Law Offices Of Robert P. Bergman

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.
Official Website
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Estate Planning
- Special Needs Planning
- Heggstad Petitions
- Trust Modification Petitions
Sentiment Analysis
Robert assisted us with filing a Heggstad Petition for some assets that were not included in our deceased fathers estate.
Helpful and knowledgeable we were very satisfied with his work on our living trust and other legal advice.
Robert Bergman did my living trust for me.
My first appointment in 2012 with a different estate planning attorney never got past the waiting room - he wanted $500 up front just for the initial appointment so I walked out.
Robert was patient and through, leading us thru the process and explaining the steps and options.
Bob Bergman has been helping us for many years in the most satisfactory ways and I would recommend him without question.
Experience and knowledge along with a true desire to help.
Fast forward, the trust was easier to administer because no one disputed it and Robert returned the balance of the retainer where some lawyers would have padded the case.
Robert is knowledgeable and a very competent advisor in all things regarding estate planning.
Robert Bergman handled a petition with the court regarding a family trust matter incredibly quickly and expeditiously, resolving matters faster than I could have hoped.
Your opinion is important Cancel reply
We invite you to share your experience in a review.
Estate Planning Attorneys near San Jose
- Asset Protection & Estate Planning Law Firms Near You
- Estate Planning Legal Services near Milpitas
- Campbell Asset Protection & Estate Planning Law Firms
- Estate Planning Lawyers in Gilroy
- Morgan Hill Asset Protection & Estate Planning Law Firms
- Santa Clara Asset Protection & Estate Planning Law Firms
Popular in San Jose
- San Jose Asset Protection & Estate Planning Law Firms
- Car Wreck Lawyers in San Jose
- San Jose Wrongful Termination and Retaliation Law Firms
- Bookkeeping and Controller Services near San Jose
- Adoption and Assisted Reproduction Legal Services near San Jose
- San Jose Tax Preparation & Representation Companies
Read more reviews on:
Please leave us a review and let us know about your experience.