Agreement to Terms
By using this website or engaging Roseville Trust & Estate Planning for document preparation services, you agree to these Terms of Service. Please read them carefully.
About Our Services
Roseville Trust & Estate Planning is operated by a registered California Legal Document Assistant (LDA). Madison Kopta is a Legal Document Assistant, not a lawyer. LDA Registration #26-006, Placer County, California.
What an LDA Can and Cannot Do
As authorized under California Business and Professions Code §6400 et seq., a registered Legal Document Assistant may:
- Prepare legal documents at your specific direction
- Provide general factual information about legal procedures
- Furnish published legal information
- File and serve documents on your behalf
A Legal Document Assistant may not:
- Provide legal advice
- Recommend specific legal strategies
- Tell you what decisions to make
- Represent you in court
If you require legal advice or representation, we recommend consulting a licensed California attorney.
Free Consultation
We offer a free initial consultation of approximately 15 minutes. This consultation is for fact-gathering and scope discussion only; no legal advice is provided.
Service Fees & Payment
Service fees are quoted in advance and collected at the planning appointment. Government filing and recording fees (such as Placer County Recorder fees and California Secretary of State filing fees) are separate from our service fees where applicable.
Refunds
Once document preparation has commenced, fees are non-refundable. If you wish to discontinue services before preparation begins, a refund of any fees paid (less any costs already incurred on your behalf) will be issued.
Your Responsibilities
You are responsible for:
- Providing accurate and complete information
- Making all decisions regarding the structure and content of your documents
- Reviewing all documents carefully before signing
- Keeping us informed of changes that affect your documents
- Properly funding your trust by retitling assets as discussed
No Attorney-Client Relationship
Engaging our services does not create an attorney-client relationship. No communications with us are protected by attorney-client privilege.
Website Use
The content of this website is provided for general informational purposes only and does not constitute legal advice. Use of this website does not create any professional relationship.
Intellectual Property
All content on this website is the property of Roseville Trust & Estate Planning or its licensors. You may not reproduce, distribute, or create derivative works without our written permission.
Limitation of Liability
To the maximum extent permitted by law, Roseville Trust & Estate Planning, its owners, employees, and agents shall not be liable for any indirect, incidental, consequential, or punitive damages arising out of your use of our services or this website.
Governing Law
These Terms are governed by the laws of the State of California. Any disputes shall be resolved in the state or federal courts located in Placer County, California.
Changes to Terms
We may update these Terms of Service from time to time. The "Last updated" date at the top of this page reflects the most recent revision.
Contact
Questions about these Terms? Contact us at:
Roseville Trust & Estate Planning
915 Highland Pointe Dr, Suite 250
Roseville, CA 95678
madison@rosevilletrust.com
(916) 666-6937