The downloadable forms here are generally fill-in Microsoft Word or Adobe Acrobat "forms" that can be completed by hand or filled out on your computer then printed out, or saved and brought to your meeting with me.

CONSULTATION PACKET FOR INITIAL CONSULATION:  Individuals, married couples and domestic partners who wish to have a consultation with need to download and complete the confidential consultation worksheets contained in the Consultation Packet.  Please read the document entitled "READ THIS FIRST" for instructions on completion of necessary paperwork for your consultation.

The Consultation Packet also contains my estate planning brochure, some informative articles, a map with directions to my office, my biography, my current fee schedule, and information about fee discounts available.

PLAN DESIGN MEETING PAPERWORK:  If you have already engaged my services or if you already had an Initial Consultation and now wish to engage my services, vices, please download a set of Plan Design Meeting Paperwork.   After downloading, please read the document entitled "READ THIS FIRST" for instructions on completion of the paperwork.

CALIFORNIA CONSUMER GUIDE:  This is my brochure that gives an introduction to estate planning and the various planning options that are available.  Highly recommended (can be found as part of the Consultation Packet above)

BIOGRAPHY FOR ATTORNEY BOB BERGMAN

MAP WITH DIRECTIONS TO LAW OFFICES

CURRENT FEE SCHEDULE