Attorney Robert P. Bergman
(“Bob Bergman”)
Board Certified Specialist in Estate Planning, Trust and Probate Law
Law Offices of Robert P. Bergman
1777 Saratoga Avenue, Ste. 208
San Jose, CA 95129-5208
Office: 408-247-0444
Fax: 408-416-4591
NEW ADDRESS AS OF FEBRUARY 22, 2019
3535 Ross Avenue, Ste. 308
San Jose, CA 95124
(408) 247-0444
CONTACT US TODAY!
REGISTER FOR UPCOMING SEMINARS
IF THIS IS YOUR FIRST TIME HERE:
BOOK A FREE ESTATE PLANNING CONSULTATION NOW!
BOOK AN ESTATE ADMINISTRATION CONSULTATION (Trust or Probate Administration)
REGISTER FOR UPCOMING LIVING TRUST AND/OR RETIREMENT PLAN TRUST SEMINARS
FOR EXISTING CLIENTS:
BOOK A CLIENT REVIEW APPOINTMENT
BOOK YOUR PLAN DESIGN MEETING
BOOK YOUR SIGNING APPOINTMENT
Hi. I’m estate planning attorney Bob Bergman (“Robert P. Bergman”), Certified Specialist in Estate Planning, Trust & Probate Law (California State Bar Board of Legal Specialization). Use the “quick links” below to find out more about my estate planning law practice.
Why Hire Bob?
Why Do Estate Planning?
Who Should Prepare Your Estate Plan?
Download Current Estate Planning Brochure: “The California Consumer Guide to Wills, Living Trusts and Estate Planning”
BOOK A FREE ESTATE PLANNING CONSULTATION NOW!
If you wish to consult with me regarding living trust planning, planning for special needs family members, planning for asset protection for retirement plan assets for your heirs, or wealth preservation planning. There is currently no charge for this consultation (subject to change without notice.)
BOOK AN ESTATE ADMINISTRATION CONSULTATION (Trust or Probate Administration)
If you wish to consult with me about handling the post-death administration for a person who had no Will, had only a Will, or had a revocable and/or irrevocable trust of which you are the successor trustee, or if you are a beneficiary and you wish to consult about your rights as a beneficiary under an existing trust or Will. These consultations are billed at an hourly rate of $500.00 per hour, with a minimum of one hour, due and payable at the time of the consultation.
BOOK YOUR PLAN DESIGN MEETING
If you have already hired me to prepare living trust based or other estate plan for you, and you have completed your homework and area ready to meet and complete the design. If you have not yet hired me but we have had an initial consultation already and you have now decided to hire me to do estate planning for you, then you may also schedule your Plan Design Meeting, provided you have also already downloaded and completed any necessary homework in preparation for the meeting.
If you have been notified by me that your estate planning is ready for signing. Please allow 2-3 business days advance notice of any date you schedule in order to give me time to do my final review and assembly of your plan, and arrange for a signing witness if necessary.
BOOK A CLIENT REVIEW APPOINTMENT
Download Estate Planning Consultation Paperwork (Dropbox folder with all files)
If you are an existing client and you wish to have your estate plan reviewed (recommended if you had it done prior to 2013).
Law Offices of Robert P. Bergman on Facebook
Heggstad Help (Non-Probate transfer of assets into a trust after the trust creator has died)
The Irrevocable Trust Doctor (court ordered modification of irrevocable trusts)
SANTA CLARA COUNTY: Alviso, Campbell, Cupertino, Gilroy, Los Altos, Los Altos Hills, Los Gatos, Milpitas, Monte Sereno, Morgan Hill, Mountain View, Palo Alto, San Jose, San Martin, Santa Clara, Saratoga, and Sunnyvale
SAN MATEO COUNTY: Atherton, Belmont, Brisbane, Burlingame, Colma, Daly City, East Palo Alto, Foster City, Half Moon Bay, Hillsborough, Menlo Park, Millbrae, Pacifica, Portola Valley, Redwood City, San Bruno, San Carlos, San Mateo, South San Francisco, and Woodside
ALAMEDA COUNTY: Alameda, Albany, Berkeley, Dublin, Emeryville, Fremont, Hayward, Livermore, Newark, Oakland, Piedmont, Pleasanton, San Leandro, and Union City
SANTA CRUZ COUNTY: Aptos, Capitola, Santa Cruz, Scotts Valley, and Watsonville
CONTRA COSTA COUNTY: Antioch, Brentwood, Clayton, Concord, Danville, El Cerrito, Hercules, Lafayette, Martinez, Moraga, Orinda, Pinole, Pittsburg, Pleasant Hill, Richmond, San Pablo, San Ramon, and Walnut Creek
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.
