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Probate is never easy for a family. It comes at a time of loss and grieving. Depending on the complexity of the estate, it can be extremely time-consuming, and it can be expensive. There’s generally also a sense of remorse. If parents or loved ones had only created a Living...

This story is a cautionary tale, an example of the potentially costly consequences of well-intentioned efforts from a family member. Barbara Theobald, who has worked in our Walnut Creek office for more than eight years, was contacted by “Sherry”, a previous Living Trust client. Sherry needed assistance solving a dilemma with...

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...