Blog

We encourage all of our clients to create a Living Trust so their families can avoid Probate. Unfortunately, there’s one critical step that sometimes gets...

Laurie Scherrer, 55, a hardworking sales executive, found herself forgetting customers and unable to perform simple math calculations. She was diagnosed with early onset Alzheimer’s...

The baby boomers--that big, bold generation that marched, protested, innovated and made things happen--are leaving another legacy. That of debt. The boomers, unlike their frugal...

Ask tax professionals, and they’ll tell you that this year may be the most grueling tax season in memory. The shutdown.The IRS is “on shaky...

A growing number of Americans are unmarried and childless, and they may be facing the prospect of an uncertain, solitary old age. A New York...

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.