Legal Document Services

Save time and money with our expert paralegal services

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Flat-rate pricing

simple process

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Excellent
Based on 28 reviews
Sandy Zappia
Sandy Zappia
September 14, 2023
It has been a real pleasure working with a Lori at San Diego Legal and Real Estate. She is very passionate and knowledgeable in her field of expertise. She is always willing to go the xtra mile and educate me on all my legal issues. I have referred her to others and she never disappoints. I highly recommend Lori, and her practice to anyone looking for a professional, as well as a person with integrity, and who really cares.
Christian Neeser
Christian Neeser
August 22, 2023
Me and my wife worked with Lori on creating an estate plan/living trust. It was easy to work with her and she was very helpful and patient answering all our questions regarding the details and "difficult to understand" component of of these contracts.
Ashkaan Hassan
Ashkaan Hassan
August 8, 2023
Lori is fantastic! She helped me deal with a challenging Wills and Trusts issue with extreme patience and care. She helped us identify exactly what needed to be done and turned around the work lightning fast. I look forward to working with her in the future and I strongly recommend at least speaking with her.
Leah Rivera
Leah Rivera
April 19, 2023
Lori was the best mediator I could have asked for going through the divorce process. I wanted the divorce to be easy and painless and Lori helped majorly with that. We had some hiccups, such as having the divorce be a default divorce, and I had to file a domestic violence restraining order against my ex as well. She helped me through it all and managed to be a third party to communicate between me and my ex. She actually treated me like a human and not another customer to make money off of - I will always appreciate Lori for everything she has done for me in one of the toughest parts of my life. Definitely use her services, you won't regret it!
Bahman Pourmand
Bahman Pourmand
April 13, 2023
Lori was recommended by a friend and I went and visited with her, and she took care of my business with delight and smile, She is very knowledgeable and friendly and I’ll definitely recommend her. Please go see her if you can use her expertise.
Jenny DuFresne
Jenny DuFresne
March 30, 2023
Lori is fantastic! We will use her again for the services she provides.
Daniel Zavalani
Daniel Zavalani
December 2, 2022
Lori has been so helpful in helping evict my tenant. I would recommend her to anyone. She has both professional and personal experience in helping landlords during the eviction process and is a pleasure to work with.
Pete Clayton
Pete Clayton
August 17, 2022
Our requirement was not easy. Refinancing my deceased parents home required dissolving the Trust, filing a death certification and then working with a new lendor.. She saved us close to $1000 or more over using an attorney! All smiles :-)
War Inc.
War Inc.
March 1, 2022
Lori has been a God-send in helping us have the proper documents prepared for a real estate transaction. We appreciate her professionalism, timeliness and will definitely be working with her again for any California legal docs that we need. Thanks Lori!
Patrick Marshall
Patrick Marshall
December 13, 2021
Lori was very professional, capable, friendly, and helpful. Highly recommended!

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Lori Shannon San Diego Legal and Real Estate Services

“Our purpose is to provide low-cost legal access and assistance for everyone. The legal system is expensive, confusing and complicated. Our goal is to provide the help you need to help yourself.”

Lori Shannon, Owner, San Diego Legal and Real Estate Services

Frequently Asked Questions

We gathered the answers to some popular questions below. If you can’t find your question below feel free to contact us, and we’ll be happy to help.

Are you lawyers? Are you attorneys?

We are not attorneys and cannot provide legal advice.  We can provide legal document assistance at your specific request. A Legal Document Assistant is NOT a Lawyer. By law, a Legal Document Assistant cannot give you legal advice or represent you in the courts in any matter.  If you need to consult with an attorney, your Legal Document Assistant will be able to provide you with a referral.

Why Choose San Diego Legal and Real Estate Services?

You will potentially save thousands of dollars by utilizing our services. In most cases, we can prepare all of your divorce documents for on low flat rate compared with hiring an attorney.

What does an LDA do?

An LDA is an experience professional who is authorized to prepare legal documents for a client, but only upon the express direction of the client without providing legal advice or offering an opinion of a likely outcome.  An LDA can provide attorney prepared information to clients to assist in making informed decisions.  Most importantly they can provide invaluable assistance in routine legal tasks such as preparing and filing of documents for divorces, wills, trusts and many other legal documents.

Do I need a Legal Document Assistant?

If you do not know your legal rights in a situation, chances are highly likely that you may need to see an attorney.  If you have already decided on a course of action, but are uncertain about how to fill out the documents, you may benefit from the services of an LDA.

Is a Paralegal a Legal Document Assistant?

Legal Document Assistants were once commonly known as Independent Paralegals.  However, as of January 2, 2000, only those Paralegals working directly for attorneys may be referred to as Paralegals.  Those formally known as Independent Paralegals are now known as Legal Document Assistants (LDA’s).

Legal Document Assistants have the same or higher educational backgrounds as a paralegal making an LDA an affordable alternative to hiring an attorney in many cases.

What is the advantage of hiring a Legal Document Assistant (LDA)?

Legal Document Assistants provide a low-cost alternative to hiring an attorney for routine paperwork.  In many cases, one visit will typically be sufficient for you to be able to handle most matters.