LIVING TRUST PREPARATION:
Knowing Your Role, Elevating Your Services
Wednesday, November 18, 2026
12:00 PM - 1:00 PM
Featured Speaker:
Chris Donica, Esq.
Living trust preparation is a valuable service California Legal Document Assistants (LDAs) offer. This presentation will explore the LDA's role in preparing living trusts, identifying provisions that require legal decision-making, and recognizing when attorney involvement is appropriate.
Through practical examples, attendees will learn how to strengthen their document preparation skills, deliver quality work products, and confidently provide services within the scope of California law.
Earn 1.0 hour MCLE credit*
Chris Donica is a licensed California and Oregon attorney, working in the Estate Planning field of law since 1998. At one point, far in the distant past, Chris and his web design company designed and ran the CALDA website and forums, though now that is being well maintained by the real professionals. He is also a past Scoutmaster of Scout Troop 7 in Medford, OR, where his son attained the rank of Eagle Scout. His daughter is a teen writer who now works with the local ambulance company, Mercy Flights. He calls beautiful Southern Oregon his home, where he helps many dozens of people per year set up, update, and manage with their family estate plans.
*MCLE certificates will be emailed to attendees whose FIRST AND LAST NAME appear on the Zoom report, verifying attendance for a minimum acceptable time. Please allow 2 business days for receipt of your certificate.