LDA Rules & Regs

CALIFORNIA CODE OF REGULATIONS

LEGAL DOCUMENT ASSISTANTS

Division 38. Department of Consumer Affairs

Table of Page Contents

___________________________________________________________________________________

LEGAL DOCUMENT ASSISTANT (per CA Code of Regulations) 3900, et seq.

CALIFORNIA CODE OF REGULATIONS

Title 16. Professional and Vocational Regulations
Division 38. Department of Consumer Affairs
Chapter 5. Legal Document Assistants
Article 1. Legal Document Assistant Registration Forms (Refs & Annos)
16 CA ADC § 3900

§ 3900. Legal Document Assistant Registration Forms.
(a) Every individual who wishes to register as a legal document assistant as defined in paragraph (1) of subdivision (c) of section 6400 of the Business and Professions Code shall complete the following form and submit it to the county clerk in each county where the individual performs acts for which registration is required:
Individual
APPLICATION FOR REGISTRATION AS LEGAL DOCUMENT ASSISTANT County of ____________ INSTRUCTIONS: Completely fill in all personal information requested in Part A. Check each applicable box in Parts B-E and provide information as requested for each box that is checked. Attach legible copies of all documents requested for each box that is checked (attach certified copies and originals as specified). You must sign the completed application under penalty of perjury.
A. PERSONAL INFORMATION:
Name: _____________________________________________________________
Date of Birth: ____________________________________________________
Business Name: ____________________________________________________
Business Address: _________________________________________________
Business Telephone Number: ________________________________________
California Driver’s License Number: _______________________________
(or other personal identification that is acceptable to the county clerk).
B. EDUCATION AND EXPERIENCE:
1. Paralegal Program/ABA School
Empty Checkbox​a. I have earned a certificate of completion from a paralegal program that is approved by the American Bar Association (attach copy of certificate of completion).
2. Paralegal Program/Non-ABA School
Empty Checkbox​a. I have earned a certificate of completion from a paralegal program that is institutionally accredited but that is not approved by the American Bar Association (attach copy of certificate of completion)
AND
Empty Checkbox​b. I successfully completed a minimum of 24 semester units (or the equivalent) in legal specialization courses (attach copy of transcript).
Number of semester units (or the equivalent) ___________________
3. College or University
Empty Checkbox​a. I have a bachelor’s degree in (field)____________________
(attach copy of diploma)
AND
Empty Checkbox​b. I have completed at least one year of law-related experience working under the supervision of a licensed attorney (attach original statement on the attorney’s letterhead signed by the attorney describing the scope and dates of your experience)
OR
Empty Checkbox​ I completed at least one year of experience providing self-help service as defined by Business and Professions Code s 6400(d) before January 1, 1999 (attach original statement describing the scope and dates of your experience).
4. High School or General Equivalency Diploma
Empty Checkbox​a. I have a high school diploma (attach copy of diploma)
OR
Empty Checkbox​ I have a general equivalency diploma (attach copy of diploma)
AND
Empty Checkbox​b. I have completed at least two years of law-related experience working under the supervision of a licensed attorney (attach original statement on the attorney’s letterhead signed by the attorney describing the scope and dates of your experience)
OR
I completed at least two years of experience providing self-help service as defined by Business and Professions Code s 6400(d) before January 1, 1999 (attach original statement describing the scope and dates of your experience).
C. CIVIL JUDGMENT:
Empty Checkbox​1. I have been held liable in a final judgment or a stipulated judgment entered in a civil action that alleged fraud, use of an untrue or misleading representation, or use of an unfair, unlawful or deceptive business practice (attach certified copy of each judgment).
Empty Checkbox​2. I have had a civil judgment entered against me in an action arising out of my negligent, reckless or wilful failure to properly perform my obligation as a legal document assistant or an unlawful detainer assistant (attach certified copy of each judgment).
D. CRIMINAL CONVICTION: (NOTE: Conviction means a plea or verdict of guilty or a conviction following a plea of nolo contendere. Any conviction dismissed under Penal Code s 1203.4 must be included. )
Empty Checkbox​1. I have been convicted of a felony (attach certified copies of each conviction and disposition).
Empty Checkbox​2. I have been convicted of misdemeanor unlawful practice of law or contempt of the authority of a court under Business and Professions Code s 6126 or s 6127 (attach certified copies of each conviction and disposition).
Empty Checkbox​3. I have been convicted of a misdemeanor violation of the provisions on legal document assistants and unlawful detainer assistants at Business and Professions Code ss 6400-6416 (attach certified copies of each conviction and disposition).
E. REVOCATION OF REGISTRATION:
Empty Checkbox​1. I have had registration as a legal document assistant or an unlawful detainer assistant revoked by a county clerk under Business and Professions Code s 6413 (attach certified copy of each revocation).
I declare under penalty of perjury under the laws of the State of California that all information on this application and on all accompanying documents is true and correct and that I am not currently disbarred or suspended from the practice of law pursuant to Business and Professions Code ss 6100-6117.
Signature: _____________________________________________________
Date: __________________________________________________________
(b) Every corporation or partnership that wishes to register as a legal document assistant as defined in paragraph (2) of subdivision (c) of Section 6400 of the Business and Professions Code shall complete the following form and submit it to the county clerk in each county where the corporation or partnership performs acts for which registration is required:
Corporation or Partnership

