“Paralegal” is the most common term used for an Arizona Certified Legal Document Preparer (“CLDP”). However, a paralegal can only work under the supervision of an licensed attorney. A CLDP is licensed by the Supreme Court of Arizona to provide legal services to the public without the supervision of an attorney. The Supreme Court of Arizona certifies and monitors all CLDPs preparing legal documents to protect the public.

In addition to educational and legal experience requirements, a CLDP must sit for and pass a written examination. Once licenced, CLDPs are authorized to prepare any legal documents for the public, as long as they do not provide legal advice or attempt to represent someone in court. They are also not bound by the attorney-client privilege. If ordered by the court, a CLDP has to disclose information. CLDPs are required to attend a minimum of ten hours of approved continuing education each year to ensure they maintain competence in the field and stay up to date with changes in the law.

Many clients prefer to use a CLDP because they do not have complicated estate plans that require legal advice and legal fees are much lower (sometimes half!) compared to what an attorney charges.