Legal Document Assistant Office - $108,732 Cash Flow, Record Year
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This Legal Document Assistant office is having its best year on record. Revenue for the twelve months ended July 31, 2026 was $336,166, up 29.0% over calendar 2025, with Seller’s Discretionary Earnings (SDE) of $108,732. At the $165,000 asking price, that is 1.5 times SDE.
The office prepares living trusts, property transfers, and related estate documents for consumers across the Greater Sacramento region. It is a Legal Document Assistant office, not a law firm. Living trusts are the majority of revenue and carry the highest margin.
Revenue for the first seven months of 2026 is up 51.2% over the same period of 2025, on operating expenses that rose 3.5%.
OPERATING HIGHLIGHTS
- Every service is paid at the time of service. The business carries no accounts receivable.
- The owners estimate that about 80% of customers return as their circumstances change.
- Business comes from a referral network of real estate agents, title companies, mortgage brokers, and wealth advisors. There is no paid advertising.
- The office is open Monday through Thursday with two part-time staff, and neither owner works a full-time schedule.
ROOM TO GROW
The office is closed Fridays, runs no marketing program of any kind, and has never marketed to its own customer database. It does not currently offer family law document preparation or process serving, both of which use the same skills, the same office, and the same customers.
WHAT A BUYER NEEDS
California requires a registered Legal Document Assistant in the business. A buyer must hold that registration or be able to obtain it before taking ownership, which generally means a paralegal certificate, or a degree plus law-related experience. The office already employs one registered LDA.
NEXT STEP
The owners are selling to retire and will provide transition training. Seller financing is available to the right buyer.
Full financials, market detail, and a complete asset schedule are in the Confidential Information Memorandum, available after a signed non-disclosure agreement (NDA) and a completed buyer profile.
The office prepares living trusts, property transfers, and related estate documents for consumers across the Greater Sacramento region. It is a Legal Document Assistant office, not a law firm. Living trusts are the majority of revenue and carry the highest margin.
Revenue for the first seven months of 2026 is up 51.2% over the same period of 2025, on operating expenses that rose 3.5%.
OPERATING HIGHLIGHTS
- Every service is paid at the time of service. The business carries no accounts receivable.
- The owners estimate that about 80% of customers return as their circumstances change.
- Business comes from a referral network of real estate agents, title companies, mortgage brokers, and wealth advisors. There is no paid advertising.
- The office is open Monday through Thursday with two part-time staff, and neither owner works a full-time schedule.
ROOM TO GROW
The office is closed Fridays, runs no marketing program of any kind, and has never marketed to its own customer database. It does not currently offer family law document preparation or process serving, both of which use the same skills, the same office, and the same customers.
WHAT A BUYER NEEDS
California requires a registered Legal Document Assistant in the business. A buyer must hold that registration or be able to obtain it before taking ownership, which generally means a paralegal certificate, or a degree plus law-related experience. The office already employs one registered LDA.
NEXT STEP
The owners are selling to retire and will provide transition training. Seller financing is available to the right buyer.
Full financials, market detail, and a complete asset schedule are in the Confidential Information Memorandum, available after a signed non-disclosure agreement (NDA) and a completed buyer profile.
About the Business
- Years in Operation
- 9
- Employees
- 2 Part-time
- Facilities & Assets
- Professional office suite in a commercial building with a reception area, two document preparation offices, a manager’s office, and a storage and server room. Clients come to the office to review and sign their documents, so the space is set up for in-person meetings. Direct freeway access. The lease carries a renewal option and assignment is subject to landlord consent.
The sale includes furniture, fixtures, and equipment valued at $14,000, client materials and forms, the business name and brand, the domain and website, social media accounts, document templates and standard operating procedures, the complete customer database and client records, referral contacts, and established vendor accounts. Company vehicles are excluded. - Market Outlook / Competition
- Probate in California is expensive and slow, and a living trust avoids it. That is what brings customers through the door, and demand grows with the region’s age profile. California’s population aged 65 and over is projected to rise from 5.7 million in 2020 to just over nine million by 2040, and national survey data for 2026 shows trust ownership rising while will ownership falls.
The regional LDA field is fragmented and consists largely of solo practitioners, several of them home-based. This office operates from a commercial suite with two registered LDAs, three commissioned California notaries, and electronic county recording. Online do-it-yourself services compete on price but do not provide an in-person signing with a notary on staff or a properly executed and recorded trust transfer deed.
About the Sale
- Seller Motivation
- Retirement
- Transition Support
- The owners will provide training and transition support tailored to the buyer’s background, with terms negotiated based on the buyer’s experience and LDA registration status.
Continuity matters to them. In their words: "We want the new owner to be successful for both the new buyer as well as our customers, as many of them we’ve had for nine or more years." - Financing Options
- Available to the right buyer
Listing Info
- ID
- 2544407
- Listing Views
Listing ID: 2544407 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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