Case Studies

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.

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.

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.

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.

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

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’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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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 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

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

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.

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.

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.

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

Carny 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.

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 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 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 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.

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.

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.

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.

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.

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.

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

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.

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.

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

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

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 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.

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.

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 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 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 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

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.

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.

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

- Vince V.