We had our Living Trust amended twice and Brooke, at California Document Preparers, explained everything clearly and thoroughly.

Ian at California Document Preparers simplifies the process as much as possible by providing easy-to-understand workbooks that help you get organized. He takes it from there and does all the paperwork and processing with the court.

Virginia N.

California Document Preparers is a fantastic business providing document preparation services. I reached out for a couple of questions. They responded within an hour with some helpful step-by-step information. Thank you so much for your great services. You will be the company I come back to for all my legal document preparation needs.

Kevin W.

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.

E. Barrons

Caitlyn at California Document Preparers was very helpful and very knowledgeable. She gave me a timeline and was very easy to work with. She made our experience seamless and I look forward to working with her again for all of our document needs.

Sarah E.

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!

– Bonnie

Super helpful team at California Document Preparers. I called for information, was thinking of using them to prepare/serve dissolution documents. They were extremely patient and open. I filled out my own papers, but I would use them had I not been so far along already in the process.

Ian, Valerie and the rest of the team at California Document Preparers were so helpful and patient with me and my former wife. I filled out all the documents and within months, our Divorce was complete. My ex gives them a 5-star rating too.

Rexamillion A.

Thanks to Susan in California Document Preparers' Walnut Creek office for your prompt and affordable service. Attorneys charge a lot more for even a straightforward living trust and will. I now have all the documents I need at an affordable price. I will use your company again for legal document needs.

Deborah

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.

Jeff B.

Going into divorce was emotionally draining. I looked for help and found California Document Preparers, who made me feel comfortable as they outlined the process for me. The CDP team filed the documents as quickly as possible, and they kept me informed throughout the process. They were personable and kind, sensitive to my needs, helping me get my life back on track. A well-deserved thumbs up for California Document Preparers!

Randall L.

One of the best companies I've ever encountered. EVERYONE at the California Document Preparers office is friendly and helpful. Communication is great, answered every phone call and question. Give them a call and they will save you thousands of dollars. THANK YOU!

Daniel E.

I needed to change the ownership of our San Francisco property. California Documents was very easy to deal with and lightening fast. Easy, safe walk from BART. We were a half an hour early but they took us in right away and notarized the information. I was so glad they were recommended to me.

Vickie B.

I worked with Ian Duncan of CA Document Preparers to assist me in my divorce proceeding. I was impressed by all of the staff's professionalism, efficiency, kindness and patience in this process. They made what could have been an unpleasant divorce experience actually quite manageable.

Kevin L.

Most of my dealings at California Document Preparers were with Ian, and a few with Cory. They both are very knowledgeable and stepped us through the difficult process of probate for my mother in law.

Barbara S.

What outstanding service! Ian was responsive, professional and easy to work with. Why pay megabucks to a lawyer when California Document Preparers can do this for significantly less with great customer service and professionalism. Highly recommended!

Jay D.

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. They’re a wonderful business resource.

- Charlene L

Chicago Title referred me to California Document Preparers and I couldn't happier with their service. Barbara was courteous, knowledgeable and accommodating. She even caught the need for a couple of other documents that demonstrated her expertise and efficiency. I'm referring my friends and colleagues to CDP. What a great service!

- Susan B

They got the job done, giving me good advice and all of the forms I needed to execute a quitclaim deed without any tax penalty. Their advice was better than that of a title company or my mortgage broker—all for about $180. Great value.

Read V.

Very helpful people at California Document Preparers. Gave me good advice even though I was not initially going to use them. I ended up using them!

Nan B.

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 re-printed my documents when I signed them wrong! Very reasonable price.

Yolanda S.

I discovered California Document Preparers, a wonderful service, through Yelp a few years back. I returned today and found the same courteous, intelligent, and thorough help and advice. My trust was professionally, efficiently, and carefully updated due to my request for changes.

Cheryl T.

California Document Preparers provides a great alternative for those going through a divorce who don't want to/can't spend the money on an attorney. The pricing is really fair. We were given an estimated timeline for completion and they met it. They expedited the filing of our documents to help us meet our deadline. We were impressed with CDP’s customer service and have referred friends and colleagues to them.

Jamie C

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.

Dana C

Excellent attention to detail, organization and follow-up. (I used California Document Preparers to change the title on a property.)

Carny A.

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!

- Dee D.

Absolutely love these people! I needed help finishing my Divorce. California Document Preparers moved heaven and earth to help me. It feels like I have family in my corner!

Inspirational Cutz And Design F.

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!

Tabisky C.

The staff was extremely patient and helpful. My issue was handled and I signed on to have them do my Living Trust. I cannot express enough their patience and understanding. I came to the office based on their Yelp reviews and am now giving them my own 5-star review.

Jamie K.

I highly recommend California Document Preparers. Sue helped me with my Divorce and was knowledgeable, efficient and available throughout the process. Thanks, Sue, for all of your help and for following up to find out how my court date went!

