Back to Back Issues Page
The FALDP Docket -- Florida Association of Legal Document Preparers Monthly Newsletter
September 14, 2012

Florida Association of Legal Document Preparers

The FALDP Docket

Volume 3; Issue 9
September, 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.




Third Annual Conference

Seating is limited, don't miss out. First come, first served. We cannot guarantee you a seat until payment is made.

Two day conference only $105.

This payment option is for both days of the conference for premium members. There are other payment options on our Conference 2012 Page and more information about the conference and area accommodations on our Conference Info Page.

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 - David Bass - Real Estate Resolutions and Solutions - author of "Foreclose Your Own Loans" real estate foreclosure system for private lenders.
  • 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.

    David Bass, Guest Speaker, Bio

    David Bass is a Florida real estate expert, broker, and investor who relies on legal document preparers to complete the form sets he has compiled. As a private lender in this dismal economy, David found that paying attorney fees to foreclose his private mortgages was nowhere near cost effective. So, David developed a system for private lenders to foreclose their own loans which he has used successfully over and over again. As he used and evolved his system, he found that people - lenders and borrowers are hungry for solutions. He helps find them. Solutions and resolutions. If there is a better solution than foreclosure, David will show you how to get there.

    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 - David Bass - partner with David and earn money through his Foreclose Your Own Loans System.
  • 1:30 - Julian Beyer - Offers his marketing service; and document preparation service to FALDP members.

    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.

    Guests & Non-Members

    We will have some space for guests. Please let us know as soon as possible if you would like to bring a guest to the conference.

    And if you are not yet a member and you would like to attend our conference, please contact us so that we can expedite your membership.


  • We are still accepting submissions for our "Extraordinary Service Award" - You can nominate any member, or yourself. Please write a brief essay stating why you think your nominee should win the award. We want to hear about the extraordinary services our members provide.

  • Another essay contest - Why I Became a Legal Document Preparer - 500 - 600 words.

  • A prize giveaway for the conference attendee who came the farthest to attend.

  • A business card drawing for yet another prize.

  • More prizes and giveaways to be announced.

  • New Project Launch

    We have launched a new project - a series of surveys about pro se access to the legal system. Please ask your customers to complete the survey, and if you can help us get the word out in other ways, all the better. Please place the link on your site, add it to your email signature, or whatever you can to help us reach as many pro se litigants as possible. Here is the link:

    This is the first in a series of surveys. We are in the process of designing county specific surveys, and surveys targeted towards courthouse personnel, judges, and attorneys. Once we have collected a large enough sample, we will publish our findings.

    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.

    Site Sell

    Site Sell Link you'll open yourself to whole world of possibilities. Many business people struggle with web marketing, SEO, rankings, analytics, and advertising. SBI does most of the work for you. Give it a go - you won't be disappointed.
    FALDP Contact Information:
    Main number – (941)237-0951
    Toll free - (800)515-0496
    Email –

    Back to Back Issues Page