Pro Se Legal Document Solutions, LLC

About

Photo of owner/Legal Document Preparer specializing in Estate Planning including Wills and Trusts

Affordable Solutions and Experience You Can Trust for Estate Planning

Pro Se Legal Document Solutions, LLC - Affordable Estate Planning legal document preparation with experience. We offer Will and Trust packages to protect your health, assets and legacy.

Hi, I'm JoAnne and I started Pro Se Legal Document Solutions, LLC to help those who are not able to afford an Attorney to handle or prepare their estate plan documents. I'm here to help you help yourself.

I have over fifteen (15) years experience in the legal document field. Let me use my experience to help you navigate the complexity of document preparation and simplify your life by preparing the documents for you with the information that you provide.

I am not an attorney. I am a legal document preparer. What that means is, I can prepare legal documents, explain procedure, and give you legal information, but I cannot offer advice or representation. As a member of the Florida Association of Legal Document Preparers, our members voluntarily hold themselves to a high set of standards in our industry.

Estate Planning -Affordable Will and Trust Packages

While everyone knows what Wills are, not everyone has one or the related documents necessary to protect you and your assets if you become incapacitated.

We offer Will and Trust packaged that include a Last Will and Testament and/or Living Trust and the following documents:

FLORIDA DESIGNATION OF HEALTH CARE SURROGATE - allows you to name an agent to make medical decisions for you if you are unable to do so yourself.

FLORIDA LIVING WILL - tells your agent what your wishes are if you are unable to do so yourself.

HIPAA WAIVER - allows your agent access to your medical records.

DURABLE POWER OF ATTORNEY - allows you to name an agent to handle your financial affairs if you unable to do so yourself.

These documents protect you during your lifetime, however, they expire upon your death and then the Will and/or Trust would take effect.

Member of the Florida Association of Legal Document Preparer

Definition of Legal Document Preparer (LDP)

Definition of Legal Document Preparer (LDP).

FALDP member LDPs are all nonlawyers preparing various types of documents for consumers and pro se litigants, including but not limited to family law, bankruptcy, immigration, civil, and post-conviction criminal. Member LDPs assist pro se litigants and consumers by preparing documents, providing information, and explaining to the consumer their next procedural steps.

FALDP Member Pledge

As a Member of the FALDP, I agree:

To refrain from offering legal advice; and to refer customers to an attorney for legal advice [if needed].
To direct my customers to information so that they may make informed decisions.
To provide responsive customer service.
To comply fully with applicable state and federal laws.
To ensure clear and truthful advertising.
To clearly disclose costs and relevant terms.
To represent myself as a legal document preparer, and not as a paralegal.
To conduct my business ethically, honestly, and to the best of my ability.
To respect my customers’ privacy.
To keep in strict confidence my customers’ affairs, and not share information about a customer without that customer’s permission unless court ordered.

To support the Florida Association of Legal Document Preparers by respecting the rights of other members, by upholding the core values of our association as a collaborative resource of benefit to all, and to be a positive example of professionalism and integrity.

To support legislation promoting public access to the legal system.

https://www.faldp.org/members-pledge.html

Learn More About FALDP

DISCLOSURE FROM NONLAWYER

Representatives of Pro Se Legal Document Solutions, LLC are non lawyers and may not give legal advice, cannot tell you what your rights or remedies are, cannot tell you how to testify in court, and cannot represent you in court.

The Florida Bar defines a Florida Paralegal as a person who works under the supervision of a member of The Florida Bar and who performs specifically delegated substantive legal work for which a member of The Florida Bar is responsible. Only people who meet the definition may call themselves Florida Paralegals. Representatives of Pro Se Legal Document Solutions, LLC, are not Florida Paralegals as defined by Rule 10-2.1(b) of the Rules Regulation the Florida Bar and representatives of Pro Se Legal Document Solutions, LLC, cannot call themselves Florida Paralegals.

Representatives from Pro Se Legal Document Solutions, LLC may only type the factual information provided by you in writing into the blanks on the form. Except for typing, representatives of Pro Se Legal Document Solutions, LLC may not tell you what to put in the form and may not complete the form for you. However, if using a form approved by the Supreme Court of Florida, representatives of Pro Se Legal Document Solutions, LLC, may ask factual questions to fill in the blanks on the form and may also tell you how to file the form if applicable.

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