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The WealthCounsel Advantage - Practice Excellence
The WealthCounsel Advantage - Practice Excellence

I am a member of WealthCounsel (www.wealthcounsel.com), a national association of over 2,000 law firms and over 4,000 estate planning attorneys and other estate planning professionals.   As a WealthCounsel member, I have access to the collective wisdom and experience of these in meeting the needs of my clients.

All of the estate plans I prepare are customized for each family drafted using proprietary software.  This software helps me to draft comprehensive, sophisticated solutions for my clients at a reasonable price, while leaving plenty of room to insert my 25+ years of experience as an estate planning attorney. Additionally, I regularly attend continuing education offered by WealthCounsel that enables me to keep current on the latest estate planning opportunities and techniques for my clients, including the Retirement Plan Trust, a special trust designed to be the beneficiary of IRAs and other retirement plans.


Wealthcounsel also offers a free information website at www.estateplanning.com with a lot of useful information about a variety of topics. 

 

I am as close as your telephone, fax, or e-mail, when it comes to scheduling a free one-hour initial consultation.   I am generally available during office hours, and usually can return after-hours calls, faxes and emails by the next business day.

 

 


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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