Mario R.

At last we have our Living Trust! We kept postponing this, thinking that this would be complicated and we'd need endless documents, etc. We went to the California Document Preparers office in Walnut Creek to get more information. Bill helped us get started and made it so easy. We recommend California Document Preparers to our friends who, are like us, postpone their Living Trusts.

Rico & Hermie Perez

California Document Preparers were available, attentive, and resourceful. I was impressed with their professionalism and high level of customer service. They made my Living Trust process easy!

G.M.

My experience with California Document Preparers was great. Val and Tom guided me through the process of creating a Living Trust and removing my husband from the deed to our house. They explained everything thoroughly. I recommend California Document Preparers to friends and colleagues.

Charlotte M.

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!

Craig M.

Been to California Document Preparers' Oakland office twice for notary services. It's easy for you to get here--a few blocks from Whole Foods. It's a great price with no hidden fees. Quick and easy and always professional, nice and comfortable office.

MMW. W.

Ian made my Legal Separation a walk in the park. He has taken care of corporate matters for my company as well. California Document Preparers also has prepared my Living Trust and now is amending the Deed of Trust on a property I just purchased. For legal matters, I turn first to CDP.

- Richard S.

We went to California Document Preparers to transfer names on a Deed. The process was smooth, from collecting information to reviewing the legal documents. I made an appointment to have my documents notarized. Friendly and patient. Great customer service.

Ken A.

A friend referred me to California Document Preparers to get a Power of Attorney and an Advance Healthcare Directive. Lynne was extremely professional and made the deed transfer process as simple as possible. I will recommend this business because the service is exceptional.

Julian G.

We had our Living Trust updated at California Document Preparers. We met with Bill, and when we returned with our paperwork we met with Brook. When we went for the final signing, Susan met with us. It was just such a great interaction with each person we came in contact with.

M.C.

I was pleasantly surprised and put at ease by the way Lynné Jenkins, at California Document Preparers, simplified things in order for me to get the ball rolling with my living trust. She was there for me from the start to finish. Skilled and knowledgeable. I highly recommend CDP.

Lynne Jenkins

I needed a Living Trust quickly due to a family emergency, and the service provided by California Document Preparers was amazing. They answered all my questions, responded in a timely manner, were courteous and respectful. The process was seamless. I highly recommended CDP.

Le P.

California Document Preparers’ Dublin office is very professional, and I highly recommend Val, Tom and Sue. I created a Living Trust, which includes a Power of Attorney and Advanced Healthcare Directive. Protect your estate from Probate and make life easy for your heirs. No more procrastination!

~ Malcolm P.

Awesome service at affordable price. A lawyer tried to mediate my divorce; they charged me for every email and call, and it cost me thousands of dollars. Ian handled my paperwork, answered all my inquiries, questions and concerns with a positive, caring attitude.

Simon T.

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.

Grady F.

California Document Preparers is professional, courteous, and extremely responsive. They were always there to answer questions, and I actually felt like I'd engaged in a business partnership. While I'm certain the entire staff is fantastic, Ian raised the bar on professional services.

Michael J.

Divorce is never easy. However, it was very straightforward, quick-responses for a complex divorce. I did hire an attorney but saved a ton of money by using them only for a consult and having Ian do the preparations. All around great experience.

Stella G.

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!

Anna D.

California Document Preparers helped 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.

Steve H.

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. His team is precise and compassionate. Five stars. Dr. R. Doerr

Robert D.

I would like to thank California Document Preparers for all your effort helping my family deal with issues surrounding my parent’s estate. I could have never done it without your help. I was met with the kindness and courtesy. Before anyone sees a lawyer, stop and consult with this firm. Brook was wonderful, and I would recommend her wholeheartedly to anyone in need of legal help.

Kathy L.

California Document Preparers is open on Saturdays, and it was the only place that we could find on the weekend to notarize our documents. It was quite busy but they were efficient and thorough. Great friendly service.

Jason G.

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. Solid gold experience. Wish I could give them 6 stars.

Jeff B.

Ian at California Document Preparers helped me with a Quit Claim Deed—great service and advice at just $180. Ian kept the process moving forward. He forwarded the completed and filed document to me, my wife and the credit union. Thanks, Ian. Great service!

Read V.

Why did I put this off so long? So easy to set up my trust. Bill at California Document Preparers is great to work with and one third the price quoted by a lawyer. I feel confident these people know what they're doing!

Nancy M.

California Document Preparers Oakland is professional, knowledgeable and responsive. The fee was fair--much lower than that of an attorney. I highly recommend them.

Don C.

These people know how to help you. California Document Preparers worked so hard and fast to accommodate me. Great job!

- Vince V.

I have now worked with three different people at this office and found each of them to be extremely helpful and accommodating. They have saved me thousands of dollars because I did not have to use an attorney for any of the above mentioned legal documents.

Becky L.

