We’ve been helping Bay Area residents with uncontested legal matters since 2003. Our services include Divorce, where both parties are in agreement about financial settlement, parenting and custody. We help our clients create Living Trusts, and our comprehensive package includes a Power of Attorney and Advanced Healthcare Directive. Many people think that Probate requires the services of an attorney; but if it’s uncontested, we help our clients through every step of the court-administered process. We routinely prepare Deeds to transfer property to another person or entity, and we can often have the documents ready for you in a single day. We have Business Formation Packages, including LLCs, which have become popular because they afford the tax and liability benefits of a corporation, with fewer formalities.
Most of our clients tell us that the process was easier than they thought it would be, and that’s always our goal. We have dedicated teams for each practice area, so that not only are we constantly increasing our expertise, but we also create one-on-one relationships with our clients.
After getting some basic information, we begin filling out our attorney-approved workbooks. Some people take these home so they’ll have access to account information. Our team is always available by phone and email for the inevitable questions that arise. Once the information is collected, we prepare the legal documents. Where necessary, we notarize and file the documents with the Superior Court or the County Recorder’s office. Best of all: one flat fee for our services. There are no surprises, no add-on charges for copying, phone calls, or miscellaneous expenses.
Do you have a legal matter you’ve been putting off because you thought it would be too expensive with a lawyer or too difficult on your own? Contact us today to find out how easy it could be.
My visits to sign papers were no more than 15 minutes and they were always prepared for me no matter if I had an appointment or just popped in. They explain everything in detail and in everyday terms so you can understand what you are expected to do now and in the future. No guess work.
Chicago Title referred me to California Document Preparers and I couldn't happier with their service. Barbara was so courteous, knowledgeable, and accommodating. She even caught the need for a couple of other documents that were needed to successfully complete the transaction, and this demonstrated her expertise and efficiency. I would recommend California Document Preparers most highly to anyone who wants to take the hassle out of document preparation and filing.
At last we have our living trust! Had it not been for Bill from CA Document Preparers, this would have been a dream. We kept on postponing to get one, thinking that we'd need many papers, documents, etc. to prepare one. So we just went to their office one day, to inquire about documents we'd need to submit to them. He just asked us for the address of our properties that we want in our Living Trust. He was so helpful with filling out the form, asked us what we want and after 4 days, our living trust is done, notarized and all! He even told us what we have to do afterwards. We highly recommend California Document Preparers in Walnut Creek to our friends who, are like us, postpone their Living Trusts. Again, thank you very much Bill.
California Document Preparers provides a great alternative for folks going through a divorce but who don't want to/can't spend the money on an attorney and just need help getting the process done. Pricing was really fair. We were given an estimated timeline for completion and they met it. I am very happy with how much effort was put into getting our papers filed in a timely manner--especially because we had other things waiting on the completion of these documents.
Everyone at California Document Prepares in Walnut Creek was extremely helpful and professional. Not pushy, but willing to listen to questions and concerns. I would certainly recommend their services.
We just completed and received documentation involving estates, properties and other issues. Process was lengthy and rather complex. To their credit Cory and Ian at California Document Preparers were very helpful and extremely professional. Some alterations in the final product were dealt with today in a cordial and understanding way. We can, without a doubt, recommend California Document Preparers!
Excellent service, needed to do a probate and California Document Preparers made it so easy and fast. As I leave this office I'm heading to the bank. That's called headache-free and a very reasonable rate.
Valerie, Ian and the rest of the staff are all a class act, and kudos to all. I am totally recommending California Document Preparers to everyone who needs this type of legal document service. Quick and efficient and reasonably priced.
I recently had non-escrow deed recordations (simple transfers) that needed to occur for one of my clients and in years past, I would have to go to the Counties to have them recorded, deal with the bureaucracy, deal with the rejection if I missed including a document, etc. Chicago Title referred me to California Document Preparers and I couldn't be more happy with their service. Barbara was so courteous, knowledgeable, and accommodating. She even caught the need for a couple of other documents that were needed to successfully complete the transaction, and this demonstrated her expertise and efficiency. I would recommend California Document Preparers most highly to anyone who wants to take the hassle out of document preparation and filing.
