A Document Preparer may be known by other names as well, such as: Legal Document Assistant (LDA), Document Technician, Legal Document Preparer, Legal Technician, Online Legal Document Provider, Legal Document Clerk, and Document Imaging Specialists. These occupations, although they work under the supervision of a licensed attorney, are all non-lawyer authorized to assist with the preparation of all legal documents (aka instruments).
A Document Preparer may do several tasks to include, but not limited to; completing and filing documents for a corporation, LLC, Partnership Agreements and other business entities, Estate Plan essentials, Last Will and Testament, Living Wills, Power of Attorneys’, Family Wills, Employee Manuals, Quitclaim Deeds, Land Contracts, FSBO Home Sale, Lease Agreements, Promissory Notes, and No-Fault Divorces.
The Document Preparation Clerk may be responsible for prepping documents that are being formatted into digital format for client projects. They would need to work with management to ensure all compliance and regulations are being followed, including the Sarbanes-Oxley Act, HIPAA and Safety & Security Act. They are commonly prepping and scanning documents, saving these to the proper file and location, and forwarding them to the respective parties. They must be accurate, timely, possess good organizational and time-management skills, work well with others in their office and often the public, along with having a strong attention to detail.
Printers have a similar risk to Document Preparation professionals. Both commonly do much of their work on a computer or in a digital format. Both have demanding customers, deadlines and tasks to accomplish.
In today’s fast paced digital and Internet based economy, documents and their provisions seem to change rapidly. Whether the documents are paper or paperless, changes will need to be made. Many applications are long and tedious, will little or no allowance for errors. One mistake could have it returned to you and could waste valuable time and effort. It is easy to incur an unintentional misunderstanding, mistake or omit important words or clauses. An Errors and Omissions Insurance Policy may protect you when you need it most.
Whether you conduct Document Preparation or Printing, you should strongly consider purchasing an Errors and Omissions Insurance Policy for your company. With ACE Financial, Document Preparation Errors and Omissions or Printing Errors and Omissions, you will have quick and convenient Coverage at an affordable rate. Just click on the "Instant Quote" link below to get started.