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.
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.
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.
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
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.
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 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."
"We have previously used Guideway for their notary services and just used them to do our Living Trust. Corey Priest exceeded our expectations. He was extremely helpful and knowledgeable and patiently walked us through what everything meant."
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 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.
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.
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!
A friend referred me to California Document Preparers to get a Power of Attorney and an Advance Healthcare Directive. Lynne was extremely professional and made the deed transfer process as simple as possible. I will recommend this business because the service is exceptional.
We went to California Document Preparers to transfer names on a Deed. The process was smooth, from collecting information to reviewing the legal documents. I made an appointment to have my documents notarized. Friendly and patient. Great customer service.
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!
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
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!
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!
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.
Its amazing what this outfit is capable of performing.I have and will recommend California Document Preparers for all noncontentious legal needs to all.
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.
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!
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.
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. Solid gold experience. Wish I could give them 6 stars.
California Document Preparers Oakland is professional, knowledgeable and responsive. The fee was fair--much lower than that of an attorney. I highly recommend them.
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.
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.
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.
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.
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!
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.
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 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 have now worked with three different people at this office and found each of them to be extremely helpful and accommodating. They have saved me thousands of dollars because I did not have to use an attorney for any of the above mentioned legal documents.
We had our Living Trust amended twice and Brooke, at California Document Preparers, explained everything clearly and thoroughly.
"I came in expecting to have an appointment later in the week and I was helped right away. Guideway completed all my paperwork by late afternoon. It was great to get this all taken care of in one day at a very reasonable price! I highly recommend them!"
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.
Awesome service at affordable price. A lawyer tried to mediate my divorce; they charged me for every email and call, and it cost me thousands of dollars. Ian handled my paperwork, answered all my inquiries, questions and concerns with a positive, caring attitude.
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.
These people know how to help you. California Document Preparers worked so hard and fast to accommodate me. Great job!
A big thank you to Barbara and Bill for helping me get through this Probate process so smoothly. I started this action trying to save a house from the County Assessor and ended up saving my sister as well. It has been a rough process for me and my family, but I suppose these issues always are. Keep up the good work!
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.
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!
Cannot say enough about the excellent service we received. Highly recommend them for anything regarding a Deed. Courteous, a high level of customer service and follow-through.
California Document Preparers is open on Saturdays, and it was the only place that we could find on the weekend to notarize our documents. It was quite busy but they were efficient and thorough. Great friendly service.
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.
"We just received our official recorded documents from the County Recorder's office. Guideway provided the expertise, notary, and even took our signed documents and recording fee to the recorder's office. I rarely give a five-star review, but this place has been just amazing."
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.
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!
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.