I needed to buy out my partner on a property. We pretty much had an agreement and were on the same page, but didn't quite know how to go about it legally. We needed a Grant Deed, a Deed of Trust and a Promissory Note, as I was only giving him partial payment upfront. We hired lawyers, and then tried to work with an escrow office (which wanted to charge us about $3500 in escrow fees and insurance). No one was really able to give us any simple answers, as they were obligated to cover their own a_ _ es. I knew what we needed and I wanted to feel confident about the process. Ian, at California Document Preparers was able to explain things to me in simple terms. Long story short: He prepared our docs within 24 hours, and we were finally able to bring everything down to the Recorders office within days. And for a fraction of the cost, a few hundred dollars. I really appreciated California Document Preparers' personable staff and the fact that they really know what they are doing.
I didn't know document preparers existed. Wow. I spent $4000 after my mom died to do the same thing they did for $400ish. What I had to do was straightforward, and Ian, the owner, was great about not giving advice, but explaining what needed to be done.
I would highly recommend using California Document Preparers. Sue is knowledgable if you are questioning anything about your divorce. Thanks, Sue, for the help and follow-up contact to see how my court date went.
I would like to thank you for all your effort helping my family deal with issues surrounding my parent’s estate. I could have never done it without your help. Whenever I walked in the door I was met with the kindness and courtesy that you rarely find these days. I am a strong proponent of California Document Preparers. Before anyone sees a lawyer for the services they provide, stop and run it by this firm. Crazy as it may sound today, I believe Brook actually cared about me and my family. She was wonderful and I would recommend her wholeheartedly to anyone in need of help. The matter was resolved in a timely matter, even when I need more done to satisfy out of state concerns you were patient and proposed a solution that fixed the problem. I am a strong proponent of California Document Preparers. Before anyone sees a lawyer for the services they provide, stop and run it by this firm. They will give you insight and will refer you should it be beyond their purview. Lastly, crazy as it may sound today, I believe Brook actually cared about me and my family. She was wonderful and I would recommend her wholeheartedly to anyone in need of help. Sincerely, Kathy Lawrence
I used California Document Preparers for my Trust and Estate plan and, most recently, for my incorporation. Ian especially is incredibly knowledgeable and willing to help me with any associated intimidating paperwork--even long after their services have been paid for! I swear he has a rolodex of all the different bureaucratic forms in his head as a mere hint at one will launch him into a quick rundown of all the different answers I need.
I was referred by a friend to go to California Document Preparers to get a Power of Attorney and an Advance Healthcare Directive. Even though it was a bit of a drive to get here from Daly City, the service was exceptional and worth the time. Lynne was extremely professional, friendly, and made the process as simple as possible. I have never transferred title or done any of these processes before, but Lynne took care of all three without any issues. Lynne was compassionate toward my mother who is having trouble talking right; she was very sensitive to my situation. I will recommend this business to my family and friends because the service was exceptional.
We just completed and received documentation involving estates, properties and other issues. Process was lengthy and rather complex. To their credit Cory and Ian were very helpful and extremely professional. Some alterations in the final product were dealt with today in a cordial and understanding way. We can, without a doubt, certainly recommend California Document Preparers!
"Let's face it; divorce is no picnic. But Ian at California Document Preparers made it about as painless as it can get. He was extremely helpful, kind and informative throughout the process. And even though I procrastinated quite a bit (it's not the sort of paperwork you really feel like snuggling up with on a Sunday night) he was patient and worked according to my timelines. If you have a relatively straightforward separation and don't expect too much drama, this is the place to go to finalize your divorce. The entire process cost less than $1000. I think I would have blown that in the first couple of days if I had hired a divorce attorney."
What a different experience dealing with California Document Preparers, and Caitlyn in particular! She is very smart, knows what she is doing and can explain you things in a way you understand. Finally it all made sense, I knew my options. My divorce is over, paperwork is filed, just 3 months after I started working with Caitlyn. I am very grateful.
OUTSTANDING SERVICE! I thought I'd save money and expedite my divorce without the headache of going to court. Ian, Valerie and the rest of the staff at California Document Preparers were so helpful and patient with me and my former wife. I filled out all the documents and wrote down our agreements. Within months, it was complete. My ex gives Valerie a 5-star rating too.
Its amazing what this outfit is capable of performing.I have and will recommend California Document Preparers for all noncontentious legal needs to all.
"When you think of divorce, you first think of the emotional roller coaster at the end of a relationship, then you think of the paper nightmare that is the filing the court documents, especially those that describe how everything will be split up. While I filed the first few court documents on my own, I quickly discovered I was in over my head in trying to figure out how to draft the settlement agreement. My situation was not contentious or complicated enough for a high-priced attorney, so I contacted Ian at California Document Preparers and he was super in helping us complete and understand each step. I am super grateful to him for making it so easy for us!"
Super nice people. Made my experience of going through a bunch of legal paperwork seamless. I would highly recommend them to anyone who needs support with legal documents, as something that they really just want to get through and be over with and don't necessarily want to get PhD in legal documentation.
California Document Preparers in Oakland is professional, knowledgeable, and responsive. Ian is the business principal. I needed a QDRO, and Ian initially referred me to a firm that specializes in QDROs because my situation was more complex than CDP normally handles. The referenced firm had 1-star Yelp rating for being unresponsive, which I found to be the case (they never answered their phone and never returned my call after I'd left a message). So I recontacted Ian and he subsequently agreed to handle my situation. When we met, he understood my situation, explained what he could do, and clearly explained the process. The fee was fair, and much lower than an attorney. I highly recommend California Document Preparers.
Absolutely love these people! I needed help finishing my divorce. California Document Preparers had done everything and beyond that to help me. Feels like I have family in my corner!
I’m thankful I found California Document Preparers (Bill,Mary and staff) to do my Living Trust. The staff was very friendly and knowledgeable. They answered all my questions and the fees are very reasonable. I recommend California Document Preparers to all my friends and co-workers. My friends were very happy and they have the same feedback “What EXCELLENT service”. For document preparation services, go to California Document Preparers.
"I used the Living Trust package which includes a pour over will and powers of attorney for financial and healthcare matters. The Dublin office is very professional and I was impressed and highly recommend Val, Tom and Sue. Don't be intimidated by this stuff. There are really no excuses not to protect your estate from probate and make life easy for your heirs. No more procrastination!"
These people know how to help you. California Document Preparers worked so hard and fast to accommodate me. Great job!
Bottom line, Ian knows his stuff. He made my legal separation a walk in the park. He has taken care of corporate matters for my company since. California Document Preparers has prepared my living trust and now is amending the deed of trust on a property I just purchased.
Thank you to Susan in Calfornia Document Preparers' Walnut Creek office for your prompt and affordable service. I know that attorneys charge A LOT more than your company, even to do a simple straightforward living trust and will. I got all the documents I need. And, all at an affordable price. I hope the need does not arise, but if it does, I will certainly use your company again for my document-preparation service.
I have been using California Document Preparers for several years now and appreciate the relationship I have developed with them. They are so generous with their knowledge and have become my "go to" source of information when I have questions about payroll, paying state taxes, setting up my DBA, and more!
This is a long overdue review. I want to thank California Document Preparers for saving me after a horrendous experience with another legal document preparer. Needed a Living Trust quickly due to a family emergency and service provided by California Document Preparers was stupendously easy. Over the phone answered all my questions, responded to emails in a timely manner, courteous, respectful and even guided me to purchase trust through Yelp for a discount. They were swift, smooth and expedited my service. And best of all, peace of mind. Highly recommended!
"California Document Preparers provides a great alternative for folks going through a divorce but who don't want to/can't spend the money on an attorney and just need help getting the process done. Pricing was really fair. We were given an estimated timeline for completion and they met it. I am very happy with how much effort was put into getting our papers filed in a timely manner--especially because we had other things waiting on the completion of these documents."
My experience with California Document Preparers was outstanding. I worked through a complicated divorce with Ian. He was incredibly knowledgeable and made a difficult process look easy. At least as important was his ability to put us at ease through what felt like a scary process. Solid gold experience. Wish I could give them 6 stars.
I have done multiple deed transfers with California Document Preparers' Dublin branch. Tom is very helpful and reliable. I have used their services for the past 2 years and I will continue to do so.
My experience with California Document Preparers was great. Val and Tom were so helpful in guiding me through the process of establishing a living trust and removing my husband off the deed to our house after he died. Everything was explained thoroughly and I couldn't believe how fast they had all the documents prepared for my signature. I would recommend them to anyone who needs this kind of help.
