For Clients
Client resources, all in one place.
Already working with Robert P. Bergman? The scheduling links and worksheets for each appointment are here. If the office sent you for a specific meeting, pick it below.
Choose your appointment
Three ways clients meet with Robert P. Bergman.
Plan Design Meeting
The first working session. Pick the format that fits, and get set up to share documents beforehand.
OpenSigning Appointment
The meeting where the plan is executed. Read the check instructions before you come.
OpenClient Updates
For existing clients revisiting a plan. Fill in the worksheet first so the session is productive.
OpenNew to estate planning and not a client yet? Start on the contact page or watch a free webinar.
The Office
Not sure which one you need?
Call or email and the office will point you to the right appointment and make sure you have the worksheets you need beforehand.