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Fiduciaries Serving Santa Clara County

Here you can download information about choosing individually license professional fiduciaries or corporate fiduciaries to act as trustees, financial agents, and health care agents.  This is not an exclusive list, and it is intended for services to be rendered in Santa Clara County, California.

Download List of Santa Clara County Fiduciaries


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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