EXECUTED COPY OF IT, INCLUDING AN ACCURATE TRANSLATION OF IT IN ANY LANGUAGE OTHER THAN ENGLISH
THAT THE CLIENT UNDERSTANDS AND THAT WAS PRINCIPALLY USED IN ANY ORAL SALES PRESENTATION OR
NEGOTIATION LEADING TO EXECUTION OF THE CONTRACT.

NOTE: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409,
6410, 6411, Business and Professions Code.  
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