APPLICATION FOR REGISTRATION AS LEGAL DOCUMENT ASSISTANT County of
INSTRUCTIONS: Completely fill in all business and personal information requested in Part A. Check each applicable box in Parts B-F and provide information as requested for each box that is checked. Attach legible copies of all documents requested for each box that is checked (attach certified copies and originals as specified). The completed application must be signed under penalty of perjury by a senior executive officer or a general partner.
A. BUSINESS AND PERSONAL INFORMATION:
Name of Corporation or Partnership:
Business Name:
Business Address:
Telephone number:
Name of Each Corporate Officer or General Partner:
Date of Birth of Each Corporate Officer or
General Partner:
B.EDUCATION AND EXPERIENCE : (NOTE: This information must be provided for at least one corporate officer or general partner.) Name of corporate officer or general partner for whom education and experience information is provided:________________________________
1. Paralegal Program/ABA School
Empty Checkbox​a. The above-named officer or partner has earned a certificate of completion from a paralegal program that is accredited by the American Bar Association (attach copy of certificate of completion).
2. Paralegal Program/Non-ABA School
Empty Checkbox​a. The above-named officer or partner has earned a certificate of completion from a paralegal program that is institutionally accredited but that is not approved by the American Bar Association (attach copy of certificate of completion)
AND
Empty Checkbox​b. The above-named officer or partner has successfully completed a minimum of 24 semester units (or the equivalent) in legal specialization courses (attach copy of transcript). Number of semester units (or the equivalent) ________.
3. College or University
Empty Checkbox​a. The above-named officer or partner has a bachelor’s degree in (field)_______________________________
(attach copy of diploma)
AND
Empty Checkbox​b. The above-named officer or partner has completed at least one year of law-related experience working under the supervision of a licensed attorney (attach original statement on the attorney’s letterhead signed by the attorney describing the scope and dates of this experience)
OR
Empty Checkbox​ The above-named officer or partner completed at least one year of experience providing self-help service as defined by Business and Professions Code s 6400(d) before January 1, 1999 (attach original statement signed by the officer or partner describing the scope and dates of this experience).
4. High School or General Equivalency Diploma
Empty Checkbox​a. The above-named officer or partner has a high school diploma (attach copy of diploma)
OR
Empty Checkbox​The above-named officer or partner has a general equivalency diploma (attach copy of diploma)
AND
Empty Checkbox​b. The above-named officer or partner has completed at least two years of law-related experience working under the supervision of a licensed attorney (attach original statement on the attorney’s letterhead signed by the attorney describing the scope and dates of this experience)
OR
Empty Checkbox​ The above-named officer or partner completed at least two years of experience providing self-help service as defined by Business and Professions Code s 6400(d) before January 1, 1999 (attach original statement signed by the officer or partner describing the scope and dates of this experience).
C.DISBARMENT/SUSPENSION : (NOTE: This information must be provided for each corporate officer or general partner.)
Empty Checkbox​1. An officer or general partner is presently disbarred or suspended from the practice of law pursuant to Business and Professions Code ss 6100-6117.
Name: __________________________________________________________
Date of disbarment or suspension: ______________________________
D.CIVIL JUDGMENT : (NOTE: This information must be provided for each corporate officer or general partner.)
Empty Checkbox​1. An officer or general partner has been held liable in a final judgment or a stipulated judgment entered in a civil action that alleged fraud, use of an untrue or misleading representation, or use of an unfair, unlawful or deceptive business practice (attach certified copy of each judgment).
Empty Checkbox​2. An officer or general partner has had a civil judgment entered against him or her in an action arising out of negligent, reckless or wilful failure to properly perform the obligations of a legal document assistant or an unlawful detainer assistant (attach certified copy of each judgment).
E.CRIMINAL CONVICTION : (NOTE: This information must be provided for each corporate officer or general partner. Conviction means a plea or verdict of guilty or a conviction following a plea of nolo contendere. Any conviction dismissed under Penal Code s 1203.4 must be included. )
Empty Checkbox​1. An officer or general partner has been convicted of a felony (attach certified copies of each conviction and disposition).
Empty Checkbox​2. An officer or general partner has been convicted of misdemeanor unlawful practice of law or contempt of the authority of a court under Business and Professions Code s 6126 or s 6127 (attach certified copies of each conviction and disposition).
Empty Checkbox​3. An officer or general partner been convicted of a misdemeanor violation of the provisions on legal document assistants and unlawful detainer assistants at Business and Professions Code ss 6400-6416 (attach certified copies of each conviction and disposition).
F.REVOCATION OF REGISTRATION : (NOTE: This information must be provided for each corporate officer or general partner.)
Empty Checkbox​1. An officer or general partner has had registration as a legal document assistant or an unlawful detainer assistant revoked by a county clerk under Business and Professions Code s 6413 (attach certified copy of each revocation).
I declare under penalty of perjury under the laws of the State of California that all information on this application and on all accompanying documents is true and correct.
Signature: [FNa1] _______________________________________________
Title: _________________________________________________________
Date: __________________________________________________________
[FNa1]
Corporate applicant: Application must be signed by the chairman of the board or the president; or by any vice president and the secretary, any assistant secretary, the chief financial officer or any assistant treasurer.
[FNa1]
Partnership applicant: Application must be signed by at least one general partner.
(c) The county clerk in each county shall reproduce the application forms prescribed by subdivisions (a) and (b).
Note: Authority cited: Section 6402, Business and Professions Code. Reference: Sections 7.5, 6402, 6402.1 and 6403, Business and Professions Code.
HISTORY
1. New chapter 5 (articles 1-5), article 1 (section 3900) and section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22
16 CCR § 3900, 16 CA ADC § 3900

