Case Studies

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

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.

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

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.

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.

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.

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.

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

Carny A.

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.

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’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

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.

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

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.

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 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 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.

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 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.

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.

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.

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.

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

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.

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.

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 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.

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.

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.

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.

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.

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

- Vince V.

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.

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.

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

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

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.

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 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.

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.