There are times when clients, seek out their services and assistance as a cost saving alternative to the higher priced attorneys when they feel their case is not difficult or contested. This may seem like a logical choice for clients in lower income brackets, that are in need of legal help. Legal document preparers may offer their assistance to the public at a strict minimum. The law has guidelines in place that give clear boundaries for LDA’s and their work related abilities of what they are allowed to do and not allowed.
In the case of Birbrower, supra, 17 Cal.4th at 128 (citing People v. Merchants Protective Corp. (1922) 189 Cal. 531, 535, 209 P. 363. It is imperative legal document assistants and preparers, maintain their disclaimers that they do not hold themselves out as attorney’s.
As it is for paralegals, LDA’s should never advise their clients of the law, and neither should they represent a client in court proceedings, offer legal advice to a client, as it may relate to the client’s legal …show more content…
It is essential that non licensed or disbarred lawyers maintaining themselves accordingly with respects to the law to avoid UPL. The law is clear and concise in the state of California, all lawyers, must hold a valid license to practice law. Lawyers must be a member of the California Bar Association and be in good standing. Straightforward and well defined laws for UPL also include non-licensed lawyers in California, that are in possession of a valid license to practice law, in another state. These attorneys must apply to the California Bar and take the exam in order to obtain a valid license to practice law in California. (according to Cal. Bus. Prof. Code Section 6450(b)(5), states that lawyers who are licensed elsewhere may not practice law in California. (Birbrrower, Montalbano, Condon &Frank, P.C. v. Superior Court (1998) 17 Cal. 4th 119, 70 Cal. Rptr. 2d 304, 949 P.2d 1. Should the rules and regulations be disregarded in the slightest the individual is considered to be in violation of the law, accordingly the individual will have committed a crime of UPL. ( Cal Bus. Prof. Code Section