Meeting the Need with New Ways to Care for our Clients

Meeting the Need with New Ways to Care for our Clients

During this health crisis, we’ve developed new procedures to ensure the comfort and safety of our clients.

  • All of our team wear masks and gloves; we change these for each new client.
  • We are taking social distancing seriously. Only one set of clients is allowed in the office at a time.
  • We have significantly stepped up our cleaning and sanitation procedures. We wipe down surfaces after each appointment, including desks, pens and doorknobs. We have hand sanitizer positioned strategically throughout our offices.
  • Working virtually. We know that many clients are concerned about leaving their homes. For these clients, we are working completely virtually. We’re using Zoom, our website and telephones, and it’s seamless. We can get you started on our website and we walk you through every procedure. We’re available by phone and email. We guide you through the entire process. For the final signing and notary, we can deliver this to your home.

During this health crisis, many are feeling an urgency to create a Living Trust

Our Trust package includes a Power of Attorney and an Advance Healthcare Directive. We guide you through the process and prepare the legal documents. At California Document Preparers, most of our services, we charge one flat fee. We’re helpful, compassionate and affordable. Schedule an appointment today at one of our three Bay Area offices in Dublin, Walnut Creek or Oakland.

We service the entire East Bay and North Bay areas

Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.

janet
jpeischel@top-mindmarketing.com


During this extraordinary time of COVID-19 closures, California Document Preparers is still open for business. We are continuing to operate in light of the Shelter-in-Place order, especially over the phone, via video chat, or through the website.

 

You may call our Oakland or Walnut Creek offices at their regular numbers and someone will answer:
Oakland:  (510) 452-2320
Walnut Creek:  (925) 407-1010

You can also call our Dublin office at (925) 479-9600 and you will receive a return call as soon as possible.

 

Our top priority is safety.  We also acknowledge that many of you have expressed an urgent desire to prepare your estate documents in light of the current public health crisis.  We are there for you and ready to assist.

 

The times have changed, but our dedication to service has not.  We appreciate your continued support and wish you and your family stay well under these difficult circumstances.

 

California Document Preparers

Helpful. Compassionate. Affordable.