Start a Californiaprobate business. Turnkey.
California families spend $3,000 to $10,000+ on a lawyer for paperwork a registered Legal Document Assistant can prepare for a few hundred — and there aren't nearly enough LDAs doing it. You don't need law school to be one. We teach you the trade, set the business up with you, and run the software it operates on.
Wait — what's probate, and why is it a business?
When someone dies, their house, accounts, and belongings can't legally change hands until somebody files the right paperwork with the county's probate court — petitions, notices, inventories, accountings, a final distribution. That paperwork is the business. It's procedural, it's repeatable, it happens hundreds of thousands of times a year in California, and most families overpay an attorney for it because they don't know there's a legal alternative.
The demand never stops
Every year hundreds of thousands of California families face an estate they have to settle. It isn't a trend or a market cycle — it's demographics, and the baby-boom generation is squarely in it.
There's a painful price gap
Most families assume settling an estate means a lawyer and thousands of dollars. A registered LDA can prepare the same paperwork for a few hundred. Families are desperate for that option and mostly don't know it exists.
Real ticket sizes, repeat referrals
This isn't gig work. Cases are meaningful engagements, and the referral sources — funeral homes, hospices, estate-sale firms, realtors, CPAs — send business month after month once they trust you.
The door is genuinely open
California law (B&P §6400) created the Legal Document Assistant specifically so non-lawyers can prepare documents for people representing themselves. A bond and a county registration, not three years of law school.
The honest version: it's detailed work with real deadlines and families going through a hard time, and you build your own client base. The people who thrive here are organised, patient, and genuinely enjoy being the calm one in someone's worst month. Come find out in the free class whether that's you — one hour, no cost, and you'll know.
Teaching, coaching, and the software. All three.
You can find someone to teach you legal forms. You can buy probate software if you're a law firm. Nobody else puts all three together for this trade — the training, the done-with-you setup, and the platform your practice actually runs on. That combination is the entire reason Winsighter exists.
Probate specifically — not legal forms in general
Most training in this field either gets you registered or drills generic form-completion. Ours is eight sessions on one trade: reading an estate, picking the right path, the petitions, the county, the hearing, the distribution — taught by LDAs who file these for a living.
Through the setup and the first 90 days
Knowing the work isn't having a business. We do the registration, entity, bond, insurance, brand, and website with you, hand you the referral-partner playbook for your counties, and then coach you weekly with one goal: your first paying client.
The Winsighter Platform your practice runs on
Probate software exists — it's sold to law firms. Ours is built for this exact work and licensed to you: AI intake, a packet generated in under a minute, filing workflow, and a client portal under your own brand. You license it and keep every client.
The pieces are built by the same people, so they fit: what you're taught in week four is the workflow you run in the software, on the forms we already file.
Learn it. Launch it. Run it.
Most people selling "start a business" hand you a PDF and wish you luck. We teach you the trade, set the business up with you, and then run the software the business operates on — because we already built it, and thousands of California families are already looking for someone to do this work.
Winsighter Academy
Eight live sessions taught by practicing California probate LDAs — the actual work, not theory. How to run a case start to finish, how the court works, and where the clients come from.
- A day in the life of an LDA
- How to start the probate
- The popular probate processes
- Dealing with the court
- Finishing the estate
- The sales channels
- Your supporting cast
- The legal boundaries
The Business Starter Kit
The unglamorous setup that stops most people — done for you. Then 90 days of coaching with one goal: your first paying client.
- LDA registration concierge — eligibility, bond, county filing
- Entity, EIN, E&O insurance, bank, bookkeeping
- Brand-in-a-box — name, logo, website, Google profile
- Referral-partner playbook + target lists for your counties
- SOPs, county cheat-sheets, engagement letters, pricing card
- 90-day launch coaching with a practicing LDA
The Winsighter Platform
The software your business runs on. AI intake, packet generation in under a minute, filing workflow, client portal — under your brand, with you as preparer of record.
- White-label portal — your logo, your prices, your client
- AI intake + packet generation · ~19 min average review
- You own the client relationship end to end
- Compliance by design — §6400/§6408 surfaced where needed
- Case clinic + alumni community for the hard ones
- Per case, no monthly minimum — you pay when you file
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 & Eric Morales
Practicing California probate Legal Document Assistants in Santa Clara County. They run the exact business the Academy teaches — the intake calls, the referral partners, the county clerks, the probate notes, the hearings. Every module comes out of real cases, not a textbook.
8–10 seats. We open the cohort once the waitlist is full enough to run it properly — small groups only, so everyone gets real attention.
- Format
- 8 weekly live sessions, ~90 min
- Where
- Zoom · every session recorded
- Seats
- 8–10 per cohort
- Tuition
- $2,500 ($3,500 with the Starter Kit)
The eight modules
Zero to first paying client. Each session is live, recorded, and followed by homework you actually do.
So what actually arrives?
Fair question at $1,500. The Starter Kit is three different things wearing one name — work we do for you, a workspace you log into, and standing time with a coach. Here's each one.
The setup, handled
The part that stalls most people. We walk it with you and track every step, so nothing sits half-finished for a month.
- LDA eligibility check, the $25,000 bond, county registration
- Entity formation, EIN, E&O insurance, business banking
- Logo, website, Google Business Profile, business email
Your Launch account
Not a folder of PDFs that goes stale. A live workspace you log into — the same platform you'll run cases in later.
- A launch checklist you and we both watch progress on
- Engagement letters, pricing card, intake scripts
- Referral one-pagers and brochures for each partner type
- Step-by-step SOPs per route + your counties' court quirks
- A referral target list built for the counties you'll work
90 days of coaching
Weekly small-group calls with a practicing LDA, aimed at one thing: your first paying client.
- Weekly calls through your first 90 days
- Bring your real situation — your county, your first prospects
- Then the ongoing case clinic when you hit a hard one
Everything lives in one account. Your business is set up inside the same platform you'll later run every case on — so when your first client calls, there's nothing to migrate and nothing to learn twice.
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. The opportunity, the 90-day roadmap, a real case start to finish, and an honest look at the work. Then decide.
The software your business will run on.
Every graduate ends up here: AI intake, packet generation in under a minute, filing workflow, and a client portal under your own brand. You license it and run your own book on it — your clients, your prices. It's not your first concern and you don't need it on day one. It's waiting when you are.