Start a Californiaprobate practice. Your own.
Registered Legal Document Assistants prepare the probate paperwork California families would otherwise hire a lawyer for. You don't need law school to be one if you qualify under B&P §6402.1. We teach you the trade, help you set up, and give you the software to run it.
Free intro class: tell us you're interested
Probate as a Service.
When someone dies, their house and accounts can’t change hands until probate is done, and the family needs someone to carry that whole project for them.
Help, not just forms
Probate touches the court, the bank, the title company, the tax preparer and often the house sale. An LDA who prepares and files the documents at the family's direction, and keeps the paperwork moving, solves a real problem.
Between lawyers and apps
Lawyers bring authority at a price many families want to avoid. Apps are cheap but leave families alone with the hard parts. A probate specialist fills the space in between.
Online-first families
They research first, they want to avoid a lawyer when they can, and they expect to see progress without calling. A practice with a client portal meets them where they already are.
Technology does the typing
Filling forms, calculating dates and checking for errors is machine work. The platform fills every form from one set of facts and tracks every deadline.
Built on relationships
Funeral homes, hospices, real estate agents, financial advisors, and lawyers with work they turn away. We teach you how to build those relationships.
California created the Legal Document Assistant so people representing themselves have this option, and you can qualify without a law degree under B&P §6402.1.
Is this for you?
This work isn’t for everyone. The people who do well in it tend to share three things.
You want to help people at the hardest moment of their lives
Probate work reaches families in the weeks after a death. The job is to make a frightening, bureaucratic process feel handled — for families who want the paperwork done right without a lawyer they don't need.
You have a paralegal background — or you're about to
A paralegal certificate is the most common way people qualify to register as a California LDA. If you already hold one, check whether your program meets §6402.1(c) or (d). If you're partway through, you're exactly on time.
You want a business of your own
Full-time, or alongside what you already do. Probate cases are discrete engagements with clear beginnings and ends, so the work can be run full-time or part-time.
Want to learn more?
We’ll get you prepared and equipped — zero to one in 90 days.
Real expert. Real system. Real opportunity.
Ninety days covers what we deliver: the training, the setup and the platform. Registration timing depends on your eligibility and your county. Not an income promise.
Learn it. Launch it. Run it.
Three steps, one company accountable for all of them: learn the trade, get the business open, then run it on software built for exactly this work.
Winsighter Academy Bootcamp
- Taught by real California probate LDAs
- Small cohorts — up to 8 students, so everyone gets real attention
- Hands-on practice on the platform with practice cases
- Understand probate law, and what an LDA can and cannot do
- Learn to sell solutions — not to be a glorified form filler
Business Starter Kit
- Your own website — designed, built and hosted for you
- A custom print-ready brochure for referral partners
- Step-by-step operating procedures for YOUR counties
- A community of Winsighter-trained LDAs
- Ongoing coaching and office hours with a practicing LDA
Winsighter Platform
- Customer engagement and data collection
- Automatic form filling
- AI-powered validation
- Picks the right path — affidavit, spousal, succession, Heggstad or full probate
- Client portal — your clients follow progress instead of calling you
- White-labelling with your logo and brand
- Charge per case — no subscription fee
Your business is yours — your name, your brand, your clients, your prices. Winsighter is the training and the engine behind it, not a franchise, and we make no income guarantees.
Taught by LDAs who actually file these.
California LDA registration teaches you nothing about running the business. There's no continuing-education requirement that covers getting clients, probate workflow, or estate-settlement mechanics. That gap is the whole reason this exists — and it's taught by people whose day job is doing this work in California courts.
Anh MoralesRegistered Legal Document Assistant
Eric MoralesRegistered Legal Document Assistant · Certified Estate Planner
Alan LaiFounder, Winsighter
Two practicing California probate LDAs who run the exact business the Academy teaches — the intake calls, the referral partners, the county clerks, the probate notes, the hearings — and Winsighter's founder, who runs the hands-on labs. Every module comes out of real cases, not a textbook.
New year, new practice.
The founding cohort's dates are coming soon.
- Taught by
- Anh & Eric Morales, practicing probate LDAs, with Alan Lai, Winsighter's founder, running the labs
One door. Start here.
One hour, live, free. See whether this business is for you before you spend anything.
Join the free intro class
One hour, live, with practicing California probate LDAs. What probate work involves, who does it today, one real case start to finish, and an honest look at what it takes. Then live questions.