Its amazing what this outfit is capable of performing.I have and will recommend California Document Preparers for all noncontentious legal needs to all.

- Marc A.

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.

- Marc A.

While I filed the first few court documents on my own, I quickly discovered I was in over my head when I tried to draft my settlement agreement. My situation was neither contentious nor complex, so I contacted Ian at California Document Preparers, and he helped us complete and understand each step. I am super grateful to him for making it so easy for us!

~ Mara V.

I took my parents 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. Great interpersonal skills helped us get through this process as a family. I can't say enough good things about the California Document Preparers, who provided peace of mind for me and my parents.

Lee B.

I filed the first few court documents for my divorce on my own and quickly discovered I was in over my head. I contacted Ian at California Document Preparers, and he helped us understand and complete each step. I am grateful to him for making it so easy for us!

Mara V.

I needed to buy out my partner on a property. We hired lawyers, which started to look very expensive. Ian, at California Document Preparers explained this in simple terms and completed the transaction for us. I can’t recommend these guys highly enough

- Anne K.

Corey was so patient and understanding as he explained everything to me. I had 2 appointments and got everything done. 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. Fantastic service!

Mel W.

What a different experience dealing with California Document Preparers--and Caitlyn in particular! She is smart, knows what she is doing and explained concepts so I understood my options. My divorce is over and the paperwork is filed. I am very grateful.

Olga K.

Never knew that the process of putting your husband on a second mortgage was such a big deal, but California Document Preparers walked us through it. We could have done it ourselves, but eliminating the risk was way worth the minimal expense.

Johnny M.

We just completed and received documentation involving estates. Process was lengthy and rather complex. Cory and Ian at California Document Preparers were very helpful and extremely professional. We can, without a doubt, recommend California Document Preparers!

Craig M.

California Document Preparers provides fantastic document preparation services. Reached out with questions and they responded within an hour. I decided to do a Deed transfer on a Saturday and it was easy. This is my company for all my document preparation needs.

Kevin W.

I needed to make changes on the deed to my house and California Document Preparers made it easy and stress-free. I was ready to brave the hall of records, and I only needed to pay CDP and all would be taken care. They were very professional and met their timeline.

Wendy S.

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 terms so you can understand what you are expected to do now and in the future. No guess work.

- Stefani M.

Got a Deed transfer done at California Document Preparers, in and out quickly. Good service and good value. Only drawback is the hard to find parking around that section of the Lake, but you can park at WholeFood, grab a coffee there then journey up to the office to get your paperwork done.

David Y.

Brook Thurston, in California Document Preparers' Walnut Creek office, did an outstanding job of helping me obtain a Conservancy for my mother. Brook was professional, competent and personable, nudging me through the process while being sensitive to my role as full-time caregiver.

Mary L., Ph.D.

I have used California Document Preparers to help prepare my personal and business legal documents. They are patient and trustworthy with confidential issues. Their fees are much lower than those of an attorney. They are available in person or by phone to assist. I highly recommend them to everyone I know.

- Jacqueline F.

I discovered this wonderful service through Yelp. I returned today and found the same courteous, intelligent, and thorough assistance. My Living Trust was professionally, efficiently and carefully updated. A great savings over a lawyer's fees. Thanks California Document Preparers.

Cheryl T.

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 two years and I will continue to work with them.

- Mehtab G.

Cannot say enough about the excellent service we received. Highly recommend them for anything regarding a Deed. Courteous, a high level of customer service and follow-through.

- Mary M.

Valerie Jackson, at California Document Preparers, thank you for all of your help. You made life a little easier. Your customer service skills are out of this world. Wish more people could be like you. I will be recommending you to other people.

Sheila B.

Valerie, Ian and the rest of the staff are all a class actI I recommend California Document Preparers to everyone who needs this type of legal document service. Quick, efficient and reasonably priced.

Pat T.

Ian, at California Document Preparers, made my Divorce as painless as it can get. Helpful, available and knowledgeable throughout the process. He was patient and worked according to my timeline. If yours is an uncontested Divorce, CDP provides a wonderful service at a fair price.

~ Virginia N.

I came in expecting to have an appointment later in the week and I was helped right away. This office completed all paperwork by late afternoon. It was great to get this all taken care of in one day at a very reasonable price. I recommend California Document Preparers highly!

R. McGrady-Beach

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.

- Tell it L.

We have used California Document Preparers for their notary services and just used them to do our Living Trust. Working with Corey was above and beyond our expectations. He was so helpful and knowledgeable and walked us through what everything meant.

Meg W.

I used California Document Preparers for my Living Trust and estate plan and, most recently, for my business incorporation. Ian, especially, is incredibly knowledgeable and willing to help me with intimidating paperwork--even long after their services have been paid for!

- Charlene L.

I’m thankful I found California Document Preparers 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 friends and co-workers who all have the same feedback: “What great service!”

May Mattson