Case Study: Deed Transfer Client Comes Back for Living Trust

Case Study by Barbara Theobald, Walnut Creek

At California Document Preparers, we do a lot of deed transfers. There was a time when title companies helped people with these transfers, but they no longer offer this service except for those who have purchased property and are going through escrow with the title company. We’ve developed good relationships with area title companies and they’ve become a good california-document-preparers_barbara-copyreferral source for us.

A recent Walnut Creek client was a referral from one of these title companies

He was going through a divorce and needed to have some deeds prepared. He owned several properties in San Jose and quite a few more in Las Vegas. We prepared the deeds, then emailed them to his wife’s attorney for review. The attorney wanted the deeds prepared a certain way and we complied, even though it meant redoing some of the deeds–at no extra cost to the customer.

Back again to transfer deed on a property co-owned with parents and brother

We completed our client’s order, and he returned when his family wanted to transfer a commercial property in Las Vegas in which he shared ownership with his parents and brother. Each party owned a third of this property. After all the deeds were signed, notarized and recorded, we received a call from the assessor’s office in Clark County, NV. In reviewing all the deeds – there were three of them – they found that the legal description had been recorded incorrectly since the 1980s. According to the assessor, the legal description needed to be corrected before they would transfer the property. To help our client, we corrected the deeds and provided a discount on the order. He thanked us for all our help.

Our now very good client recently came in once again–he not only purchased a Living Trust with deed transfers for himself, he brought his brother with him to do the same!

More than 60% of our business comes from repeat clients and referrals

Providing a high level of customer service and continuing to help clients like this one are some of the reasons California Document Preparers has a good reputation within our community. We’re very proud of the fact that more than 60% of our business comes from repeat clients and referrals.

Have you been putting off getting a deed transferred?

It’s generally a simple process. Our easy-to-use, secure, online storefront is a great way to get started or contact one of our three Bay Area offices. We’re here to assist you. Helpful. Compassionate. Affordable.

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.