Its amazing what this outfit is capable of performing. It's equally amazing how capable they are of sizing up a situation and foreseeing the correct legal course to take and it's outcome. They helped be with inheritance and title change issues that I was completely lost with. Ian broke the entire ordeal of Probate down to easy to swallow talk and simple sign here, initial here action. They made sure to keep me in the loop during the process, and were able and willing to answer every question and concern I had along the way. I have and will recommend California Document Preparers for all non-contentious legal needs to all.
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.
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.
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.
"I would like to thank Guideway for helping my family deal with issues surrounding my parents' estate. I could have never done it without their help. I was met with the kindness and courtesy. Brook Thurston was wonderful and I recommend her wholeheartedly to anyone in need of legal documentation help."
Corey was so patient and understanding as he explained everything to me. I had 2 appointments and got everything done. I have the documents sent to my family, my healthcare provider and my original copies that CDP placed in a neat, tabbed binder for my easy reference. Fantastic service!
I used California Document Preparers for my Living Trust and estate plan and, most recently, for my business incorporation. Ian, especially, is incredibly knowledgeable and willing to help me with intimidating paperwork--even long after their services have been paid for!
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.
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!
I needed a Living Trust quickly due to a family emergency, and the service provided by California Document Preparers was amazing. They answered all my questions, responded in a timely manner, were courteous and respectful. The process was seamless. I highly recommended CDP.
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
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.
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 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.
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!
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.
My experience with California Document Preparers was outstanding. I worked through a complicated divorce with Ian. He was incredibly knowledgeable and made a difficult process look easy.
Excellent attention to detail, organization and follow-up. (I used California Document Preparers to change the title on a property.)
Ian at California Document Preparers helped me with a Quit Claim Deed—great service and advice at just $180. Ian kept the process moving forward. He forwarded the completed and filed document to me, my wife and the credit union. Thanks, Ian. Great service!
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.
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.
Been to California Document Preparers' Oakland office twice for notary services. It's easy for you to get here--a few blocks from Whole Foods. It's a great price with no hidden fees. Quick and easy and always professional, nice and comfortable office.
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!
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.
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!
California Document Preparers provides a great alternative for those going through a divorce who don't want to/can't spend the money on an attorney. The pricing is really fair. We were given an estimated timeline for completion and they met it. They expedited the filing of our documents to help us meet our deadline. We were impressed with CDP’s customer service and have referred friends and colleagues to them.
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!
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.
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.
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.
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.
I filed the first few court documents for my divorce on my own and quickly discovered I was in over my head. I contacted Ian at California Document Preparers, and he helped us understand and complete each step. I am grateful to him for making it so easy for us!
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.
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.
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.
Divorce is never easy. However, it was very straightforward, quick-responses for a complex divorce. I did hire an attorney but saved a ton of money by using them only for a consult and having Ian do the preparations. All around great experience.
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.
"I worked with Ian Duncan of Guideway to assist me in my divorce proceeding. I was impressed by all of the staff's professionalism, efficiency, kindness and patience in this process. They made what could have been an unpleasant divorce experience actually quite manageable."
California Document Preparers were available, attentive, and resourceful. I was impressed with their professionalism and high level of customer service. They made my Living Trust process easy!
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.
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!
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.
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.
I needed to make changes on the deed to my house and California Document Preparers made it easy and stress-free. I was ready to brave the hall of records, and I only needed to pay CDP and all would be taken care. They were very professional and met their timeline.
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!
I’m thankful I found California Document Preparers to do my Living Trust. The staff was very friendly and knowledgeable. They answered all my questions and the fees are very reasonable. I recommend California Document Preparers to friends and co-workers who all have the same feedback: “What great service!”
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!
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!
I needed to change the ownership of our San Francisco property. California Documents was very easy to deal with and lightening fast. Easy, safe walk from BART. We were a half an hour early but they took us in right away and notarized the information. I was so glad they were recommended to me.
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.