Information Forms and Worksheets
The downloadable forms here are generally fill-in Microsoft Word "forms" or Adobe Acrobat version that can be completed by hand or filled out on your computer then printed out, or saved and brought to your meeting with me. I have provided these worksheets for download in two formats:
Format One - A .zip file of all documents that must be "unzipped" after download to your computer.
Format Two - A link to a Dropbox folder where all documents may be individually or collectively downloaded to your computer
Estate Planning Consultation or Client Review Appointment: Individuals, married couples and domestic partners who wish to have a consultation with me need to download and complete the confidential consultation worksheets contained in the Consultation Packet. Please read the document entitled "READ THIS FIRST" for instructions on completion of necessary paperwork for your consultation.
CONSULTATION PACKET FOR ESTATE PLANNING CONSULTATION (Format One - .zip file)
CONSULTATION PACKET FOR ESTATE PLANNING CONSULTATION (Format Two - Dropbox folder)
Plan Design Meeting: If you have already engaged my services or if you already had an Estate Planning Consultation and now wish to engage my services, please download a set of Plan Design Meeting Paperwork. After downloading, please read the document entitled "READ THIS FIRST" for instructions on completion of the paperwork.
PLAN DESIGN MEETING PAPERWORK (Format One - .zip file)
PLAN DESIGN MEETING PAPERWORK (Format Two - Dropbox folder)
Estate Administration Consultation: If you wish to consult with me on the administration of a Probate or a Trust where the owner has died, you need to download and complete the consultation worksheet in the Estate Administration Packet
CONSULTATION PACKET FOR ESTATE ADMINISTRATION CONSULTATION (Format One - .zip file)
CONSULTATION PACKET FOR ESTATE ADMINISTRATION CONSULTATION (Format Two - Dropbox folder)
This is my brochure that gives an introduction to estate planning and the various planning options that are available. Highly recommended (can be found as part of the Consultation Packet above)
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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