If you have already engaged my services to prepare your living trust based estate plan or other estate planning, you may use the following link to schedule your Plan Design Meeting when you are ready to proceed:
Schedule Your Plan Design Meeting
If you don't already have a set of the Plan Design Meeting Paperwork, you may download them by going to Forms and Worksheets. |
The Law Offices of Robert P. Bergman assists families with Estate Planning, Special Needs Planning for children, and Probate and Trust Administration in the Silicon Valley (Santa Clara County, California).