Hi! I’m estate planning attorney Bob Bergman, and welcome to my website.
Do you have a question about estate planning, Wills or Trusts, but don’t know where to start? Watch one of my informative webinars or attend one of my live seminars first:
(click here) Watch an Estate Planning Webinar
or
(click here) Attend a Live Living Trust Seminar
For a free 15-minute consultation on Probate estate administration or trust administration, use the Zoom Consultation or In-Office Consultation booking links on this page to schedule.
If you have already attended one of my live seminars or watched one of my webinars and you are ready to move forward with engaging my services to prepare you estate plan, you may book your Preliminary Planning Session by using the link below or scanning the QR code below:
BOOK YOUR PRELIMINARY PLANNING SESSION
What Is Estate Planning?
Simply put, estate planning is figuring out what happens to your assets at the time of your death, and planning for how we get from here to there. Preserving assets, protecting your interests, and setting up the proper legal documents are all parts of this process.
Estate planning not only includes planning for asset distribution upon your demise, but also encompasses advance health care directives and a financial power of attorney, and other documents to make your wishes and desires known.
What Documents Can We Prepare and Special Legal Services Can We Provide?
Foundational Documents
Revocable Living Trust
Last Will and Testament
Financial Power of Attorney
Advance Health Care Directive
General Assignment of Assets to Trust
Certification of Trust
Other Trusts
Irrevocable Life Insurance Trusts
Retirement Plan Trusts
Asset Protected Trustsfor Spouses and Other Heirs
Special Needs Trusts
Pet Trusts
Services Involving Trusts and Estates
Probate Administration
Trust Administration
Court Petition to Gather Assets Into Trust (Heggstad Petition)
Court Petition to Modify an Irrevocable Trust
Robert P. Bergman
Estate Planning Attorney
Advising You Step By Step!
I’m Attorney Bob Bergman. I’ve lived in Santa Clara County since 1968, and I’ve been a practicing attorney since 1980.
My planning approach is like an architect designing a custom home for my clients. In our meeting, we will create a “blueprint” together for your custom estate plan that has the features and benefits you request and need. Then, once we finish the design of your estate plan, I will create an estate plan like a contractor, building it step by step.
Would you rather talk with attorney Bob Bergman before scheduling?
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What Clients Are Saying…
⭐⭐⭐⭐?
Bob Bergman is knowledgeable and experienced and right away I knew we were in competent hands. I highly recommend Bob Bergman’s services.
– Client Review for Robert Bergman
Robert was patient and thorough, leading us through the process and explaining the steps and options. He also gave us full hard and digital copies of everything.
– Dennis Switick
Would you rather briefly talk with attorney Bob Bergman before scheduling?
Meet in-person at my office:
