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.
"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."
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.
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!
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
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!
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!
Its amazing what this outfit is capable of performing.I have and will recommend California Document Preparers for all noncontentious legal needs to all.
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.
These people know how to help you. California Document Preparers worked so hard and fast to accommodate me. Great job!
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.
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.
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.
"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."
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.
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’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.
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 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.
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!
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!
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.
Cannot say enough about the excellent service we received. Highly recommend them for anything regarding a Deed.
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!
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 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!
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.
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.
"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!"
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.
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.
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.
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.
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.
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.
"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!"
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!
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.
Contact us today to find out how easy it can be.