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Law Offices of Robert P Bergman

San Jose, California, Santa Clara

(11)

Get a free quote from this professional

Get a free quote from this professional

‘21 Certificate of Excellence, 2021

About

I do comprehensive estate planning for individuals and couples who wish to provide for themselves and their families. f you agree with most or all of the following, I will be a good "fit" to prepare your estate plan for you:

You recognize that “do it yourself” options such as books, paralegals, document preparation services and online websites are not the answer for your family situation;

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Reviews (11)

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5/5

11 customer reviews

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23 July 2018

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

23 July 2018

Outstanding professional and colleague! Bob contributes a great deal of expertise to his fellow estate planning attorneys.

Reviewed on Facebook

27 February 2017

Bob Bergman is very nice and super helpful.  He will go out of his way to make sure you understand the best options for your estate plan.  He took so much time with me to answer all of my questions, and he really knows the law.   Other attorneys contact him to ask questions when they don't know what to do.  You can be sure that you will get the best advice from him. More...

Reviewed on Yelp

23 January 2017

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

21 January 2017

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

19 January 2017

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

24 January 2016

Bob was incredibly knowledgeable and was extremely helpful throughout the entire process.  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.  He did a great job educating and advising us throughout the process and completed his responsibilities on or ahead of schedule.  It was also an extremely flexible process to both complete the required forms and schedule appointments as needed. More...

Reviewed on Yelp

22 January 2016

Robert is very honest and sincere.  He is knowledgeable and will try to protect you from the "evils" of the world.  In other words, his goal is to build a protective wall around your castle to keep it safe from intruders.  This is a MUST for anyone building a trust. More...

Reviewed on Yelp

20 January 2016

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

8 May 2014

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

20 February 2011

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

Q&As

I love being able to assist families with their estate planning needs. I love helping families plan for the orderly transfer of wealth, sometimes over several generations, while avoiding the time, expense and public nature of both Conservatorship and Probate.

I have always been an entrepreneur, even when I worked for others. I like being able to respond quickly to changing circumstances, and crafting my business approach and delivery of legal services.

As a simple answer, I'm very good at what I do. I have been helping hundreds of families with their estate planning needs since 1982.