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Attorney Robert P Bergman
Note:  If you have not already completed all or most of your Plan Design Meeting Worksheets, please download and complete as much of the Plan Design Meeting worksheets as you can before scheduling your Plan Design Meeting.

 

Download Plan Design Meeting Worksheets

 

Use this form to schedule your Plan Design Meeting (PDM) with me. The Plan Design Meeting is appropriate if any of the following apply: 
  • You are a current client, and you have completed all or most of your Plan Design Meeting worksheets and you are ready to meet with me to complete the design of your estate plan.
  • You already had an Initial Consultation (IC) with me, and you wish to engage my services to do estate planning for you.  Note: you should already have downloaded and completed Plan Design Meeting Worksheets prior to scheduling your Plan Design Meeting.
  • You wish to skip an Initial Consultation, and you wish to engage my services to do estate planning for you. 

Note: you should already have downloaded and completed Plan Design Meeting Worksheets prior to scheduling your Plan Design Meeting.

 

After you have scheduled your Plan Design Meeting, you will receive an email from my calendaring system confirming your appointment date and time.  

 

Robert P. Bergman, Attorney at Law

 


 

 
SCHEDULE YOUR PLAN DESIGN MEETING
 
 
 
 
 

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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