Kerry Spence at People's Legal Docs in San Rafael was an exceptional teacher and guide to help my husband and I to develop, execute and fund our Living Trust. There was not a single question unanswered and every explanation was with authority and real-life experience to address any concerns we had. Kerry and her team were very thorough and relentless to give us the best experience and working documents to properly execute our final wishes and best financial position for the Trust. Unfortunately, my Father-in-Law passed during our time working together and Kerry provided consultation on a few serious issues with my husband. Again, clear information and common-sense explanations that really put my husband as ease. I would highly recommend using Kerry and her team at People's Legal Docs. read more

So after my last excellent experience with Kerry Spence, and her company People's Legal Docs, dealing with my very difficult and emotionally draining divorce, and how great and supportive she was, I decided to go back to her again and use the People's Legal Docs to setup my living trust. As usual it couldn't have gone smoother. First off, she charges a flat fee, so you know what you're paying up front, no added cost, which I really appreciate this day and age. Her and her company made it beyond easy to understand and figure out what was best for me and my assets and to help my family easily deal with my items incase something happens to me. I went through something similar and difficult to sort out when my mother passed and didn't want my family to go through the same type of headache to deal with my assets. Kerry and her team went through their process to get everything together and listed out all my choices and ways I could deal with it. It was so easy, and didn't take long or take too much of my valuable time to get done. It was one office visit, two phone call meetings and one final signing meeting in the office. She filed everything with the county and courts, took care of everything for me. Everything was handled with care, professionalism, and ease, what else could you ask for. Then at the end, I received a beautiful leather bound binder with everything organized beautifully for my family to be able to find anything they needed easily. I was extremely please, yet again, with Kerry Spence and her company, fantastic experience and would highly recommend her to anyone needing to do a Will or Living Trust. All I can say is if you don't use Kerry, you're making a big mistake :) Thanks again Kerry, you're the best! read more

estate planning After years of procrastinating on setting up a family trust and our personal wills, my wife and decided to get serious about looking for help. We looked at the usual suspects for recommendations: Next door, Yelp and Google and ended up selecting Kerry Spence founder of Peoples Legal Docs. Kerry and her team were fantastic to work with. She was excellent in explaining in laymen's terms the nuances of Trusts versus wills and avoiding probate. The whole process took 5 weeks with most of the work being done by phone and we ended up with a Family Trust, two wills, two powers of attorney, two agents of finance and a deed to transfer out home title to the Family Trust. All of these documents were put together in a lovely, professional binder for easy use. We were very pleased with the services we received. Kerry was warm, compassionate and trust worthy and we wholeheartedly recommend her services. Alex & Lucinda Lake-Thomas read more

We just completed our living trust and will with the help of Kerry Spencer of People's Legal Docs. Inc. She is amazing! She is professional and thorough, very clear with her explanations and directions as well as a pleasure to spend time with. She held our hands all the way through funding the trust and handed us a very well organized binder with copies of everything and instructions for making changes in the future. Because she is a paralegal her price was more affordable than a lawyer's plus I feel like we received much more attention than we would have with most lawyers. We could not recommend her more highly. read more

I would highly recommend Kerry and her team. If i had known the family trust process would be so easy i would have completed this process years ago. But it is done and I am so relieved. Kerry also took the time to explain the documents in easy to understand terms to my adult daughter. The process took a minimum of time and was presented to me in understandable language. Plus Kerry made sure we set up all of the appointments in advance so that we could complete the process within a couple of months. Thank you Kerry . read more

My husband and I have been putting off doing our estate paperwork (trust, wills, healthcare directives) for so long. I was given Kerry's name by an attorney and I emailed right away and told her I have been putting it off for years. She was SO wonderful to work with, didn't push too much but just enough for us to get it done and we were done within a month! It is a wonderful process and I am so relieved it is all done. The best part.... it is at least half of what any attorney was quoting me to get the same papers done. CALL NOW and get it done.... good luck. read more

My husband and I used Kerry and her team's services to create a trust, will, and advance medical directives and we were both very pleased with the process and professionalism. It's not something that we looked forward to doing and procrastinated thinking it would take a lot more time and effort, but she explained everything very clearly and worked with us when we couldn't figure out how to address some complicated decisions. I would highly recommend Kerry and her team. It's not expensive and well worth the investment. read more

I have been a client of Kerry Spence's since 1995. She put together my living trust, will, medical directive and has amended these documents at least once. Kerry has assisted me in doing a simple and friendly divorce. I have referred a number of friends to Kerry for similar services including setting up an LLC. Everyone I have referred has been more than satisfied. Using Kerry has been a no-brainer for me! She has vast legal experience and her fees are a fraction of what a Marin county attorney would charge. In one instance we needed a legal opinion outside of her scope so she connected with an attorney and I paid for one hour of his services. Besides her legal expertise and reasonable fees, Kerry is a very friendly, lovely woman and a pleasure to spend time with!! Five Stars for People's Legal Docs and Kerry!! read more

I just did my Living Trust and Will with People's Legal Service. Kerry Spence gave me great advice and guidance. I highly recommend them. Kerry is a joy to work with. Everything was understandable and the cost, better than a law firm! She was clear and precise and the overall experience was so easy. Excellence is the word that comes to mind. read more

Recently my husband and I completed our Living Trust, Will, Power of Attorney, Deeds, and Advanced Health Care Directives through People's Legal Docs, Inc. Kerry Spence, a paralegal, assisted us through the document maze with ease. We had begun the process with an attorney. We procrastinated --not feeling comfortable. A "NextDoor" neighbor recommended Kerry's services. Srijana Dhakhwa, Kerry's assistant was very helpful throughout the process. Our emails and telephone calls were answered promptly. Some work could be accomplished via telephone conference, saving time. Kerry made appointments with the trust officers at our banks. Kerry and Srijana are both notaries. Should legal questions arise during the process, they can arrange for advice. When all the documents were completed they were presented in a box with a tabbed binder. Finishing a review of the family finances and estate planning with helpful professionals is a good feeling. While not inexpensive, the value in my opinion is greater than using a law firm. read more

After years of procrastination, my wife and I finally decided to write a will and establish a Living Trust. Kerry and team did a great job putting together a trust, will, power of attorney, and health care directives, and then took care of moving most of the assets into the trust. It's a pretty long and detailed process, and having somebody with Kerry's experience guiding it was really important. She has a repeatable process that is very organized and thorough. We paid a flat fee up front (much less than what most people I know have paid), and that was it - no nickel-and-dime fees tacked on. We were very happy with the result. read more

I have worked with Kerry and her staff at People's Legal Docs for many different legal matters over the last two decades. She helped me change my name, set up a living trust and create a corporation with my business partner. I highly recommend her for your legal needs. read more