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The FALDP Docket -- Florida Association of Legal Document Preparers Monthly Newsletter
July 16, 2012

Florida Association of Legal Document Preparers

The FALDP Docket

Volume 3; Issue 7
July, 2012


Members and Friends

This free newsletter is published every month for the benefit of FALDP members, legal document preparers, and friends. We hope it is informative, useful, and entertaining.

Many announcements will be published here first - and then added to the site.

We developed a Member Handbook to make your life easier. All of the information contained in it is available elsewhere on our site. But now, its all in one place. Please download it and save it in your computer. Although the information is not exhaustive, we're hoping it will answer most of your questions.

Member Handbook

Living Trust Webinar

We held a Living Trust webinar on Saturday July 14. James Middleton of Estate Preservation Group, LLC explained living trusts to our attendees. James has a system for preparing living trusts that he is happy to share with others. He will be one of our speakers at the Third Annual Conference in St. Augustine to further explain Living Trusts, and his preparation system.

Third Annual Conference

Get Ready ... the excitement builds...

MEMBERS ONLY ~ Day One - FALDP Forum -

  • When: Saturday, September 22 - 9:00 - 5:00
  • What: FALDP Forum - Includes guest speakers, workshops, guided discussions, prizes, and more - more details to be posted soon
  • Where: St. Augustine, Florida - The Hilton Hotel on the Bayfront
  • Who: FALDP Members Only
  • Why: Network, Learn, Share Strategies, Make New Contacts
  • Cost: FALDP Forum Only - Saturday, 9:00 - 5:00 - Premium Members - $75; Basic Members - $90.

    More details, registration form, and complete agenda will be posted soon. We have negotiated discounts on local accommodations for conference attendees.

    We have three exciting guest speakers scheduled for Day One at the FALDP Forum.

    Agenda - Day One - 9/22

  • 9:00 - Introduction - Ruth Tick, Director
  • 10:00 - "Goals & Milestones" Open Discussion and Brainstorming Session
  • 11:00 - Guest Speaker - James Middleton - "All About Living Trusts - Protecting Your Family" - James N. Middleton has been selling Legal Documents since June 4, 1984.  James will be speaking to FALDP Members about Estate Planning Documents Medical P.O.A. Health Care Surrogate, Living Will, HIPAA Waiver and Living Trust.  To include your customers options to purchase these documents elsewhere - such as Legal Zoom, local Attorney, Internet search sites Google, or Yahoo
  • 12:00 - Break for Lunch
  • 1:00 - Guest Speaker - Joseph Delgado, of P.U.L.S.E., PEOPLE UNITED FOR LEGAL SYSTEM EQUALITY - "Unauthorized Practice of Law v Access to Justice"
  • 2:00 - "Strategies for Success"
  • 3:00 - Guest Speaker - Joey Morales - "Credit Repair That Really Works"
  • 4:00 - Announcements, Prizes, & Giveaways

  • Guest Speaker, James Middleton, Bio

    Legal Document Preparer


    We are dedicated to providing advanced and affordable estate planning documents that are state specific and up-to-date. Since we are not attorneys, we do not provide legal advice. 

    After years of witnessing people lose control of their family’s assets due to fraud, accident, illness, incapacity and again at death (Probate), James formed a system to educate people by providing information and documents to create solutions that allow families to control, protect, and distribute their estate.  He saw the need for a company that would provide a straight forward estate planning process that is quick, convenient and affordable.

    We also address the estate planning concerns for special needs children, charities and the establishment of endowments. Our goal is to ensure the best solution for our clients in addressing their estate planning needs.

    Guest Speaker, Joey Morales, Bio

    Joey Morales became involved with the credit repair industry about 10 years ago while living in South Florida. He moved to the Jacksonville area and, in 2008, was introduced to Credit Justice Services, whose founder and CEO, Douglas Muir, had implemented a program focused on protecting the rights of consumers through adherence to all of the credit reporting laws and regulations. Since 2008, Joey and his team, have helped many individuals and families to achieve their credit related goals. Joey has assisted mortgage brokers to convert credit denials into credit approvals, and has helped real estate agents by referring buyers who are able to qualify for financing.

    Joseph L. Delgado, Guest Speaker, Bio

    For nearly 30 years, Mr. Delgado has been a staunch advocate for citizens’ right of self-representation and access to the courts. He fervently believes that our legal system -- courts, judges, and the Rule of Law -- should not be the sole domain of attorneys. Delgado believes, as did our founding fathers, that American jurisprudence was intended for the benefit of, by, and for The People.

    In 1992, while living in Hawaii, Delgado galvanized the support of thousands of citizens and successfully killed the State’s first attempt to criminalize the unlicensed practice of law (UPL) statute.

    In 2007, taking his self-litigant rights interests to the next level, Delgado launched, founded and became the Executive Director for People United for Legal System Equality (P.U.L.S.E.), a tax-exempt organization advocating for the fair and equal treatment of pro se litigants. His Pledge of Solidarity for self-litigants is seeking signatures of support from like-minded individuals.

    Liberty lies in the hearts of men and women.
    When it dies there,
    no constitution,
    no law,
    no court can save it.