A big thank you to Barbara and Bill for helping me get through this Probate process so smoothly. I started this action trying to save a house from the County Assessor and ended up saving my sister as well. It has been a rough process for me and my family, but I suppose these issues always are. Keep up the good work!
Awesome service at affordable price. After having used a lawyer to mediate my divorce, which cost thousands including charges for every email, I was able to get additional papers filed through California document preparers for a fraction of the cost. In addition, Ian handled my paperwork, answered all my inquiries, questions and concerns and took care of everything professionally and with a positive caring attitude. Highly recommend this service for anyone needing stressful legal matters handled at a price us regular folks can afford!
We just received our official recorded documents from the County Recorder's office. This service organization provides the expertise, notary and even took our signed documents to the recorder's office and paid the recording fee. It was included as part of the fixed price fee which I found to be totally reasonable. I rarely give a five-star review, but this place has been just amazing. I will utilize their services again if needed in the future. Kudos to Barbara!
I found California Document Preparers to be professional, courteous, and extremely responsive. Throughout the process, they were always there to answer questions without hesitation, and I actually felt like I'd really engaged in reliable business partnership, right from the start and throughout the process. While I'm certain the entire staff is fantastic, I must admit Ian really raised the bar regarding how I feel about engaging professional services. From the time he greeted me, he maintained a certain can-do attitude that instilled confidence in his ability to deliver, which helped lower my anxiety. I knew nothing would be missed.
Brook Thurston, in California Document Preparers' Walnut Creek office, has done an outstanding job of helping me obtain a conservancy for my mother with advanced Alzheimer's disease. She has been professional, very competent, easy-to-work with and personable. What I appreciate most is the way she balances nudging me through the process while also being sensitive to my role as full-time caregiver.
I have used California Document Preparers to help prepare my personal and business legal documents. I trust Bill and Mary with all of my needs; simple or complicated. They are always patient and comforting with sensitive or confidential issues. I never have to worry about anything being left out or overlooked. They cover all the bases and they are very efficient. Their fees are much less than those of an attorney; in addition, they are always available in person or by phone to assist. I will continue to use their services for all my legal documents and highly recommend their services to everyone I know.
They got the job done, giving me good advice and giving me all of the different forms I needed to execute a quit claim deed without any tax penalty. I'm pretty sure their advice was better than a title company would've given. I know it was better than my mortgage broker. And they did the whole thing at what seems like a good price, about $180. It was a good enough value that in the end I didn't even ask for the Yelp discount we had discussed upfront. Ian pushed this forward independently. Even better, when I was out of the country and completely out of touch, he forwarded the completed and filed document not only to me but also to my wife and to the credit union that needed it. Thanks Ian! You're terrific.
What an excellent service California Document Preparers provided. We went in for transfer of title and they are very efficient. I highly recommend California Document Preparers!
Cannot say enough about the excellent service we received. Highly recommend them for anything regarding a Deed.
Its amazing what this outfit is capable of performing. It's equally amazing how capable they are of sizing up a situation and foreseeing the correct legal course to take and it's outcome. They helped be with inheritance and title change issues that I was completely lost with. Ian broke the entire ordeal of Probate down to easy to swallow talk and simple sign here, initial here action. They made sure to keep me in the loop during the process, and were able and willing to answer every question and concern I had along the way. I have and will recommend California Document Preparers for all non-contentious legal needs to all.
Great quick trip to get some documents notarized. I had called the day before and scheduled an appointment. Corey was super patient and professional. We really appreciate his customer service. He even printed out my documents when I signed them wrong! Very reasonable price.
They got the job done, giving me good advice and giving me all of the different forms I needed to execute a quit claim deed without any tax penalty. I'm pretty sure their advice was better than a title company would've given. I know it was better than my mortgage broker. And they did the whole thing at what seems like a good price, about $180. It was a good enough value that in the end I didn't even ask for the Yelp discount we had discussed upfront. Then Ian took over and everything was great. He pushed it forward independently. Even better, when I was out of the country and completely out of touch, he forwarded the completed and filed document not only to me but also to my wife and to the credit union they needed it. Thanks Ian! You're terrific.
I made an appointment the day before for a simple notary at California Document Preparers. Valerie was great- she was sweet and professional and I was in and out in no time! Would definitely come back and refer these guys!
