Non-Lawyer Document Preparation Services

At Solution Financial Group, we provide administrative, clerical, and document formatting services for individuals and business owners representing themselves (pro-se). Navigating standard filings and paperwork can be time-consuming; we take the friction out of the process by typing, organizing, and formatting your standard documents accurately—strictly according to your written instructions and authorized statutory guidelines. 

Routine Document Preparation Support

All services are performed exclusively using standardized, public court-approved forms, statutory forms, or third-party published legal templates selected directly by the client:

• Real Estate & Property Clerical Support:

  • Typing and formatting deeds (Quitclaim Deeds, Warranty Deeds, Lady Bird Deeds) based solely on your recorded title data and written intake.

  • Coordinating county electronic recording submissions via our authorized Simplifile integration.

  • Formatting formal landlord/tenant notices and standard lease agreements.

• Business Administrative Support:

  • Typing and submitting Florida Division of Corporations (Sunbiz) filings: Articles of Organization (LLC), Articles of Incorporation, and Annual Reports.

  • Formatting Operating Agreements, Bylaws, and Meeting Minutes from client-selected standardized templates.

  • Assisting with Federal Employer Identification Number (EIN) application filings.

  • Formatting standard promissory notes, bills of sale, and general independent contractor agreements.

• Personal & Estate Document Formatting:

  • Typing self-directed Last Will and Testaments, Revocable Living Trusts, and Living Wills using approved statutory formats.

  • Formatting Durable Financial Power of Attorney and Healthcare Surrogate Designations.

  • Formatting Uncontested Dissolution of Marriage (Simplified/Pro-Se) packages with no minor children/assets, entirely at the parties' joint written direction.

All services are performed exclusively using standardized, public court-approved forms, statutory forms, or third-party published legal templates selected directly by the client:

• Real Estate & Property Clerical Support:

  • Typing and formatting deeds (Quitclaim Deeds, Warranty Deeds, Lady Bird Deeds) based solely on your recorded title data and written intake.

  • Coordinating county electronic recording submissions via our authorized Simplifile integration.

  • Formatting formal landlord/tenant notices and standard lease agreements.

• Business Administrative Support:

  • Typing and submitting Florida Division of Corporations (Sunbiz) filings: Articles of Organization (LLC), Articles of Incorporation, and Annual Reports.

  • Formatting Operating Agreements, Bylaws, and Meeting Minutes from client-selected standardized templates.

  • Assisting with Federal Employer Identification Number (EIN) application filings.

  • Formatting standard promissory notes, bills of sale, and general independent contractor agreements.

• Personal & Estate Document Formatting:

  • Typing self-directed Last Will and Testaments, Revocable Living Trusts, and Living Wills using approved statutory formats.

  • Formatting Durable Financial Power of Attorney and Healthcare Surrogate Designations.

  • Formatting Uncontested Dissolution of Marriage (Simplified/Pro-Se) packages with no minor children/assets, entirely at the parties' joint written direction.

As a professional, non-lawyer document preparation and administrative clerical service, Solution Financial Group operates strictly within authorized statutory boundaries and non-lawyer administrative guidelines. The Client explicitly acknowledges, agrees to, and certifies compliance with the following jurisdictional restrictions:

• North Carolina Residents & Entities: In accordance with North Carolina General Statutes (N.C.G.S. Chapter 84), non-attorneys are strictly prohibited from preparing legal documents, drafting business entity formation instruments, assembling domestic relations paperwork, or preparing real estate deeds for residents or properties located within the state. Solution Financial Group cannot and does not provide document preparation services if the matter, property, or entity is governed by North Carolina law.

• Arizona Residents & Entities: Arizona mandates that any non-attorney preparing legal documents for a consumer must be formally certified as a Legal Document Preparer (LDP) under the Arizona Code of Judicial Administration (§ 7-208). Because the Provider does not hold an active Arizona LDP certification, services cannot be rendered for Arizona entities, real properties, or residents.

• California Residents & Entities: California requires individuals who prepare legal documents for self-represented consumers to register as a Legal Document Assistant (LDA) in their operating county and maintain an active surety bond (California Business and Professions Code § 6400 et seq.). The Provider is not a registered or bonded California LDA; therefore, California consumer filings and state-specific pleadings are strictly excluded from our scope of service.

• Nevada Residents & Entities: Nevada requires all non-attorney document preparation services to be licensed and bonded directly through the Nevada Secretary of State (NRS Chapter 240A). Because the Provider does not maintain a Nevada Document Preparation registration, services cannot be provided to Nevada residents or entities.

• New York Residents & Entities: Under New York Judiciary Law § 478, the preparation of legal instruments, corporate formation documents, domestic relations petitions, and real property transfers by non-attorneys is strictly defined as the Unlicensed Practice of Law (UPL). Because New York maintains no non-attorney regulatory pathway for independent document preparation, the Provider cannot prepare documents for New York residents, properties, or corporate formations.

• Louisiana & Puerto Rico Residents & Entities: Due to the distinct Civil Law legal traditions in Louisiana and the Commonwealth of Puerto Rico, the drafting and authenticating of non-contentious legal instruments and property contracts are restricted exclusively to specialized Civil Law Notaries or licensed attorneys. Solution Financial Group cannot prepare organizational, transactional, succession, family law, or estate documents governed by Louisiana Civil Code or Puerto Rico law.

• Other Regulatory & Legal Sandbox Jurisdictions: The Provider does not service clients, entities, or properties in any state or jurisdiction where clerical document preparation by non-attorneys constitutes the Unlicensed Practice of Law (UPL). The Provider does not hold specialized credentials under state paraprofessional or regulatory sandbox frameworks, including Licensed Legal Paraprofessionals (LLP) or Paraprofessionals in jurisdictions such as Utah, Oregon, Colorado, or Minnesota.