MDT Document Assistants
Legal Document Assistants can help you prepare legal documents per your direction. Legal Document Assistants cannot and do not give advice as they are not attorneys.
If you need advice from an attorney, Mt. Diablo Trust partners with the best attorneys in the area, so your questions are only answered by an attorney authorized to practice law in the State of California.
Jacqueline Jolley, LDA
Jackie, as she prefers to be known, has worked as a Paralegal for many years. Having attended San Francisco State University and, with a B.A. in Political Science from Sonoma State University, she also served as Paralegal Department Head and Dean at Empire College.
It is worth noting that she comes from a long line of Law Professionals. You can see where the seed of interest in helping people navigate the legal system first began.
Jackie’s experience includes, but is not limited to:
- Living Trusts, Family Law, Estate Planning, Probate and Real Property.
- Placer County LDA #17-003
- CALDA MEMBER
- CA NOTARY PUBLIC #2365248
Wendy Rehberg, LDA
Growing up in Shasta County, Wendy comes from a family of legal professionals. For many years she worked as a paralegal in her father’s real estate & estate planning law practice in Redding, CA. Uncles, cousins, and in-laws also work in the field of law.
In 2010, she attended Shasta College, graduated with honors, and received an Associate’s degree as a Legal Assistant. After her father retired, she began her career as a California Licensed Realtor. In 2019, she became a Registered Legal Document Assistant (LDA) to provide affordable legal document services to the public.
Wendy’s combined experience, education, passion, and respect for the law profession qualify her to hold the title of LDA.
- Placer Co. LDA #24-002
- CALDA Member
- CA DRE #02136702
- CA Notary Public #2493203
Top Legal Document Assistants FAQs
What's Different Between Legal Document Assistants And Lawyers?
Legal Document Assistants help prepare legal documents but cannot give legal advice or represent clients in court. Lawyers can do both and provide more comprehensive legal services.
What Are Examples Of Legal Documents?
Common documents include divorce papers, trusts, wills, power of attorney, incorporation papers, and various court forms. The exact range of services can vary by jurisdiction and individual practice.
What is a Typical Timeframe For Document Preparation?
The time required depends on the complexity of the documents and the assistant’s workload. Simple documents might be prepared in a day or two, while more complex ones could take a week or more.
What Is The Cost For MDT Services?
Pricing varies depending on the type and complexity of documents. Generally, legal document assistants are less expensive than lawyers for document preparation. Visit our Services & Fees page to view our fee structure.
Are Documents Legally binding?
Documents prepared by legal document assistants can be legally binding if properly executed. However, the assistant should explain that proper execution (e.g., signing, notarizing) is often necessary for the document to be legally effective.
Are Remote Verses In-person Services Offered?
Yes, we offer remote services for some documents, allowing clients to provide information and receive documents electronically. However, certain documents require in-person meetings.
What Information Is Required?
The specific information required depends on the document type but often includes personal details, relevant dates, asset information, and the specifics of the legal matter at hand.
Do LDAs Provide Court Filing Assistance?
Some Legal Document Assistants can help with the mechanics of filing documents with the court, but cannot represent clients in court proceedings.