Law Offices of Robert P. Bergman
3535 Ross Avenue ste 200, San Jose, CA 95124
(14)
3535 Ross Avenue ste 200, San Jose, CA 95124
(14)
Estate planning attorney and counselor with 40+ years experience assisting families with avoiding Conservatorship and Probate, and asset protection planning for the inheritance to be received by a spouse, partner, children or other heirs.
14 customer reviews
Linda Kramer
I cannot say enough good things about Robert Bergman.Recently, my family found itself in a real bind, following the unexpected death of my brother. For many years, my brother had used the services of a Bay Area estate attorney, periodically making changes to his trust. Upon his death and with the imminent sale of his property, we were faced with the unpleasant news that his trust was not, in fact, going to protect his assets. After all of the years of visiting and paying his attorney, it was all for naught!Upon the recommendation of the Probate Court overseeing my brother’s jurisdiction, and a series of subsequent attorneys, we were advised to contact Attorney Robert Bergman, who, though he was not located anywhere near my brother’s property, was not only well-versed in our predicament and the reasons for it (which could easily have been avoided), but was able to quickly turn the situation around to our benefit, thus avoiding probate and allowing for the successful sale of the property. Had he not been so capable and expedient (time was of the essence!), I am convinced that the sale would have fallen through.Robert Bergman is not only extremely knowledgeable and thorough, but is especially kind and thoughtful. In my dreams and given our predicament, I did not expect to be placed in such capable hands! He is truly the man you want to assist with your estate planning and financial needs – THANK YOU, Bob! More...
Reviewed on Google Maps
Liz M.
Bob Bergman is very nice and super helpful. Â He will go out of his way to make sure you understand the best options for your estate plan. Â He took so much time with me to answer all of my questions, and he really knows the law. Â Other attorneys contact him to ask questions when they don't know what to do. Â You can be sure that you will get the best advice from him. More...
Reviewed on Yelp
Byron P.
I've used Bob for about 10 years and several revisions to my living trust..........his prices are reasonable and he values repeat clients (gives a discount) and most importantly provides excellent advice and product.
Reviewed on Yelp
John H.
My wife and I attended one of Bob's seminar's on estate planning. I was amazed at his knowledge and qualifications and ability to explain the subject matter. We made an appointment and had him draw up a Living Trust for us. After couple of appointments and some paperwork, we have a solid plan now for our estate. Bob is also incredibly accessible and supportive after your plan is in place. I recently needed some information from him for my new job and he provided exactly what I needed in a voice mail immediately. I'm not used to that kind of turnaround from anyone.I strongly recommend people do estate planning with Bob Bergman or at the very least, attend one of his seminars and talk to him and I think you'll be as impressed as we were.John H. More...
Reviewed on Yelp
Milton S.
Great service. Robert is very thorough, goes through great length to research all the options related to my situation so I can so a rational decision. I would certain use his service again! More...
Reviewed on Yelp
Donna Lynch
I found Bob very helpful and valued his advice.
Reviewed on Google Maps
Ben Carlucci
The Best of the Best.Robert P.Bergman is with out a doubt. Is one off the best Living Trust Attorneys in Santa ClaraValley . He knows so well how to put together a Living Trust . And has one of the best bed sidemaners . He will make sure that you are completely happy with your Trust ! And that you are within the Law. I am very happy with the work he has done for me. More...
Reviewed on Google Maps
B Pipkin
My first appointment 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. Then I found Bob and went to one of his seminars and hired him to develop my living trust and also to revise it twice. He is very knowledgeable in estate planning and answered all of my questions; he also makes himself available anytime other questions or issues come up. I think his prices are reasonable and would highly recommend him More...
Reviewed on Google Maps
Blake M.
Bob was incredibly knowledgeable and was extremely helpful throughout the entire process. Â In addition to being an expert in his field, he ensured that we had a strong understanding of the implications of each decision we were making relative to the overall objective. Â He did a great job educating and advising us throughout the process and completed his responsibilities on or ahead of schedule. Â It was also an extremely flexible process to both complete the required forms and schedule appointments as needed. More...
Reviewed on Yelp
ann s.
Robert is very honest and sincere. Â He is knowledgeable and will try to protect you from the "evils" of the world. Â In other words, his goal is to build a protective wall around your castle to keep it safe from intruders. Â This is a MUST for anyone building a trust. More...
Reviewed on Yelp
Alex A.
Bob is very knowledgeable. He provides lots of reading material on estate planning. He educates and advises. He is easy to talk to and provides a comfortable environment for discussions to address any concerns. He never rushes a discussion and is a good listener.Bob has helped provided legal counsel on trust issues and handling our estate planning. More...
Reviewed on Yelp
Robert Giesick
Easy to work with, a complete estate plan. I moved to Texas and updated it to Texas laws. Texas Lawyer commented on how complete and organized it was. Thank you Bob
Reviewed on Facebook
Amit R.
Robert did an excellent job for my family.  We had a probate issue in which assets were left outside a trust.  We needed to file the Heggstad petition to see if the court would deem that the assets should have been in the trust, so we could avoid probate.  He checked with the court to confirm that the based on the circumstances it would likely be granted.  None of the attorneys I  spoke with mentioned doing this  or gave me any idea of what our chances for success would be if we chose to move forward with the petition.  Robert's fees were very reasonable and he got the work done in a very timely manner.  I would highly recommend Robert based on my experience in working with him on on this estate issue. More...
Reviewed on Yelp
Lynn S.
I met Robert at my work where he held a seminar on estate planning and the importance of having a living trust. I was impressed with his wealth of knowledge and extensive experience in estate planning, and how to best plan for children in mind and tax purposes. I decided to have him prepare our plan. He was very thorough in explaining things in a fashion that's easy to understand, and uses real life examples. After three 2 hour meetings, we completed our living trust. His fees are very reasonable and are flat rates. He also offers Saturday appoitments which are convenient to working parents. Additionally, you can book appoitments online on his site and can find a bevy of important and up to date information on new regulations. More...
Reviewed on Yelp
Estate Planning, Wills and Trusts
Heggstad Court Petitions
Trust Modification Petitions