_________________
§ 3910. Definitions.
16 CA ADC § 3910
BARCLAYS OFFICIAL CALIFORNIA CODE OF REGULATIONS
Barclays Official California Code of Regulations Currentness
Title 16. Professional and Vocational Regulations
Division 38. Department of Consumer Affairs
Chapter 5. Legal Document Assistants
Article 2. Review of Denial of Registration or Renewal of Registration (Refs & Annos)
16 CCR § 3910
§ 3910. Definitions.
The following terms have the following meanings in this article:
(a) “Applicant” means an individual, partnership or corporation that has submitted an application to a county clerk for registration as a legal document assistant and that has been denied registration or renewal of registration by the county clerk under subdivision (c) of section 6406 of the Business and Professions Code.
(b) “Application” means the application form prescribed by subdivision (a) or (b) of section 3900 that an applicant has properly completed and submitted to a county clerk, and that the county clerk has returned to the applicant under subdivision (c) of section 6406 of the Business and Professions Code.
(c) “Department” means the Department of Consumer Affairs.
(d) “Director” means the director of the Department of Consumer Affairs or his or her designee.
(e) “Disqualifying event” means a conviction, civil judgment or revocation of registration described in subdivision (b) of section 6406 of the Business and Professions Code. The term also means a disbarment or suspension from the practice of law described in section 6402 of the Business and Professions Code.
(f) “Legal document assistant” has the same meaning as in subdivision (c) of section 6400 of the Business and Professions Code.
Note: Authority cited: Section 6406, Business and Professions Code. Reference: Sections 10, 6400, 6402 and 6406, Business and Professions Code.
HISTORY
1. New article 2 (sections 3910-3940) and section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22
16 CCR § 3910, 16 CA ADC § 3910
________________
§ 3920. Request for Review of Denial of Registration or Renewal.
16 CA ADC § 3920
BARCLAYS OFFICIAL CALIFORNIA CODE OF REGULATIONS
Barclays Official California Code of Regulations Currentness
Title 16. Professional and Vocational Regulations
Division 38. Department of Consumer Affairs
Chapter 5. Legal Document Assistants
Article 2. Review of Denial of Registration or Renewal of Registration (Refs & Annos)
16 CCR § 3920
§ 3920. Request for Review of Denial of Registration or Renewal.
(a) Following a county clerk’s denial of registration or renewal of registration as a legal document assistant pursuant to subdivision (c) of section 6406 of the Business and Professions Code, an applicant who wishes the director to review the denial shall submit the following documents to the director at the department’s headquarters: (1) the application that the applicant submitted to the county clerk and (2) the county clerk’s notice specifying the reasons for the denial of registration or renewal of registration.
(b) The applicant also shall submit to the director a certified copy of:
(1) each final judgment or stipulated judgment for each civil judgment,
(2) each conviction and disposition for each criminal conviction, and
(3) each revocation of registration for each revocation of registration that is disclosed in the applicant’s application or cited in the county clerk’s notice of denial.
(c) The applicant also shall submit to the director a certified copy of the order disbarring or suspending the applicant from the practice of law if a disbarment or suspension is disclosed in the applicant’s application or is cited in the county clerk’s notice of denial.
(d) The applicant also may submit any other relevant written information that the applicant wishes the director to consider.
(e) The applicant’s request for review shall not be deemed to be submitted under section 3940 until the director has received at the department’s headquarters all of the documents required by subdivision (a) and all of the documents as required by subdivisions (b) and (c).
Note: Authority cited: Section 6406, Business and Professions Code. Reference: Section 6406, Business and Professions Code.
HISTORY
