​

Privacy Policy

Effective Date: July 26, 2026
Last Updated: July 26, 2026

LDA Document Services respects your privacy and is committed to handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, retain, and protect personal information when you:

• Visit www.ldadocumentservices.com

• Contact us by telephone, email, text message, website form, or chat

• Schedule an appointment

• Place an order for legal document preparation

• Submit an intake form or questionnaire

• Upload documents through the MyCase client portal

• Participate in a telephone or video conference

• Otherwise interact with LDA Document Services

This Privacy Policy applies to information collected through our website and in connection with our document-preparation services.

LDA Document Services is not a law firm. We are not attorneys and cannot provide legal advice or represent clients in court.

​

1. Information We Collect

The information we collect depends on how you interact with us and the services you request.

Contact Information

We may collect:

• Your full legal name

• Mailing address

• Email address

• Telephone number

• Preferred method of communication

Identity-Verification Information

LDA Document Services may require a client to provide valid government-issued identification before we accept or complete an order.

Identity verification may be required for services involving:

• Living trusts

• Trust amendments or restatements

• Wills

• Powers of attorney

• Advance health care directives

• Deeds and real-property transfers

• Certifications of trust

• Other documents involving ownership, authority, identity, or execution requirements

Identity-verification information may include:

• Full legal name

• Photograph

• Signature

• Date of birth

• Driver’s license or identification-card number

• Passport information

• Issuing jurisdiction

• Issue date

• Expiration date

• A copy or image of the identification document

We collect this information to:

• Confirm the identity of the person ordering documents

• Reduce the risk of fraud, forgery, identity theft, or unauthorized transactions

• Verify names and identifying information used in documents

• Protect property owners, clients, designated agents, beneficiaries, and other affected individuals

• Satisfy applicable business, registration, recordkeeping, and document-preparation requirements

• Establish or defend against disputes concerning authorization or identity

Government-issued identification information is treated as sensitive personal information. We do not use identification documents for advertising or unrelated marketing.

Clients should upload identification through the MyCase client portal when instructed. Please do not send government identification through ordinary email unless we specifically direct you to do so.

Information Used to Prepare Documents

When you order document-preparation services, you may provide information such as:

• Family and household information

• Marital status

• Names of spouses, children, beneficiaries, trustees, successor trustees, agents, guardians, witnesses, or other designated persons

• Property and asset information

• Real-property addresses

• Assessor’s parcel numbers

• Vesting and ownership information

• Legal descriptions of real property

• Estate-planning decisions and instructions

• Financial and account information relevant to requested documents

• Health-related information relevant to advance health care documents

• Existing trusts, wills, deeds, powers of attorney, directives, or other legal documents

• Information concerning divorce or other self-represented legal-document matters

• Copies of documents submitted for review or use in preparing requested documents

Some of this information may be sensitive or confidential. Please provide only information reasonably necessary for the requested service.

​

Information About Other People

Documents may require information about another person, such as a spouse, child, beneficiary, trustee, agent, guardian, property owner, or witness.

By providing another person’s information, you represent that you are authorized to provide it or that the information is reasonably necessary for the requested document-preparation service.

We do not use information about third parties for unrelated marketing purposes.

​

Transaction and Payment Information

LDA Document Services does not currently use a third-party online payment-processing company through this website.

When you pay for services, we may maintain information such as:

• Client name

• Billing address

• Invoice number

• Service purchased

• Amount charged

• Amount paid

• Date of payment

• Payment method

• Check number or transaction reference

• Account balance

• Payment status

We do not intentionally collect or store complete payment-card numbers or card security codes through the website.

​

Communications

We may collect and retain information contained in:

• Emails

• Text messages

• Website inquiries

• Intake forms

• Questionnaires

• Voicemail messages

• Client portal communications

• Appointment notes

• Telephone communications

• Video-conference communications

• Customer-service requests

We do not record telephone or video calls without providing notice and obtaining any consent required by law.

