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Testimonials

Here are some testimonials from attendees at my living trust seminars and clients of the firm:

(on Bob's Living Trust Seminar)

“Great class.  I’d like to get this info to my extended family.”  

- P.R., Morgan Hill


 (on Probate Administration)

"On behalf of (my sisters) and myself  I want to thank you for the  speed and professionalism  demonstrated by you and your office  in handling  the probate issues associated with the death  of our brother.  We all feel we were  lucky to have selected you at that time of  shock and sadness at our loss. THANK YOU FOR A JOB WELL DONE.  

- J.K., Connecticut


(on Bob's Living Trust Seminar)

"Very informative and eye-opening."   

- C.M., San Jose


(on Bob's Living Trust Seminar)

“Easy to follow presentation.   Robert was extremely knowledgeable and professional.  Fabulous seminar/workshop.”  

- J.B., San Jose


(on Bob's Living Trust Seminar)

“Great presentation.   Increased my anxiety re: I need to put my will/trust in place including having my wife involved too.”  

- R.H., San Jose


 (On Living Trust Planning)

I have worked with Robert since about 2000. He drew up our first living trust and gave us excellent advice on how my wife and I should proceed. I have recently worked with him again because of the trust we have in him to modify the existing trust. He is very knowledgeable of California law and the best way to proceed.  The work is done as promised by the due dates.  i would recommend him to any friend or family member.


- L.O., San Jose


(on Bob's Living Trust Seminar)

“Excellent information – never was aware of so many estate planning options.”   

- N.B., Santa Clara


(on Bob's Living Trust Seminar)

“Excellent information.  Superb speaker.  Real eye opener on things we need to do."  

- P.R, Pleasanton


(on Bob's Living Trust Seminar)

“Very informative.  Just what we needed to hear.  Thank you.”  

- T.L., Campbell


(On Living Trust Planning)

Bob is a very knowledgeable estate planning attorney and teaches a very complicated subject to his clients and potential clients in a manner that is easily understandable. He has a good sense of humor without being outlandish and makes people feel comfortable in discussing some very tough issues such as death and dying. His professionalism shows through the thoroughness and quality of his work. He allows his clients to feel that he is a trusted advisor and will be around should you need any assistance in the future. I would highly recommend Bob to anyone for Estate Planning.   

- K.D., San Jose


(On Probate Administration)

In 2007 my world was turned upside down. My best friend, my mentor, my dear mother passed away. I needed legal assistance to guide me through the probate process. I called Bob's office on a Sunday and left a message on his answering machine. Because it was a Sunday I didn't expect to receive a call back until Monday at the earliest. I was pleasantly surprised and extremely grateful when I received a call within a few hours on the same day. I was so emotional and sad and needed legal advice. The minute I started explaining my situation, Bob immediately put me at ease and took a considerable amount of time explaining the probate process to me.

I retained his services and he made a painful situation bearable. His level of professionalism, his people skills and compassion far exceeded my expectations. I will always remember how he took the time on a Sunday afternoon to return a phone call. He sensed the sadness in my voice. He kept me informed and answered all of my questions from start to finish.

I would recommend this wonderful lawyer without hesitation. Not only does he offer outstanding legal services, he also offers free seminars which are very informative and open to the general public. I would recommend anyone with estate planning needs or anyone who wants to empower themselves with valuable information to attend one of his seminars. Over the years I have heard a lot of bad comments and jokes about lawyers and used car salesmen, but Bob is definitely one of the good guys.

- A.W., San Jose



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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