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San Jose Living Trust Attorney &
San Jose Estate Planning Attorney
Serving Santa Clara County and the
Greater San Francisco Bay Area 
Since 1980

CALL: 1-408-247-0444
CONTACT ME BY EMAIL


Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129-5208
 

CLICK TO VISIT LAWBOB RADIOMy radio show, "LAWBOB RADIO" will be podcasting at KFAX 1100 AM in the San Francisco Bay Area,   Shows are also available for download at www.lawbobradio.com.




Hi.  I'm estate planning attorney Bob Bergman ("Robert P. Bergman"), Certified Legal Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization).  I'm married to Jennifer A. Lotz, who is a labor and employment attorney and "Of Counsel" to my law practice. We have twin daughters, whose home page can be found here:  Children's Home Page.  Use these links to find out Who We Are and Why Hire Bob to do your estate planning.

Please use the links below or to the left to find out more about my law practice and the services I provide:

Quick Links:

Why Hire Bob?

Why Do Estate Planning?

Who Should Prepare Your Estate Plan?

Living Trust Seminar Options

Download Current Estate Planning Brochure: "The California Consumer Guide to Wills, Living Trusts and Estate Planning"

Appointment Days and Times

Contact Bob With Your Question

Schedule Estate Planning Consultation

Schedule Trust Administration Consultation

Schedule Plan Design Meeting

Schedule Signing Appointment

View Upcoming Dates and Times for Free Living Trust and Retirement Plan Trust Seminars

 


SCHEDULE A CONSULTATION OR APPOINTMENT USING MY ONLINE CALENDAR:  Please read the information below to determine the type of appointment to schedule. Click on the link to take you to the appropriate scheduling page and calendar.

Schedule an Initial Estate Planning Consultation if you wish to consult with me regarding living trust planning, special needs planning (Supplemental Needs Trust), special planning for retirement plan assets (IRA Retirement Trust), charitable planning, or wealth preservation planning.   There is currently no charge for this consultation (subject to change without notice).  After scheduling, please use the following to download the Estate Planning Consultation Packet to review and complete prior to your appointment:

DOWNLOAD ESTATE PLANNING CONSULTATION PACKET

Schedule a Trust Administration Consultation if you wish to consult with me about handling the post-death administration of a revocable or irrevocable trust of which you are the successor trustee, or if you are a beneficiary and you wish to consult about your rights as a beneficiary under an existing trust.  These consultations are billed at an hourly rate of $400.00 per hour, with a minimum of one hour, due and payable at the time of the consultation.   After scheduling, please use the following to download the Trust Administration Consultation Worksheet to review and complete prior to your appointment:

DOWNLOAD TRUST ADMINISTRATION CONSULTATION WORKSHEET

Schedule a Plan Design Meeting if you have already hired me to prepare living trust based or other estate plan for you, and you have completed your homework and area ready to meet and complete the design.  If you have not yet hired me but we have had an initial consultation already and you have now decided to hire me to do estate planning for you, then you may also schedule your Plan Design Meeting, provided you have also already downloaded and completed any necessary homework in preparation for the meeting.  If you need the Plan Design Meeting Paperwork, you may download it using this link:

DOWNLOAD PLAN DESIGN MEETING PAPERWORK

Schedule a Signing Appointment if you have been notified by me that your estate planning is ready for signing.   Please allow 2-3 business days advance notice of any date you schedule in order to give me time to do my final review and assembly of your plan, and arrange for a signing witness if necessary.


Serving families in the greater San Francisco Bay Area, including the following counties, cities and communities:

SANTA CLARA COUNTY:  Alviso, Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, San Martin,  Santa Clara, Saratoga, and Sunnyvale
 
SAN MATEO COUNTY: Atherton, Belmont, Brisbane, Burlingame, Colma, Daly City, East Palo Alto, Foster City, Half Moon Bay, Hillsborough, Menlo Park, Millbrae, Pacifica, Portola Valley, Redwood City, San Bruno, San Carlos, San Mateo, South San Francisco, and Woodside
 
ALAMEDA COUNTY: Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City
 
SANTA CRUZ COUNTY: Aptos, Capitola, Santa Cruz, Scotts Valley, and Watsonville
 
CONTRA COSTA COUNTY: Antioch, Brentwood, Clayton, Concord, Danville, El Cerrito, Hercules, Lafayette, Martinez, Moraga, Orinda, Pinole, Pittsburg, Pleasant Hill, Richmond, San Pablo, San Ramon, and Walnut Creek

The Christian Yellow Pages
Lawbob.net (Bob's Information Website)
Freelivingtrustseminar.com (online living trust seminar options)
LAWBOB RADIO (website for LAWBOB RADIO on KFAX 1100 AM)


Law Offices of Robert P. Bergman on Google+ 
Law Offices of Robert P. Bergman on Facebook
LAWBOB RADIO on Facebook


 

    

  


The Law Offices of Robert P. Bergman assists families with Estate Planning, Special Needs Planning for children and adults, Elder Law and Medi-Cal planning, and Trust Administration in the Silicon Valley (Santa Clara County, California).