We want all of our clients to know that we remain open throughout this period
Our offices are open and we’ve instituted stringent sanitation procedures that include masks and gloves. We’re also permitting just one set of clients in our offices at a time and following the six-foot distancing guidelines.
We’re also working virtually–what does that mean for you?
Virtual means that you can stay safely at home, sheltering in place. Stay in your pajamas and pour another cup of coffee. We can work through the details of your Living Trust, Divorce, Deed or other service over the phone or using Zoom, free online collaboration software.
Online collaboration with Zoom
Zoom has become our collaboration tool of choice. Its user-friendly interface and clear audio and video make virtual collaboration easy. Even those unfamiliar with collaboration tools find this productive and a great enhancement for our virtual sessions. For other clients, we just use our telephones and the website. In a recent case, we completed the intake process for a Living Trust over the course of a phone call. It was seamless.
Working virtually was a change for CDP because of our high level of customer service
Meeting and greeting our clients and making them feel welcome have always been important parts of our culture. Yet we introduced our new virtual process in a matter of days. Our clients are surprised at how easy it is. One longtime client who felt some urgency to update their Living Trust told us, “We dialed in to Zoom for our call, and Ian walked us through the intake questions that are part of the information-gathering phase. It was so easy! CDP will prepare the legal documents and contact us when it’s time to sign and notarize them.”
Make no mistake, these are stressful times
Even as we reach out to find new ways to accommodate our clients, we know that many are worried about their loved ones. Perhaps they’ve tested positive or know someone who has. We’re all worried about the economics of this pandemic, and we want our lives back. We want a return to normal, though that may not be so easy. There well may be facing profound changes as a result of this ordeal.
We’re all feeling the effects of sheltering in place
Cabin fever gives way to panic buying. We obsess about running out of products—it’s been weeks now, and it’s impossible to find cleaning products like ammonia or bleach. Toilet paper remains the season’s hot ticket. Our cloistered spring leaves all of us anxious on many levels.
Let’s not forget the heroes of this ordeal
But my friend Susan is one of the COVID heroes. She’s an emergency room nurse who goes to work each day ready to face another day of utter chaos. She comes home from her long, punishing shifts exhausted. Her face is bruised from the protective mask and shield she hopes will keep her safe. She fights to keep her patients alive, but often it’s not enough. As their patient load increases, her team struggles to find equipment and supplies.
This is the health crisis of our lifetimes. Be careful. Be safe. Take care of those you love.
During this difficult time, many are feeling an urgency to create a Living Trust
Our Trust package includes a Will, Power of Attorney and an Advance Healthcare Directive and Incapacity Planning. We guide you through the process and prepare the legal documents. At California Document Preparers, for most of our services, we charge one flat fee. We’re helpful, compassionate and affordable. Schedule an appointment today at one of our three Bay Area offices in Dublin, Walnut Creek or Oakland.
We service the entire East Bay and North Bay areas
Berkeley, El Cerrito, Richmond, Pinole, Alameda, San Leandro, Castro Valley Newark, San Lorenzo, Concord, Alamo, Danville, Lafayette, Orinda, Moraga, Pleasant Hill, Martinez, Pittsburg, Antioch, Brentwood, Oakley, Discovery Bay, Pleasanton, San Ramon, Livermore, Tracy and Fremont. Our clients also live in the Napa Valley, Benicia, Vallejo, Martinez, Fairfield.
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