Conservatorship: An Intervention for an Elderly Father
A woman came in to our Oakland office seeking our assistance creating a Conservatorship for her 89-year-old father. His situation had escalated to the point...
29 April, 2015
A woman came in to our Oakland office seeking our assistance creating a Conservatorship for her 89-year-old father. His situation had escalated to the point...
We’ve all known couples who’ve had trouble living with--and without--each other. One such couple came in to our Oakland office seeking a Legal Separation. Married...
There is often a resistance to creating a Living Trust because let’s face it--it’s uncomfortable talking about end-of-life documents, death and loss. Many of us...
It's never too early to plan for the future — even that part of the future that might not include you anymore. In order to...
Val Watterson, in our Dublin office, is California Document Preparers’ April Employee of the Month. Val is a fairly recent Bay Area transplant. While she grew...
James Brown, the frenetic King of Soul, died in 2006 with a legacy of failed marriages, estranged children and run-ins with the law. He left...
Many of our clients are relieved to have finally completed their Living Trusts, but it may have been many years and life events ago that...
Probate, as we tell our clients, is easy to avoid by creating a Living Trust, making sure that it’s properly funded with your assets and...
A recent situation for one of our clients points out the importance of creating a Living Trust, funding it—transferring all of your assets into the...
Many of our clients who prepare their Living Trusts with us are impressed by how comprehensive our package is; it includes naming a Power of...
Valerie Jackson, California Document Preparers’ March Employee of the Month, joined the Oakland office three years ago this month and has become an important part...
We saw Still Alice last weekend, the excellent movie about early-onset Alzheimer’s that arrived in theaters a few weeks ago and for which Julianne Moore...
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.
Helpful. Compassionate. Affordable.