This is a long overdue review. Needed a trust quickly due to a family emergency and service provided by California Document Preparers was stupendously easy, over the phone answered all my questions, responded to emails in a timely manner, courteous, respectful and even guided me to purchase Trust thru Yelp for a discount. They were swift, smooth and expedited my service. And best of all...Peace of Mind. Highly recommended!
What a fantastic service California Document Preparers provides! I have been thinking about preparing a Living Trust and my Healthcare Directive for way too long. An acquaintance told me about CDP, (she used them for a divorce and highly recommended them) right near my residence in Oakland. I had no idea that such a service existed, and now I have all of the documents I need. Ian contacted me and set up an appointment with wonderful Corey, who was so patient and understanding as he explained everything to me. I had 2 appointments and got everything done that had been nagging at me for several years. I have the documents sent to my family, my healthcare provider and my original copies that CDP placed in a neat, tabbed binder for my easy reference. I just cannot say enough about this small, efficient, professional, yet warm company in Oakland. I know it saved me a lot of money going to them vs hiring an attorney. It has been a dream come true. I rest easy now.
I brought my parents in to California Document Preparers for a will, trust, health directive and power of attorney. Lynne was patient, explained everything slowly and clearly, and went the extra mile to make my parents feel comfortable, as they struggled with difficult decisions. Her interpersonal skills helped us get through this process as a family. I can't say enough good things about the California Document Preparers, who helped me and my parents have peace of mind.
Going into divorce was heartbreaking and I was already emotionally drained. The thought of going down to the county courthouse to file myself seemed nauseating. I looked for help and found it. At once Bill made me feel comfortable with his calm and sensitive manner as he outlined the process/steps that would otherwise be upsetting and stressful. In all it was a process I had to go through but was not necessarily to fear thanks to Bill and his professional staff. I believe they got things filed and done as quickly as possible, they kept me well informed and in touch along the way which I found reassuring. In today's bureaucratic world Bill and staff were personable, kindly and conducted business the old-fashioned way. By allowing them to handle my divorce process I was able to get my life back on track a lot quicker and be a lot healthier for it. A well-deserved thumbs up for California Document Preparers!
Went here to transfer names on a Deed. Everything was pretty smooth from getting information to having the paperwork reviewed to ensure is correct and what we wanted. You fill out a guide and they look it over. Emailed them with some questions and they fixed the parts that needed to be changed. I then made an appointment to meet with the notary to have the documents signed. She was very friendly and patient.
We reached out to California Document Preparers to complete 3 quit-claim deeds on 3 separate properties. While the process was held up due to one of the properties/homeowners being located in Santa Cruz, Ian stepped in and took charge, resolving all issues quickly and effectively. We now have the titles just as we wanted and couldn't be happier with the service provided by the friendly staff at this great company. Highly recommended!
What outstanding service! I have tremendous peace of mind knowing that my documents are all in order and will conform 100% to the law when I die. Having a trust in place will mean the possibility of avoiding probate when I am gone, which will make everything much easier for the people and organizations to which I am leaving bequests. Ian was responsive, professional, and easy to work with. Why pay megabucks to a lawyer when you can get the deed done for significantly less at California Document Preparers? HIGHLY RECOMMENDED!
When you think of divorce, you first think of the emotional roller coaster at the end of a relationship, then you think of the paper nightmare that is filing the court documents, especially those that describe how everything will be split up. While I filed the first few court documents on my own, I quickly discovered I was in over my head in trying to figure out how to draft the settlement agreement. My situation was not contentious or complicated enough for a high-priced attorney, so I contacted Ian at California Document Preparers, and he was super in helping us complete and understand each step. I am grateful to him for making our Divorce so easy for us!
They were very available, attentive, and resourceful, and acted intelligently and professionally.
I used California Document Preparers to help me prepare my trust, health directive and power of attorney. They were first class all the way, and they have been wonderful about helping me understand the process. I highly recommend them, especially Lynne Jenkins. She was patient, professional and really helped me.
I am a divorce mediator in the East Bay. I continually send my clients with completed memoranda of understanding to Ian Duncan's office at California Document Preparers for the final processing. The feedback over the years has been exceptional. His team is precise and compassionate. Five stars. Dr. R. Doerr
Contact us today to find out how easy it can be.