Preparing a document

Arizona Legal Document Preparation Service

What is a Legal Document Preparer

Legal document preparers (LDP), also known as legal document assistants, are licensed by the state of Arizona to provide legal document services to clients instead of an attorney. LDPs are more affordable than a lawyer.

Legal document preparers, like Senior Planning, can assist with legal documents such as:

While we cannot provide legal advice the same way an attorney would, we can provide legal information to aid the process and help you determine the best options. We can write up many documents at a far lower cost than an attorney. If we cannot assist, we will let you know right away and refer you to someone who can.

How Does a Legal Document Preparer get Certified?

Legal document preparers in Arizona must be certified by the Arizona Supreme Court. To get certified, one must successfully complete a legal document preparer program and exam.

Arizona Legal Document Preparer vs. Lawyer

“Do I need a lawyer for this?” is a common question we hear. Each situation is unique and depending on what you need, the answer will vary. A lawyer can offer legal advice, which is something that legal document preparers cannot do. For complex legal issues, a lawyer may be the best option, regardless of cost.

However, many people simply need documents like trusts, POAs, or wills to have on hand for the future and do not want to pay attorney fees. This is where we can help. If you need any legal documents prepared, and you prefer a more cost-effective option, give us a call.

What services can Senior Planning Provide as a Legal Document Preparer?

Senior Planning offers a complete selection of legal documents related to long term care and estate planning. This includes advanced directives, Arizona Power of Attorney documents, and Arizona Wills. If you are looking to apply to ALTCS, we can create an income-only trust, also known as a Miller trust for you or your loved one. ALTCS applicants who are above the monthly income allowance, but still want to become eligible for benefits, must use a Miller Trust. Also, we can provide advanced directives such as a Living Will.

Dealing with Complex Situations

Although many situations seem complicated, you’d be surprised at how many people are going through the same ordeal. For Senior Planning, most situations are relatively easy to address. As a legal document preparation service, Senior Planning can prepare for complex situations requiring trusts and other legal matters. If your legal document matter is beyond the scope of what we can deal with, we can refer you to a lawyer in the required field.

Consultations

As a licensed legal document preparer, Senior Planning and its employees do not give legal advice. Information on our site and communications from our staff should not be considered a substitute for the advice of an attorney. That being said, our consultations are free and we will let you know immediately if we cannot help, so there is no harm in calling today. If you require the advice of an attorney, we will refer you to someone who will be able to help.