Legal Document Assistant

NOTICE: CLERK SERVICES AT 1450 COURT ST, SUITE 108 ARE UNAVAILABLE EVERY WEDNESDAY FROM 9AM TO 11AM FOR STAFF DEVELOPMENT. THANK YOU FOR YOUR UNDERSTANDING.

CREDIT/DEBIT PROCESSING FEES ARE INCREASING JUNE 1ST, 2024. ALL CREDIT/DEBIT PAYMENTS WILL BE SUBJECT TO A 2.6% PROCESSING FEE, WITH A $1.95 MINIMUM.

Facts:

A Legal Document Assistant (LDA) is any person who provides, assists in providing, offers to provide, offers to assist in providing, for compensation, any self-help service to a member of the public who is representing themselves in a legal matter, or who holds themselves out as someone who offers that service or has that authority. This does not apply to any individual whose assistance consists merely of secretarial or receptionist services.
State law requires LDA's to register with the County Clerk in the county where their principal place of business is located (deemed primary registration), and in each county in which they are providing the services (deemed secondary registration).
An application for secondary registration must meet all the requirements except it shall include a certified copy of the bond or cash deposit posted in the primary county.
An LDA's registration is good for 2 years and qualifies for a renewal within 3 years of expiration.

Registration:

Completed form and all supporting documents
- Individual
- Corporation Partnership
LDA bond in the amount of $25,000.
Valid picture identification.
Filing Fee (This includes the recording fee and one ID card).

Applications are accepted Monday through Friday, between the hours of 8:00 a.m. and 4:30 p.m. Payment may be made by cash, preprinted checks, money orders made payable to Shasta County Clerk. Credit or debit cards include a small convenience fee.

Completed applications must be reviewed for approval by the County Clerk, allow 5-10 working days for notification.

Regulations can be found in the Business and Professions Code 6400.