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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...

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...