1. New section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22
16 CCR § 3920, 16 CA ADC § 3920
_____________________________________________________
§ 3930. Director’s Review of Denial of Registration or Renewal.
16 CA ADC § 3930
BARCLAYS OFFICIAL CALIFORNIA CODE OF REGULATIONS
Barclays Official California Code of Regulations Currentness
Title 16. Professional and Vocational Regulations
Division 38. Department of Consumer Affairs
Chapter 5. Legal Document Assistants
Article 2. Review of Denial of Registration or Renewal of Registration (Refs & Annos)
16 CCR § 3930
§ 3930. Director’s Review of Denial of Registration or Renewal.
(a) The director shall review the documents submitted by the applicant under section 3920 and shall apply the criteria stated in this section to determine whether to order that the applicant’s certificate of registration be granted or denied pursuant to subdivision (e) of section 6406 of the Business and Professions Code.
(b) Where the county clerk has denied the applicant registration or renewal of registration because the applicant has failed to demonstrate having met one of the education and experience requirements stated in section 6402.1 of the Business and Professions Code, the director shall determine whether the failure specified in the county clerk’s notice of denial is likely to expose consumers to a significant risk of harm.
(c) Where the county clerk has denied the applicant registration or renewal of registration because the applicant is currently disbarred or suspended from the practice of law as prohibited by section 6402 of the Business and Professions Code, or because of a conviction, civil judgment or revocation of registration as specified in subdivision (b) of section 6406 of that Code, the director shall review each disbarment, suspension, conviction, civil judgment and revocation of registration disclosed in the application or cited in the county clerk’s notice of denial to determine whether any of these disqualifying events, separately or in combination, is substantially related to the qualifications, functions and duties of a legal document assistant. The director shall make this determination by applying the criteria stated in paragraphs (1) and (2).
(1) The director shall consider a disqualifying event to be substantially related to the qualifications, functions and duties of a legal document assistant if to a substantial degree it evidences present or potential unfitness of the applicant to perform the functions authorized by his or her registration in a manner consistent with the public health, safety or welfare.
(2) The director also shall evaluate the rehabilitation of the applicant and his or her present eligibility to be registered. The director shall consider the following criteria in making this evaluation:
(A) The nature and severity of the disqualifying event;
(B) Evidence of any act committed subsequent to the disqualifying event which also could be considered as grounds for denial under section 480 or subdivision (b) of section 6406 of the Business and Professions Code;
(C) The time that has elapsed since the disqualifying event occurred;
(D) The extent to which the applicant has complied with any terms of parole, probation, restitution, or any other sanctions lawfully imposed against the applicant;
(E) If applicable, evidence of expungement proceedings pursuant to section 1203.4 of the Penal Code; and
(F) Evidence, if any, of rehabilitation submitted by the applicant.
(3) The director’s determination that a disqualifying event is substantially related to the qualifications, functions and duties of a legal document assistant shall constitute the director’s determination, for purposes of subdivision (e) of section 6406 of the Business and Professions Code, that the issuance of a certificate of registration to the applicant is likely to expose consumers to a significant risk of harm.
Note: Authority cited: Section 6406, Business and Professions Code. Reference: Sections 475-482, 6402 and 6406, Business and Professions Code.
HISTORY
1. New section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22
16 CCR § 3930, 16 CA ADC § 3930
______________________________________
§ 3940. Director’s Decision.
16 CA ADC § 3940

