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Getting Assistance Article

Assistance with legal document preparation.

Need Assistance Preparing Legal Documents?

Individuals may complete legal documents on their own behalf. Attorneys in good standing with the State Bar of Arizona can assist you with court forms as well as provide you with important legal advice about your legal situation.

Additionally, Arizona certified legal documents preparers (“AZCLDPs”) who have been certified by the Arizona Supreme Court are authorized to help you complete court forms. However, AZCLDPs cannot give legal advice, recommend case strategies or legal remedies, engage in settlement negotiations, or represent you in Court.

The Board of Legal Document Preparers, appointed by the Arizona Supreme Court, certifies legal document preparers. AZCLDPs are certified individuals and/or businesses who prepare legal documents without the supervision of an attorney. AZCLDPs may provide general legal information but MAY NOT GIVE LEGAL ADVICE .

A Certified Legal Document Preparer CAN:

•     Prepare or provide legal documents without an attorney's supervision.

•     File and arrange for service of legal documents.

A Certified Legal Document Preparer CANNOT:

•     Give you legal advice, opinions, or recommendations.

•     Have protected or privileged communications with you.

•     Help you if you are already represented by an attorney.

A Certified Legal Document Preparer MUST:

•     Give you a written itemization of all rates and charges if you ask for one.

•     Provide completed documents to you in a timely manner.

•     Disclose to you any relationships which may give the appearance of impropriety.

•     Refrain from knowingly making misleading, deceptive, untrue, or fraudulent statements.

•     Follow Code of Conduct of ACJA §7-208 and are subject to disciplinary action if found in violation.

A directory of certified individuals and businesses is available on the Legal Document Preparer Program website . To confirm certification status, you can also contact the Program by calling (602) 452-3108.

NOTE: The Program cannot refer you to a specific AZCLDP for services. A complaint form is available on the website.

On 7/14/09 Noel said What are you saying, on one hand there is legal advise and on the other there is not legal representation.

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• Legal documents

When you start to think about it legal documents are everywhere. Sometimes you can find them in the small print at the bottom of an advert, or on a receipt for something that you purchased. Other times a legal document is something personal to you, like a will or a contract.

This section explains situations where you might need a legal document and who you can contact to create it for you.

Do I need a legal document?

There are many types of legal documents covering different situations. Depending on your issue you might need one created for you.

They can help to protect you - for example you may need a legal document to put in writing something you have agreed with someone else.

It can be very important to set down the full details of what has been agreed in writing so, if things go wrong, you can prove what was agreed between you and the other person.  A legal document may say exactly what will happen if either one of you breaks the agreement.

Legal documents for legal reasons

There are situations where you must have a certain type of document for legal reasons. Some of these have to be prepared in a certain way. Some legal documents that you might come across include:

• Wills - these explain what you want to happen to your belongings, or how your family will be cared for after you die
• Deeds of Trust – if you buy something together with other people, like a house, you can use this type of document to set out what the responsibilities of each person will be
• Contracts  – you can use this to set out the exact details of what has been agreed between you and someone else
• Tenancy agreement – this is an example of a contract, and is a document that sets out the arrangements where a tenant rents a property from a landlord
• License or Permit – these are used to give someone else permission to do something, and they often set out how long someone may act for you or be allowed to do something, as well as the fee they will pay if there is one
• Witness Statement - this is used to set out what a person states happened in a situation
• Pleadings –these documents are prepared to explain to a court what a persons’ case is and what they want the court to do
• Statutory Declaration – these are often prepared to set out and confirm the truth of specific information that is required, and they must be signed in a special way before a lawyer
• Court Order – if an agreement is reached in a civil court the details may need to be set out in a document for the judge to approve
• Consent Agreement –these are used in divorce cases, or dissolving of a civil partnership, to set out the details of agreements between the couples about the things they own that a court can then formally record in a court order

Lawyers can create documents like these for you and make sure you can rely on them when you need to.

