Contact · San Jose, California
Schedule a Consultation with Robert P. Bergman.
Send a quick message, give the office a call, or email Robert P. Bergman directly. The Consultation is 15 minutes, in person at the Ross Avenue office or by Zoom. No fee, no obligation.
Send a Message
Write the office. Robert P. Bergman writes back.
A short note is all it takes. Robert P. Bergman reads every message himself and replies the same business day, usually within a few hours.
Three ways to reach Robert P. Bergman: send a message through the form below, call the office at (408) 247-0444 during business hours, or email info@lawbob.com. The first meeting is a free 15-minute Consultation, in person at the San Jose office or by Zoom.
Office Details
San Jose, California. By appointment.
San Jose, CA 95124
- Phone
- Email
- HoursMonday through Friday, 9:00 AM to 5:00 PMSaturday by appointment, by request
- ParkingFree parking on site for all meetings.
Book a Meeting
Three ways to meet with Robert P. Bergman.
Pick whichever suits you. All three are the same complimentary first conversation. Not ready to book? Watch a webinar now and come back afterward.
- In person, in Robert P. Bergman’s officeMeet at 3535 Ross Ave in San Jose. Free parking on site.(opens in a new window)
- By Zoom with Robert P. BergmanThe usual choice for families outside the immediate area.(opens in a new window)
- On the telephone with Robert P. BergmanA straight phone call if that is simplest for you.(opens in a new window)
Client Resources
Already working with Robert P. Bergman? Start here.
Scheduling links and worksheets for current clients. If the office sent you here for a specific appointment, the link you need is in this list.
Plan Design Meeting
The first working session. Pick the format that fits, and get set up to share documents beforehand.
- Basic Trust Plan Design — in person (opens in a new window)
- Basic Trust Plan Design — Zoom (opens in a new window)
- Enhanced Trust Plan Design — in person (opens in a new window)
- Enhanced Trust Plan Design — Zoom (opens in a new window)
- Set up a free Dropbox account (opens in a new window)
- How to add a shared Dropbox folder (opens in a new window)
- Get Adobe Acrobat Reader (free) (opens in a new window)
Signing Appointment
The meeting where the plan is executed. Read the check instructions before you come.
Client Updates
For existing clients revisiting a plan. Fill in the worksheet first so the session is productive.
New to estate planning?
The starting point Robert P. Bergman sends to families who are still deciding what they need.
Questions about any of these? Email info@lawbob.com or call (408) 247-0444.
Ready When You Are
The first meeting is the easy one.
15 minutes, complimentary, no commitment to engage Robert P. Bergman afterward. Most families leave the session knowing what they need next, even if that is just to think about it for a week.
Robert P. Bergman is one of less than 1% of California attorneys certified as a specialist by the State Bar.