INFORMATION FORMS AND WORKSHEETS
All of the forms I use in my practice for consultation and worksheets for planning can be found in a Dropbox folder that may be accessed below.
This folder also includes my current fee schedule, a map with directions to my office, my biography, and my California Consumer Guide to Wills, Living Trusts and Estate Planning.
All forms are are Adobe Acrobat forms that my be filled in using the free Adobe Acrobat Reader.
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.