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 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
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.
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.
We had our Living Trust amended twice and Brooke, at California Document Preparers, explained everything clearly and thoroughly.
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.
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
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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
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.
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.
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.
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.
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.
These people know how to help you. California Document Preparers worked so hard and fast to accommodate me. Great job!
- Vince V.
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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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.
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.
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 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.
Excellent attention to detail, organization and follow-up. (I used California Document Preparers to change the title on a property.)
Carny A.
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.
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
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 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.
