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For Existing Clients:

This page is designed to provide information and resources for the existing clients of the Law Offices of Robert P. Bergman.

CLIENT INFORMATION UPDATE FORM:   As time passes, it becomes more and more likely that I no longer have current contact information for you.   You may have moved your residence, acquired new telephone numbers and email addresses, etc.   Please use this form to update your client information for me:
Client Information Update Form

CLIENT REVIEW APPOINTMENT:  If you have not had your estate plan reviewed in several years, it may be time for a review.   Changes in family circumstances (i.e. births, deaths, marriages, divorces), family wealth, and the tax laws for estates, income, and real property taxes all may have an impact on your estate plan.  Please use this link if you wish to schedule a Client Review Appointment with me:
Schedule Client Review Appointment


CLIENT ONLINE REVIEWS: My law practice grows through a combination of methods, including offering seminars, advertising, and, most importantly, client referrals and reviews.   Please take a few minutes to visit one or more of these websites to leave me an online Client Review:


AVVO REVIEW (dedicated attorney review website): 



Bookmark this page, because more and more content will be added to this page in the future. 


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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