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.
We had our Living Trust amended twice and Brooke, at California Document Preparers, explained everything clearly and thoroughly.
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!
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.
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.
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.
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.
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!
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.
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.
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.
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.
Got a Deed transfer done at California Document Preparers, in and out quickly. Good service and good value. Only drawback is the hard to find parking around that section of the Lake, but you can park at WholeFood, grab a coffee there then journey up to the office to get your paperwork done.
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.
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!
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
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!
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.
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.
We had our Living Trust updated at California Document Preparers. We met with Bill, and when we returned with our paperwork we met with Brook. When we went for the final signing, Susan met with us. It was just such a great interaction with each person we came in contact with.