​

Website and Device Information

When you visit our website, Wix, Google, and other technology providers may automatically collect information such as:

• Internet Protocol address

• Browser type

• Device type

• Operating system

• General geographic location derived from an IP address

• Referring website or advertisement

• Pages viewed

• Links or buttons selected

• Date and time of access

• Time spent on particular pages

• Website interactions

• Cookie identifiers

• Advertising identifiers

• Conversion information

 

2. Sensitive Personal Information

Depending on the service requested, we may collect sensitive personal information, including:

• Government-issued identification information

• Financial and asset information

• Account ownership information

• Health-related information

• Family and marital information

• Information concerning minor children

• Signatures

• Information contained in legal documents

• Private communications

 

We use sensitive personal information only as reasonably necessary to:

• Verify identity

• Provide requested document-preparation services

• Complete transactions

• Protect clients and property owners

• Maintain security

• Prevent fraud or unauthorized activity

• Comply with recordkeeping and legal obligations

• Establish, exercise, or defend legal claims

 

We do not use sensitive personal information to infer characteristics about individuals for advertising purposes.

Do not submit Social Security numbers, complete financial account numbers, passwords, medical records, or other highly sensitive information through an ordinary website contact form or unencrypted email unless we specifically instruct you to do so.

 

3. How We Collect Information

We may collect personal information from the following sources.

 

Directly From You

We collect information when you:

• Complete a contact form

• Submit an intake form or questionnaire

• Place an order

• Upload documents

• Provide identification

• Schedule an appointment

• Communicate with us

• Pay for services

• Subscribe to marketing communications

 

Automatically Through the Website

Wix, Google Analytics, Google Ads, cookies, tags, pixels, conversion tools, security services, and similar technologies may collect information automatically when you visit or interact with the website.

 

Through the MyCase Client Portal

We use MyCase periodically for client communications, intake, document exchange, document storage, and matter management.

Information submitted through MyCase may include:

• Contact information

• Government-issued identification

• Existing legal documents

• Property records

• Family information

• Financial or asset information

• Draft and completed documents

• Messages and communications

• Appointment information

• Matter-related records

MyCase is an independent service provider with its own privacy practices, security controls, and contractual terms.

 

From Other Service Providers

We may receive information from providers that assist us with:

• Website hosting

• Website analytics

• Advertising

• Appointment scheduling

• Video conferencing

• Electronic signatures

• Cloud storage

• Document transfer

• Email delivery

• Information technology

• Cybersecurity

 

From Referral Sources

A person, professional, or business may provide limited contact information when referring someone to LDA Document Services.

A referral does not authorize us to disclose the client’s order, documents, communications, or matter status to the referral source.

 

4. How We Use Personal Information

We may use personal information to:

• Respond to inquiries

• Verify identity

• Determine whether we provide the requested service

• Prepare documents at the client’s specific direction

• Confirm the accuracy of names, property information, and client instructions

• Communicate about an order or matter

• Schedule and conduct appointments

• Provide drafts and completed documents

• Provide signing, witnessing, notarization, filing, service, or recording instructions when included in the service

• Issue invoices and maintain payment records

• Maintain client and transaction records

• Operate, secure, and improve the website

• Analyze website activity and performance

• Measure advertising effectiveness

• Prevent fraud, forgery, misuse, and security incidents

• Protect our rights, clients, and property owners

• Respond to complaints or disputes

• Comply with legal, regulatory, tax, accounting, insurance, and recordkeeping obligations

• Send marketing communications when permitted

• Carry out purposes disclosed when information is collected

LDA Document Services prepares documents only at the client’s direction. We do not use client information to independently select legal strategies, determine legal rights, or provide legal advice.

 

5. How We Disclose Personal Information

We may disclose personal information in the following circumstances.

 

Service Providers

We may disclose information to service providers that assist us with:

• Wix website hosting and website functionality

• MyCase client communications, document exchange, and matter management

• Google Analytics

• Google Ads

• Appointment scheduling through Microsoft Bookings, Calendly, or similar services

• Video conferencing through Zoom, Microsoft Teams, or similar services

• Electronic signatures through DocuSign or similar services

• File storage or transfer through Google Drive, Dropbox, or similar services

• Email and communications

• Information technology

• Cybersecurity

• Accounting

• Insurance

• Professional consulting

Service providers may receive only the information reasonably necessary to perform their functions.

We do not authorize service providers to use client legal documents or identification information for their own unrelated marketing purposes.

 

At Your Direction

We may disclose information when you request or authorize us to provide it to:

• A spouse or co-client

• A notary

• A county recorder

• A court or court-filing service

• A process server

• A title or escrow company

• A financial institution

• An attorney

• An accountant

• A financial adviser

• A tax professional

• Another person or organization you designate

 

Legal, Regulatory, and Safety Purposes

We may disclose information when reasonably necessary to:

• Comply with applicable law

• Respond to a subpoena, court order, warrant, or lawful government request

• Comply with regulatory, licensing, registration, or recordkeeping requirements

• Protect the rights, safety, or property of LDA Document Services, our clients, or others

• Detect, investigate, or prevent fraud, identity theft, forgery, misuse, or security incidents

• Establish, exercise, or defend legal claims

 

Business Transfers

Personal information may be transferred as part of a merger, sale, financing, reorganization, dissolution, or transfer of all or part of the business, subject to applicable law.

