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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...

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...

This case study is a cautionary tale, and unfortunately, we see this kind of situation all too often. It highlights the importance of what is called vesting, or the way in which title to a Deed is held. It seems like a small thing, but a Deed is the legal...

A woman, “Joan”, recently came into our Oakland office to talk to us about adding the names of her longtime partner and her daughter to the Deed for her home. As with many of our clients, health issues had caused her to think about succession planning. Joan had recently had...

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 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...

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 from Ian Duncan, Oakland About a year and half ago, a well-dressed woman came into the Oakland office and asked Ian, one of the owners, if he did Probate. “Yes, of course we do!” Ian loves doing Probates. This woman was very professional and pleasant. She was accompanied by a past client, and...