They can also help you in other ways with legal documents. For example some legal documents must be signed in a specific way - sometimes in front of other people who are known as witnesses, or sometimes in front of another lawyer.

If you think you might need a legal document you could make an appointment to visit a law firm and talk to a lawyer about your needs. The type of lawyer you will see initially will usually be a Chartered Legal Executive, CILEx Practitioner or a Solicitor. However you might also need the help of a barrister for the preparation of some documents.

You can find out about the different types of lawyer on our types of lawyers page  and learn more about the ways they can help you – including how to go about finding the right lawyer for you.

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• Prepare legal documents

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Different types of legal documents

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What are legal documents?

From documents that state a contractual relationship to those that grant an agreed-upon right, legal documents serve as the backbone of the judicial system. While any kind of legal documentation can be complex, there are many instances in which non-lawyers can encounter legal documents in everyday life. An eviction notice, a last will and testament for a loved one, or a contract for construction on your home are some examples. Understanding how to sign, edit, and manage legal documents can be helpful in a number of business and personal situations.

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When you need to be prepared.

If you work for a small company or are an entrepreneur, you will need to frequently draft items such as employment contracts, service agreements, and more, all of which can be finalized without legal aid. If you have personal legal matters that are relatively straightforward, like a name change or an advanced directive (also known as a living will), you can prepare those yourself, too. The ability to do so can speed up business and save you time and money.

While you can draft some documents with little help, it’s wise to consult with or hire a licensed attorney for legal document preparation services or to get legal advice for things like divorce proceedings, child support, and large estate planning.

Different types of legal documents.

There are three categories that most legal documents fall under. Understanding which one fits your needs goes a long way toward informing the format and language that you’ll want to use.

Most letters are legal documents that you can prepare without a lawyer. These include letters resolving disputes, responses to orders, mediation, and much more.

Also known as agreements, these documents detail parties’ obligations to one another and outline who or what will be governed and exactly how. Examples of directives are wills, trusts, contracts, and any other written agreements for services rendered.

These are documents filed in either federal or local court, like an affidavit, complaint, or motion. As a formal part of court proceedings, a certified legal document preparer should create these.

Formal legal entities like notaries can recognize more complex legal forms like articles of incorporation and property deeds. So a licensed attorney or law firm should prepare these for the best results.

Important points to include in a legal document.

Before you start preparing your legal forms, consider the intent of the document, and research the specific requirements for your jurisdiction. And, of course, consult legal guidance before continuing if necessary.

Look for examples or templates online for inspiration and as a foundation to help you get started. Here are some common components of legal documents:

Party details. List the names, numbers, addresses (email or physical), and any other relevant information of all parties involved. This can include people or companies.

Background information. Give a brief explanation of the legal issue at hand and share any pertinent legal details regarding it, like facts or evidence.

Motion. State your proposal or “motion” for how you will try to solve the legal matter with as much specificity as possible.

Roles and responsibilities. Clearly define the duties of each party involved to avoid ambiguity. You should also include other essential points like a financial obligation and a projected schedule or timeline.

Breaches or contingencies . Provide details on the next steps should something unexpected occur or if the terms of the contract have been made null and void through violation of the agreement.

Dates and signatures. Carve out space for all associated parties to sign and date after reviewing and acknowledging the document’s terms and conditions.

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E-docs let you craft and create customizable PDFs that fit your needs. Send your document for a digital signature safely and securely in a few clicks. Receive notifications on your favorite device when it is complete. Encrypted cloud storage, featuring firewalls, password protection, and e-signature tracing, means you can rest easy knowing your documents are safe and secure.

Adobe Acrobat Sign automatically creates a backup of your form once uploaded to your Adobe account. You can save the form as a template for all your future legal document needs. Cloud sync lets you access files wherever and whenever you need them, and you can find what you’re looking for in a breeze by intelligently organizing your forms. Adobe has all the tools to become your own personal paralegal, right at your fingertips.

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