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While we specialize in Wills and Trusts, we offer many related document services that tend to be very affordable.

Common Document Requests

1

EXECUTOR DOCUMENTS

  • Affidavit of Domicile

  • Employee Death Benefits Letter

  • Executor’s Letter to Financial Institution

  • General Notice of Death

  • Request for Death Certificate

  • Notice to Creditor of Death

  • Executor’s Checklist

2

PERSONAL FINANCE DOCUMENTS

  • General Bill of Sale

  • Security Agreement for Borrowing Money

  • Limited Power of Attorney for Finances

  • Notice to Terminate Joint Credit Card Account

  • Online Promissory Note

  • Revocation of Power of Attorney

3

HOME & FAMILY DOCUMENTS

  • Authorization for International Travel with Minor

  • Authorization for Minor’s Medical Treatment

  • Authorization for to Drive a Motor Vehicle

  • Child Care Agreement

  • Child Care Instructions

  • Elder Care Agreement

  • Pet Care Agreement

  • Housekeeping Services Agreement

  • House-sitting Instructions

  • Request for Birth Certificate

  • Notice to Put Name on Do Not Call List

  • Subscription or Membership Cancellation Form

  • Temporary Guardianship

  • Authorization for Care of Minor

Law court

ESTATE Document Services

Did you know that some property such as joint bank accounts, insurance proceeds, 401ks, and other financial investments may be given to your designated beneficiary and avoid probate?

Living Trust

what is included:

  • Living Trust

  • Pour-Over Will

  • Minor’s Power of Attorney

  • Minor’s Health Care Power

  • General Power of Attorney

  • Health Care Directive

  • Final Disposition Instructions

Will with Powers

what is included:

  • Last Will and Testament

  • Power of Attorney

  • Advance Directives for Health Card

  • Final Disposition

  • Minor’s Power of Attorney

  • Minor’s Health Care Directive

Powers for a Couple

what is included:

  • Durable Power of Attorney

  • Medical Power of Attorney

  • Advance Health Care Directive

  • Final Disposition

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Contact

12544 High Bluff Dr., Ste 200

San Diego, CA 92130

General Inquiries:
858-792-3403

© 2026 LDA Document Services. All Rights Reserved.   LDA Document Services is not a law firm. Sean Gelt is not an attorney and cannot provide legal advice or represent clients in court. Documents are prepared at the specific direction of self-represented clients. Website information is for general educational purposes only and does not create an attorney-client relationship.  Sean Gelt, Registered Legal Document Assistant, San Diego County Registration No. 00182 • Expires February 15, 2028     LEGAL DISCLAIMER

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