California Association of Legal Document Assistants upcoming events

Initial Documentation and Preparation: Trust, Conservatorship, Guardianship and Probate Court Accountings (August 26, 2026)

Wed, 26 Aug 2026 19:00:00 GMT

Attention Attorneys, Paralegals and LDAs

Initial Documentation and Preparation:

Trust, Conservatorship, Guardianship and Probate Court Accountings

Wednesday, August 26, 2026

12:00 PM - 1:00 PM

Featured Speaker:

Tammara Brown, CA Legal Docs

AGENDA INCLUDES:

-Preparing an LDA contract based on the accounting services requested

-Appropriate contract wording and identifying the accounting timeframe

-When a Petition may be needed to file an accounting in Conservatorship, Guardianship, Probate or Trust Administration matters

-Trust accountings and the schedules required by Probate Code 16063

-Documents that should be provided based on the Inventory & Appraisal

Earn 1.0 hour MCLE credit*

Log in information will be provided upon registration

Tammara Brown, CA Legal Docs

I, Tammara Brown, am the founder of CA Legal Docs. CA Legal Docs specializes in Probate, Conservatorships, Guardianships, Estate Planning and Probate Court Accountings. I am a registered legal document assistant in Napa and Contra Costa County with offices in both Walnut Creek and Napa County. Proudly, I am a certified mediator, an Estate Planning Certified Specialist, a Notary as well as a CTEC registered tax preparer. As a volunteer instructor for Contra Costa Superior Court, I provide Probate Court Accounting Workshops for pro-pers and have done so for over 9 years. In addition to being a Legal Document Assistant, I am an independent paralegal for 10+ law firms.

With memberships in CALDA, NALA (Paralegal Association), the National Notary Association, Napa Bar Association, Professional Fiduciary Association and the American Bar Association, it has allowed me to learn, keep up to date with new laws, forms and ethics. I have served on the CALDA Board of Directors since 2024.

*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.

Estate Planning Roundtable (August 26, 2026)

Thu, 27 Aug 2026 00:30:00 GMT

Wednesday, August 26, 2026

5:30 pm - 7:00 pm

ESTATE PLANNING ROUNDTABLE

Meet in an informal, discussion based group to

address your Estate Planning challenges.

Gather with this network of dedicated LDAs

and draw from the experience of your colleagues.

Zoom link provided upon registration | Always FREE for CALDA Members

This is a monthly event and is not eligible for MCLE credit. Sessions are NOT recorded.

Family Law Q & A with the Judge (August 27, 2026)

Thu, 27 Aug 2026 19:00:00 GMT

Family Law Q & A with Judge Juhas

Thursday, August 27, 2026

12:00 pm to 1:15 pm

(rescheduled from Friday, August 21)

CALDA members are cordially invited to our monthly Q & A with Honorable Judge Mark Juhas of Los Angeles Family Law Superior Court.

Please submit your questions pertaining to Family Law by noon the day before to Lois Isenberg at lois@divorcesos.com

The Judge prefers early submission of questions so that he may prepare his responses and make the most of our time.

MCLE credit will be given for the time Judge Juhas spends addressing questions.

FAQs on Becoming an LDA (September 02, 2026)

Thu, 03 Sep 2026 01:00:00 GMT

Connect With CALDA and learn how to become a
registered Legal Document Assistant (LDA)

Wednesday, Se[tember 2, 2026

6:00 pm to 7:00 pm

FREE

If you're a paralegal considering a change and interested in working on your own, or if you're a student in a paralegal program nearing graduation...

This may be the career path you've been looking for!

Family Law Focus Group (September 09, 2026)

Thu, 10 Sep 2026 00:30:00 GMT

Wednesday, September 9, 2026

5:30 pm - 7:00 pm

FAMILY LAW FOCUS GROUP

A monthly discussion group to explore the obstacles

and find the solutions in Family Law matters.

Gather with this network of dedicated LDAs

and draw from the experience of your colleagues.

Zoom link provided upon registration | Always FREE for CALDA Members

This is a monthly event and is not eligible for MCLE credit. Sessions are NOT recorded.

CALDA Happy Hour (September 11, 2026)

Sat, 12 Sep 2026 00:00:00 GMT

Friday, September 11, 2026

5:00 pm - 6:00 pm

Socialize with fellow LDAs and CALDA Board Members

No agenda but questions and shoptalk are always welcome!

Always FREE for CALDA Members

Zoom link will be provided upon registration.

Member Check In (September 16, 2026)

Wed, 16 Sep 2026 19:00:00 GMT

Wednesday, September 16, 2026

12:00 pm - 1:00 pm

MAXIMIZE YOUR CALDA MEMBERSHIP!

Enjoy your lunch while we give you a tour of the CALDA website and the member benefits you might be missing.

BUILD RELATIONSHIPS!

Bring your questions to our Board members and network with your fellow LDAs. One of the biggest perks of CALDA membership is being a part of this dynamic and supportive group of professionals.

Great for new members...but always open to all CALDA members

Zoom link provided upon registration | Always FREE for CALDA Members