Title 16. Professional and Vocational Regulations, Division 38. Department of Consumer Affairs, Chapter 5. Legal Document Assistants, Article 2. Review of Denial of Registration or Renewal of Registration (Refs & Annos), 16 CCR § 3940

§ 3940. Director’s Decision.
Within 30 days of the applicant’s submission of his or her request for review under section 3920, the director shall complete the review and determination process prescribed by section 3930 and shall send to the applicant and the county clerk a written decision listing the reasons that registration shall be granted or denied. The director shall order the applicant’s certificate of registration to be granted if the director determines that issuance of the certificate is not likely to expose consumers to a significant risk of harm. The director shall order the applicant’s certificate of registration to be denied if the director determines that issuance of the certificate is likely to expose consumers to a significant risk of harm.
Note: Authority cited: Section 6406, Business and Professions Code. Reference: Section 6406, Business and Professions Code.
HISTORY 1. New section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22, 16 CCR § 3940, 16 CA ADC § 3940
_________________________________
§ 3950. Legal Document Assistant Standard Contract.
16 CA ADC § 3950
Title 16. Professional and Vocational Regulations, Division 38. Department of Consumer Affairs, Chapter 5. Legal Document Assistants, Article 3. Legal Document Assistant Standard Contract (Refs & Annos), 16 CCR § 3950

§ 3950. Legal Document Assistant Standard Contract.
(a) Every legal document assistant as defined in subdivision (c) section 6400 of the Business and Professions Code who enters into a contract or agreement with a client to provide self-help services shall complete the standard form contract specified in subdivision (b). Upon execution of the contract by all parties, and prior to providing any service, the legal document assistant shall give a copy of the contract to all client parties. The contract shall be in English and in any other language understood by the client and principally used in any oral sales presentation or negotiation leading to execution of the contract. The legal document assistant shall be responsible for translating the contract into any language other than English principally used in any oral sales presentation or negotiation leading to execution of the contract, and shall give all client parties copies of both the fully-executed English-language version of the contract and the foreign-language translation of it before providing any service.

(b) Legal Document Assistant Contract for Self-Help Services.
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
1. 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).
2. [12-point bold type] I am not an attorney. I cannot perform the legal services that an attorney performs. I cannot engage in the practice of law.
3. [12-point bold type] The county clerk has not evaluated or approved my knowledge or experience, or the quality of my work.
4. 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.
5. It is a violation of California law if I make any false or misleading statement to you.
6. I cannot obtain special favors from, and I do not have any special influence with, any court or any state or federal agency.
7. 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 legal information that has been 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.
These are the only kinds of services that I can perform for you. I cannot provide you any service if you need additional services. If you need additional services, then you 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.
[12-point bold type] 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
[Bold type] You may cancel this contract for any reason within 24 hours after we both have signed it.
[Bold type] 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 for 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
Legal Document Assistant
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: ____________________

Date of expiration: ____________________

County:____________________

I have filed a bond or made a cash deposit in the following
counties:____________________

Client____________________
Name of 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
[12-point bold type] 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.)
(c) The legal document assistant shall reproduce the standard form contract prescribed by subdivision (b).

Note: Authority cited: Section 6410, Business and Professions Code. Reference: Sections 6401.6, 6402, 6405, 6408, 6409, 6410 and 6411, Business and Professions Code.
HISTORY
1. New article 3 (section 3950) and section filed 8-12-99; operative 8-16-99 pursuant to Government Code section 11343.4(d) (Register 99, No. 33).
This database is current through 5/31/19 Register 2019, No. 22
16 CCR § 3950, 16 CA ADC § 3950

Legal Document Assistant Code – Conduct of Business
BUSINESS AND PROFESSIONS CODE – BPC

DIVISION 3. PROFESSIONS AND VOCATIONS GENERALLY [5000 – 9998.11], ( Heading of Division 3 added by Stats. 1939, Ch. 30. )
CHAPTER 5.5. Legal Document Assistants and Unlawful Detainer Assistants [6400 – 6415], ( Chapter 5.5 repealed and added by Stats. 2002, Ch. 1018, Sec. 2. )

ARTICLE 3. Conduct of Business and Prohibited Acts [6408 – 6415], ( Article 3 added by Stats. 2002, Ch. 1018, Sec. 2. )

6408.
The registrant’s name, business address, telephone number, registration number, and county of registration shall appear in any solicitation or advertisement, and on any printed papers or documents prepared or used by the registrant, including, but not limited to, contracts, letterhead, business cards, correspondence, documents, forms, claims, petitions, checks, receipts, and pleadings.

The registrant’s name, business address, telephone number, registration number, expiration date of the registration, and county of registration shall appear on the written contract required to be provided to a client pursuant to Section 6410, as well as on any Internet Web site maintained by the registrant, and in any solicitation, advertisement, document, or correspondence prepared or used by the registrant in electronic form.

(Amended by Stats. 2015, Ch. 295, Sec. 10. (AB 285) Effective January 1, 2016. Repealed as of January 1, 2021, pursuant to Section 6401.7.)

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