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The WealthCounsel Advantage

The WealthCounsel Advantage

I am a member of WealthCounsel (www.wealthcounsel.com), a national association of about 1500 law firms and 2000 estate planning lawyers.   As a WealthCounsel member, I have access to the collective wisdom and experience of these in meeting the needs of my clients.

All of the estate plans I prepare are customized for each family drafted using proprietary software.  This software helps me to draft comprehensive, sophisticated solutions for my clients at a reasonable price, while leaving plenty of room to insert my 25+ years of experience as an estate planning attorney.

Additionally, I regularly attend continuing education offered by WealthCounsel that enables me to keep current on the latest estate planning opportunities and techniques for my clients, including the IRA Inheritance Trust, a special trust designed to be the beneficiary of IRAs and other retirement plans.

If you are ready to proceed with a consultation, wish to attend a free living trust seminar, or wish to view a living trust seminar online, you can use these links:

Schedule an Estate Planning Consultation

Register for a Free Living Trust Seminar

You may also download my free estate planning brochure by using this link:

Download Consumer Guide

Don't have time to attend a seminar?   View my seminar online by using this link:

View Online Living Trust Seminar

Download or View Living Trust Seminar


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).



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1777 Saratoga Avenue, Suite 210, San Jose, CA 95129 | Phone: 408-247-0444
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