Archive

  • All
  • About Guideway
  • Adoption
  • Advance Healthcare Directive
  • Bay Area Focus
  • Blog
  • Business and Finance
  • Conservatorship
  • Deeds & Real Estate
  • Divorce
  • Health
  • Miscellaneous Services
  • Prenuptial Agreements
  • Probate
  • Senior Services and Hospice
  • Wills And Revocable Living Trusts

For many people these days, working remotely is the way business gets done, and California Document Preparers is able to accommodate clients who live outside the greater Bay Area. We frequently get calls from those who are located in different parts of California or even different states who would like...

“Julie” came in to our Oakland office to get more information about creating a Living Trust. She and her husband headed a blended family, and theirs was a complex scenario. Wanting to avoid going to an attorney, she was hoping we could help her. She and her husband, “Jerry”, had...

 A recent experience with a Living Trust client brought up an issue that frequently surfaces for those who are dividing their estates among their children. “Joe” and “Marilyn” were planning to gift real property equally to their son, “Tony” and daughter, “Sarah”. In the beneficiary section of the Trust, they...

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...

Three young people, Bruce, Becky, and Bryce came in to our Walnut Creek office for assistance with a Probate. Their father, just 52, had died unexpectedly of a heart attack in November. They’d all been close to their father, who had single-handedly raised them after their mother died. He had...

Case Study by Bill Schaaf, Walnut Creek A 60-year old Antioch woman came in to our Walnut Creek office because she needed assistance creating Living Trusts for both herself and her ex-husband. “Anna” and “George” divorced seven years ago after more than 20 years of marriage and three grown children. Now, it...

When we create Living Trusts for our clients, we always caution them that there’s a reason these are referred to as Living Trusts---these are living documents that need to be updated with important life events. So what are life events? A good way to think of this is anything that would affect...

Case Study by Bill Schaaf, Walnut Creek The concept of family has evolved. It’s not uncommon for men or women these days to decide that they really don’t want to get married at all, but they do want to have a child and be a parent. The families they form may...

A woman came into our Walnut Creek office seeking help with her parents’ estate. Like many of the clients who come through our doors, she needed information. She’d never dealt with an estate before and was still in shock over her mother’s sudden death. Her mother had been healthy and...

A client came into our Oakland office in late January to ask if we did Probate, and we assured him that we do. His father had died of cancer in 2015 and his mother had died over the Christmas holidays--a long, sad holiday for the entire family. His mother was...

Case Study by Barbara Theobald, Walnut Creek Last year a couple in their 70s came in to the Walnut Creek office to see Barbara Theobald. The husband’s mother, who was in her nineties, had died and he was going through her papers. They had moved in with his mother nearly ten...

Case Study by Barbara Theobald, Walnut Creek Barbara Theobald has worked in California Document Preparers’ Walnut Creek office for eight years, and in that time, she’s helped hundreds of clients and built a significant amount of customer loyalty. Last year a Living Trust client called to schedule an appointment to bring in her...