    Honorable Judge Learned Hand

    Day Two - Business Development Seminar ~ Members Only

  • When: Sunday, September 23 - 10:00 - 2:00
  • What: FALDP Business Development Seminar A whirlwind half day filled with presentations from members and vendors who can help you grow your business. More details to be posted soon.
  • Where: St. Augustine, Florida - The Hilton Hotel on the Bayfront
  • Who: FALDP Members Only
  • Why: Learn ways to grow your business. Create partnerships with other legal support companies and other LDPs. Find out if there's a better way to run your business to increase your bottom line.
  • Cost: FALDP Business Development Seminar - Sunday, 10:00-2:00 - With Attendance on Saturday - $35.00; Without Attendance on Saturday - $50.00.

    Agenda - Day Two - 9/23
    Business Development Seminar

  • 10:00 - James Middleton will be showing FALDP members how to market, build, deliver, follow through then up with clients using HotDocs software / Schumacher publishing brochures / delivery, Notary, witness process too.
  • 10:30 - Andrews Document Service - John Andrews offers his document merge service to FALDP members. Andrews has developed software for Florida family law documents that instantly fills multiple form fields.
  • 11:00 - Joey Morales - Credit Repair Certification - Learn how you can become certified to help consumers repair their credit.
  • 11:30 - Melisa Thompson - The Business of Process Serving
  • 12:00 - Lunch
  • 1:00 - Ruth Tick - Web Development with SBI
  • 1:30 - Julian Beyer - Offers his marketing service; and document preparation service to FALDP members.



    We have negotiated a discount rate at the Hilton Bayfront where the Conference is to be held. The normal rate for rooms at that time of the year is $249. per night, based on a two night stay. The rate for conference attendees is $219. per night, based on a two night stay. Please contact the Hilton Bayfront in St. Augustine directly to make your reservations. Mention that you are attending the FALDP Third Annual Conference to receive the discount. If you have questions that the front desk cannot help you with, the Catering Manager is Stephanie MacGargar.

    Another accommodation option is a Bed and Breakfast called the Carriage Way, which has extended a 15% discount to FALDP Conference attendees. Please contact the B&B directly to make your reservations. Mention that you are attending the FALDP Conference and mention my name, Ruth Tick. (My husband and I are regulars!)John and Jeannie are the owners, and will make your stay memorable.

    There are some chain hotels near the historic district which we have yet to contact to negotiate attendee discounts. As we get closer to the dates we'll post more on our site. The chain hotels may be a good choice if you are traveling with family.

    All Memberships Renew In June

    We will be updating the Google Map on the Member Directory page the beginning of August. Please make sure that your information is current and up to date. If we have your web address, we will add it to the Google Map.

    Current members may renew with no penalty up until July 31.

    For more information about our membership policies please read the Member Handbook or visit our Membership Page.

    Call For Mentors

    If you are willing and able to mentor another document preparer in preparing Chapter 7 Bankruptcy documents please contact us. Mentors are needed to answer questions and clarify information. Please send us an email if you are willing and able to help out. We expect that mentoring relationships will be mutually beneficial to both the mentor and the mentored. Not only is the adage - "When you teach, you learn twice". so true, mentors are also likely to receive referrals from their protegees.

    Self-Help Legal Guides

    Don't forget that we publish Self Help Legal Guides. These are useful tools to provide to customers as loss leaders or to help educate consumers. Some consumers are perfectly able to prepare their own documents and all they need is to do their research and educate themselves thoroughly.

    When a consumer calls in the FALDP with a situation that is addressed in one of our books, we sometimes suggest they purchase the book instead of using our document preparation services. Here's why - if a consumer is almost there and just needs a little help, the book may be all they need. It seems more honest to let them know we publish a book on their subject than to take their hard earned money for something they can do themselves. As we all know, however, pro se forms aren't as easy as they are meant to be. And many people cannot do the pro se forms no matter what - book or no book.

    I often offer the book as an alternative, and then tell the customer, that if they still need document preparation assistance, we can rebate to them the price of the book. If you would like to sell our books from your site or store, please contact us to make arrangements. We no longer offer an across the board 50% discount to members -- but we'll be happy to make arrangements individually.

    Please visit our Online Bookstore

    New Release - UPL vs. Legal Access

    The Florida Association of Legal Document Preparers presents a collection of essays about the unauthorized practice of law (UPL) in contrast to consumers' right to access the legal system. In Florida there is a vast gray wasteland where the unauthorized practice of law resides. The most egregious incidents of UPL should be vigilantly prosecuted -- those incidents where a nonlawyer pretends to be a lawyer and causes harm to a consumer. We strive to frame this issue in the context of consumers' rights. Our belief is that some consumers are not able to afford to hire an attorney. Others are unable to read and comprehend well enough to follow form instructions, and prepare the forms themselves.

    Now available through, ebook coming soon. To order visit UPl vs Legal Access.

    Member's Announcements & Contributions

    We accept member's announcements and appreciate your contributions. If you have an announcement about your business, an expansion of services, moving your offices, or winning awards, please send us the information and we'll include it in our newsletter. Your announcement needs to be pertinent to your business, we are unable to include announcements about other trade associations, clubs or groups.

    If you would like to write an article, editorial, opinion piece, or web page please let us know. We are always in need of fresh information and insights.

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    FALDP Contact Information:
    Main number – (941)237-0951
    Toll free - (800)515-0496
    Email –

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