 

6. Referral Sources and Affiliates

LDA Document Services does not sell client leads or disclose client purchase or matter information to referral sources for joint marketing.

A referral source is not automatically entitled to receive:

• Confirmation that a person became a client

• Information about services purchased

• Copies of documents

• Matter status

• Payment information

• Client communications

• Personal or sensitive information

We may disclose information to a referral source only when:

• The client expressly authorizes the disclosure;

• The disclosure is necessary to perform a service requested by the client; or

• The disclosure is required or permitted by law.

 

7. Google Analytics and Google Ads

We use Google Analytics to understand how visitors use our website. Google Analytics may collect:

• IP address

• Device and browser information

• General geographic information

• Referring website

• Pages visited

• Time spent on the website

• Website interactions

• Cookie or device identifiers

We also use Google Ads to advertise our services and measure campaign effectiveness. Google Ads may use cookies, tags, pixels, conversion tools, or similar technologies to determine whether a visitor interacted with an advertisement or completed an action on our website.

Depending on configuration, advertising technologies may permit Google to associate website activity with information collected through other websites, applications, or services. Under California law, disclosures for cross-context behavioral advertising may constitute “sharing,” even when no money changes hands.

Non-essential analytics and advertising technologies are controlled through our cookie-consent tool. Visitors may reject or disable applicable cookie categories through the website’s Cookie Settings or Privacy Choices controls.

 

8. Cookies and Similar Technologies

We may use cookies, pixels, tags, local storage, conversion tools, and similar technologies.

 

Essential Cookies

Essential cookies support:

• Website security

• Website navigation

• Form functionality

• Network management

• Cookie preferences

• Basic website operation

Essential cookies may remain active because they are necessary for the website to function properly.

 

Analytics Cookies

Analytics cookies help us understand:

• Website traffic

• Page performance

• Visitor interactions

• Technical errors

• How visitors locate and use the website

 

Functional Cookies

Functional cookies may support:

• Appointment scheduling

• Chat functions

• Maps

• Videos

• Form preferences

• Other website features

 

Advertising Cookies

Advertising technologies may be used to:

• Measure advertising effectiveness

• Track advertising conversions

• Understand whether visitors arrived through an advertisement

• Support personalized or cross-context advertising, when enabled

You may manage non-essential cookies using the website’s cookie-preference tool.

Your choice may apply only to the browser and device you are using. You may need to repeat your preferences when you:

• Use another browser

• Use another device

• Clear cookies

• Reset browser settings

• Use a private browsing session

Disabling cookies may affect website features or performance.

 

9. Global Privacy Control

Our website is configured to recognize qualifying Global Privacy Control signals.

A Global Privacy Control signal communicates a browser or device user’s request to opt out of qualifying sales or sharing of personal information. Covered businesses that sell or share personal information must treat qualifying GPC signals as valid opt-out requests.

A GPC signal generally applies to the browser or device from which it is sent unless applicable law requires broader treatment.

 

10. Sale and Sharing of Personal Information

LDA Document Services does not sell personal information for monetary compensation.

Certain disclosures through advertising, analytics, cookies, or tracking technologies could be considered a “sale” or “sharing” under California privacy law, depending on how the technologies are configured and the contractual relationship with the recipient.

For purposes of California privacy law, “sharing” generally refers to disclosure for cross-context behavioral advertising.

You may request to opt out of applicable sale or sharing by:

• Using the website’s Cookie Settings or Privacy Choices controls;

• Enabling Global Privacy Control in a supported browser or extension; or

• Emailing info@ldadocumentservices.com with the subject line:
  Do Not Sell or Share My Personal Information

You are not required to create an account to submit an opt-out request.

Please review our separate Do Not Sell or Share My Personal Information page for additional information.

 

11. Data Retention

We retain personal information only for as long as reasonably necessary for the purposes described in this Privacy Policy.

