If you agree with most or all of the following, I will be a good "fit" to prepare your estate plan for you:
You recognize that “do it yourself” options such as books, paralegals, document preparation services and online websites are not the answer for your family situation;
You have realized that many non-specialist “general practice” attorneys sell “wills and trusts” like they were selling tires or cereal;
You want to work with an attorney who specializes in estate planning, because you understand that good estate planning requires expert advice, takes time and effort, adds great value, and is not cheap;
You want to work with an attorney who will take the time to listen to you, answer your questions, and ask you the hard questions that need to be asked;
You want to work with an attorney who will incorporate your wishes and needs into your estate planning;
You are willing to take the time and effort to think about and express your wishes, gather necessary information, and work closely with your attorney to get the best estate planning possible;
You not only want to avoid Conservatorship and Probate, but you want to pass on your wealth in the best way possible to your spouse, partner, children, or other heirs; and
You want to work with an attorney that has a great sense of humor, a great “bedside manner,” is compassionate about your situation, and is passionate about doing the best estate planning possible for you and your family
Quality estate planning takes quality thought and effort, which is something I can provide for you and your family. If you want for me to be your estate planning attorney, then schedule an estate planning consultation today. You won't regret it.
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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