1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129-5208
Hi. I'm estate planning attorney Bob Bergman ("Robert P. Bergman"), Certified 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 previously "Of Counsel" to my law practice. We have twin daughters now in third grade.
Use the "quick links" below to find out more about my estate planning law practice.
If you wish to consult with me regarding living trust planning, planning for special needs family members, planning for asset protection for retirement plan assets for your heirs, or wealth preservation planning. There is currently no charge for this consultation (subject to change without notice.) After scheduling, please use link above download the Consultation Packet that contains further instructions and all forms and information to be completed and provided to me prior to your Consultation Appointment.
Book an Estate Administration Consultation
Download Estate Administration Consultation Worksheet (Dropbox folder with files)
Download Estate Administration Consultation Worksheet (.zip file)
If you wish to consult with me about handling the post-death administration for a person who had no Will, had only a Will, or had a revocable and/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 or Will. These consultations are billed at an hourly rate of $500.00 per hour, with a minimum of one hour, due and payable at the time of the consultation. After scheduling, please use the link above to download the Estate Administration Consultation Worksheet to review and complete prior to your appointment.
Book a Plan Design Meeting
Download Plan Design Meeting Paperwork (Dropbox folder with files)
Download Plan Design Meeting Paperwork (.zip file)
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 the link above.
Book 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.
Book a Client Review Appointment
If you are an existing client and you wish to have your estate plan reviewed (recommended if you had it done prior to 2013).
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
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Heggstad Help (Non-Probate transfer of trust assets into a trust after the trust creator has died)
Attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law, assists families in the San Francisco Bay Area with Estate Planning, Special Needs Planning for children and adults, special planning for retirement plan assets, and trust administration.
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