Attorney Services

Monterey LDA Services can help your law practice with petition preparation, motion drafting, case management, and electronic case filing and more!

 

Our bankruptcy services include:

Gathering documents and contacting debtors for Chapter 7 or Chapter 13

Handling all documents required to draft a full and complete bankruptcy petition

Preparing for a meeting of creditors

Assisting you in educating the debtors about the bankruptcy process and more.

 

 FAMILY LAW
 

Do you spend too much time trying to balance your client’s needs and strict court driven deadlines? Help your clientele through the family court system with an empathic paralegal by your side.



Are you ready to get the support you and your clients need? Our office helps busy attorneys manage legal issues that affect both individuals and families. Let us help you guide clients to a new happily ever after!
 

LEGAL ISSUES IN FAMILY LAW
Adoption

Simple Divorces

Contested Divorces

Motions to Modify

Establishing Parental Relationships

Child Support

Child Visitation

Child Custody

Prenuptial Agreements

Property Stipulations

Spousal Support

Legal Separations

Grandparents Rights

 

 

FAMILY LAW IS TOUGH – DON’T PRACTICE ALONE
You need paralegals you can trust. Many family law proceedings involve prevention or recovery of physical, emotional, and financial abuse of one or more parties. This can complicate your case.

 

Document Examinations

Client Interviews

Strategy Briefings with you

Status Briefings with your clientele on your behalf

When necessary we can act as a liaison between you, your clientele, and other their parties

Document Preparation & Assembly

Electronic Filing

Mailing copies to opposing counsel
 

DOCUMENT PREPARATION
Document Preparation is labor intensive. Family law offices can quickly become overwhelmed. We have the skills, knowledge, and tools to help you practice more. Our document preparation services include reviewing, preparing, and assembling the documents you need.



Some of the most popular requested documents include:
 

Initial Petitions

Mandatory Disclosures | Mandatory Discovery Exchanges

Responsive Answers

Notices and Stipulations

Marital Settlement Agreements

Judgements

Interrogatories | Requests for Production of Documents | Request for Admission

Income and Expense Statements

Property Statements

 

PROBATE - ESTATE PLANNING AND ADMINISTRATION

Monterey LDA Services can provide your law office with probate and estate planning services. This includes, but is not limited to:

 

Revocable Living Trusts – including pour-over will

Last Will and Testament

Power of Attorney

Health Care Directive

Step-parent adoptions

Name change

 

 

BILLING / ACCOUNTING / BOOKKEEPING SERVICE

Monterey LDA Services can become your go-to in ensuring invoices are sent to your clients monthly. Some of the Accounting/Bookkeeping Services we can provide are:

 

Entering time for invoices and billing clients

Prepare invoices for attorney review

Print and mail invoices

Entering invoices into accounting/bookkeeping software

Entering payments into accounting/bookkeeping software