Retention purposes may include:

• Identity verification

• Preparing and completing requested documents

• Maintaining client and transaction records

• Responding to questions about completed services

• Documenting client instructions and authorization

• Preventing fraud, forgery, or identity theft

• Addressing disputes or complaints

• Complying with legal, tax, insurance, registration, and recordkeeping obligations

• Establishing, exercising, or defending legal claims

• Maintaining website and information security

Retention periods may differ based on:

• The type of information

• The type of document

• The service performed

• Applicable legal requirements

• The existence of a dispute or claim

• Business and insurance requirements

A deletion request may not result in deletion of information that we are permitted or required to retain.

When information is no longer reasonably necessary, we may securely delete, destroy, redact, anonymize, or archive it.

 

12. Information Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information.

These safeguards may include:

• Secure website connections

• Password-protected systems

• Restricted access to client records

• MyCase client portal controls

• Multifactor authentication where available

• Secure document-storage practices

• Malware and security monitoring

• Backup and recovery measures

• Confidentiality requirements

• Secure deletion and disposal procedures

No website, email system, client portal, storage platform, or transmission method is completely secure. We cannot guarantee absolute security.

Clients are responsible for protecting their:

• Portal credentials

• Passwords

• Access links

• Email accounts

• Mobile devices

• Computers

Notify us promptly if you believe your account, communications, or documents have been accessed without authorization.

 

13. Email and Text Communications

Ordinary email and text messaging may not be fully secure.

Please do not transmit government identification, Social Security numbers, complete financial account numbers, passwords, medical records, or other highly sensitive information by ordinary email or text unless we specifically instruct you to do so.

By providing an email address or telephone number, you authorize us to communicate with you regarding:

• Your inquiry

• Your appointment

• Your order

• Your documents

• Payment or invoice information

• Service-related matters

Marketing communications will be sent only as permitted by law.

You may unsubscribe from marketing emails by using the unsubscribe link in the message or by contacting us. Opting out of marketing does not prevent service-related, transactional, or legally required communications.

 

14. Third-Party Websites and Services

Our website may link to or integrate third-party services, including:

• MyCase

• Google

• Wix

• Microsoft Bookings

• Calendly

• Zoom

• Microsoft Teams

• DocuSign

• Google Drive

• Dropbox

• Mapping services

• Social media platforms

Third parties maintain their own privacy policies, terms, and security practices.

This Privacy Policy does not govern information that a third party independently collects, controls, or processes for its own purposes.

Review the third party’s privacy policy before providing information through that service.

 

15. Children’s Privacy

Our website and services are intended for adults and are not directed to children under 13.

We do not knowingly collect personal information directly from children under 13 through the website.

An adult client may provide information about a minor child when reasonably necessary to prepare requested documents, such as:

• A will

• A living trust

• A guardianship nomination

• A parenting-plan document

• Another authorized legal document

Information concerning a minor is used only for the requested service and other lawful business purposes.

 

16. California Privacy Rights

The California Consumer Privacy Act, as amended by the California Privacy Rights Act, applies to qualifying for-profit businesses that meet specified statutory criteria.

Those criteria currently include a business that:

• Had annual gross revenue exceeding $25 million in the preceding calendar year, subject to statutory adjustment;

• Annually buys, sells, or shares the personal information of 100,000 or more consumers or households; or

• Derives 50 percent or more of annual revenue from selling or sharing consumers’ personal information.

LDA Document Services has not determined that it meets a statutory threshold requiring application of the CCPA.

Nevertheless, we voluntarily provide reasonable privacy choices and will comply with applicable California privacy requirements to the extent they apply to our business and the information involved.

When the CCPA applies, California residents may have the following rights.

 

Right to Know

You may have the right to request information about:

• Categories of personal information collected

• Specific pieces of personal information collected

• Sources of personal information

• Business or commercial purposes for collection, use, sale, or sharing

• Categories of recipients

• Categories of personal information sold, shared, or disclosed

 

Right to Delete

You may have the right to request deletion of personal information collected from you, subject to exceptions.

We may retain information when reasonably necessary to:

• Complete a transaction

• Provide requested services

• Maintain required records

• Protect security

• Prevent fraud

• Comply with legal obligations

• Establish, exercise, or defend legal claims

 

Right to Correct

You may have the right to request correction of inaccurate personal information maintained about you.

 

Right to Opt Out of Sale or Sharing

You may have the right to direct a covered business not to sell or share personal information.

California recognizes qualifying Global Privacy Control signals as opt-out requests for covered businesses.

Right to Limit Certain Uses of Sensitive Personal Information

You may have the right to limit use or disclosure of sensitive personal information when it is used beyond purposes permitted under California law.

LDA Document Services intends to use sensitive personal information only as reasonably necessary to provide requested services, verify identity, maintain security, comply with law, and perform other permitted business purposes.

 

Right to Nondiscrimination

We will not unlawfully discriminate against you for exercising an applicable privacy right.

California privacy rights include rights to know, delete, correct, opt out of sale or sharing, limit certain uses of sensitive personal information, and receive nondiscriminatory treatment.

 

17. Categories of Personal Information Collected

Depending on your interaction with us, we may collect the following categories of information:

CategoryExamplesPrimary purposes

IdentifiersName, address, email, telephone number, IP addressCommunication, services, identity verification, security

Government identifiersDriver’s license, identification card, passport informationIdentity verification, fraud prevention, document accuracy

Customer recordsContact information, invoices, payment and service recordsService delivery, accounting, recordkeeping

Protected characteristicsMarital and family information when required for documentsPreparing requested documents

Commercial informationServices ordered, invoices, payment historyTransactions, administration, support

Internet activityWebsite activity, browser, device and cookie informationWebsite operation, analytics, security, advertising

Geolocation informationGeneral location inferred from IP addressAnalytics, security, regional service information

CommunicationsEmails, texts, portal messages and voicemailResponding to inquiries and providing services

Professional informationOccupation or business information when relevantPreparing requested documents

Sensitive informationIdentification, financial, health, family and legal-document informationIdentity verification and requested services

InferencesLikely service interests or website preferencesWebsite improvement and advertising

We do not necessarily collect every category from every person.

18. Submitting a Privacy Request

To submit a privacy request, contact:

LDA Document Services
12544 High Bluff Drive, Suite 200
San Diego, California 92130

Telephone: 858-792-3403
Email: info@ldadocumentservices.com
Website: www.ldadocumentservices.com

Use the subject line:

California Privacy Request

Please clearly describe the request and identify the email address, telephone number, or other information associated with your interaction with us.

Do not send additional sensitive information unless we request it through an appropriate method.

 

Identity Verification

Because we maintain sensitive client and document information, we may need to verify the identity of a person submitting a request to access, correct, or delete information.

Verification may involve comparing information provided with information already maintained in our records.

We may request government-issued identification when reasonably necessary to prevent unauthorized access to client records. We will use information provided for request verification only for verification, security, and legally permitted purposes.

Opt-out requests generally do not require full identity verification, although limited information may be needed to identify the browser, device, or information associated with the request. Covered businesses generally must respond to opt-out requests as soon as feasibly possible and within 15 business days.

 

Response Time

When the CCPA applies, we will respond within the period required by applicable law.

 

Authorized Agents

You may authorize another person to submit a privacy request on your behalf.

We may request:

• Proof that the agent is authorized to act for you;

• Verification of your identity; or

• Direct confirmation that you authorized the request.

California permits consumers to use authorized agents, subject to reasonable verification requirements.

 

19. California “Shine the Light” Requests

California Civil Code section 1798.83 may permit certain California residents to request information regarding specified disclosures of personal information to third parties for their direct-marketing purposes.

A qualifying request may be submitted to:

info@ldadocumentservices.com

Use the subject line:

California Shine the Light Request

 

20. Do Not Track Signals

Some browsers provide a “Do Not Track” setting. There is no universally accepted standard for responding to ordinary Do Not Track signals.

We recognize qualifying Global Privacy Control signals as described in this Privacy Policy.

 

21. Users Outside California

This website is operated from California and is intended primarily for individuals seeking California legal document-preparation services.

We do not represent that our services are appropriate or available in every jurisdiction.

Individuals in other jurisdictions may have privacy rights under applicable law. We will respond to legally applicable requests.

22. Changes to This Privacy Policy

We may update this Privacy Policy to reflect changes in:

• Our services

• Website functionality

• Vendors

• Information practices

• Security practices

• Applicable law

• Regulatory guidance

The revised policy will be posted on this page with an updated “Last Updated” date.

When required, we will provide additional notice of material changes.

23. Contact Information

Questions, concerns, or requests regarding this Privacy Policy may be directed to:

LDA Document Services
12544 High Bluff Drive, Suite 200
San Diego, California 92130

Telephone: 858-792-3403
Email: info@ldadocumentservices.com
Website: www.ldadocumentservices.com