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Flat-Fee Estate Planning Packages

California Estate Planning Law Firm

Plan Today for Peace of Mind Tomorrow.

We Can Help You With:

  • Customized Estate Plans

  • Living Trusts

  • Power of Attorney

Rated 4.8 Based on 80+ Reviews

Proudly Serving: Santa Clara County, California, and the South San Francisco Bay Area

Robert P. Bergman

Attorney At Law

44+ Years Of Experience

Competitive Rates

Board Certified Specialist

What Our Law Firm Offers

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Customized Plans At Competitive Rates

You do not have to sacrifice professional advice to get a competitively priced estate plan. Our law firm offers customized estate planning packages with competitively priced rates. Whether you need a simple straight forward estate plan or you have substantial assets to protect, requiring a more sophisticated plan, we will put together a package that works best for you.

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Attorney Preparation / Fully Customized

When it comes to estate planning, we understand that no two individuals are alike. For this reason, we will take a personal approach and let you know the most sensible, up to date legal options available. All of your estate planning documents will be prepared by an attorney at our law firm to ensure compliance with state and federal laws.

Get Your Customized Plan Today.

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Peace Of Mind

With so much riding on the decisions involved, when creating an estate plan, a simple mistake can be costly. You can rest assured knowing that all of your estate planning needs have been met and all of the associated documents have been properly executed.

Don't leave your estate plan to chance, an attorney who practices estate planning law can properly guide you ensuring the peace of mind that comes from having a properly executed estate plan.

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Personalized Approach

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We Work Quickly Get Started Today!

Call Now 408-637-5769

  • Flat-Fee Estate Planning Packages

Put 44+ Years Of Experience On Your Side

What Type Of Estate Plan Is Right For You?

Meet Your Attorney

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Robert P. Bergman

Attorney At Law

"This is a time for sound advice and definitive legal guidance. We strive to deliver unparalleled legal expertise and a well rounded approach for our clients' individual circumstances. Call us today to find out what you will need to secure your family's future."

Education:

  • J.D. - Santa Clara University School of Law, 1980

  • B.A. - San Jose State University, 1977

Bar Admissions & Memberships:

  • State Bar of California

  • Board Certified Specialist, Estate Planning, Trust and Probate Law

  • Estate Planning, Trusts and Probate Section; State Bar of California

  • Member of WealthCounsel for nearly 20 years

Robert P. Bergman is an Estate Planning attorney in Santa Clara County who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts.

Bob is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization, a distinction held by less than 200 attorneys in Santa Clara County where he practices law. A Santa Clara County resident since 1968, he received his J.D. from Santa Clara Law School in 1980, after attending and graduating from college in Santa Clara County.He is a 15+ year member of WealthCounsel, a national association of estate planning attorneys with thousands of law firms and members. He has also taught continuing legal education to other attorneys.

Bob presents frequent seminars on living trust planning, and has “on demand” webinars. He is also the host of “Plan Your Estate Radio“ a Monday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Bob is married, has twin daughters, and enjoys live theater, travel, and wargaming in miniature.

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Personalized Approach

  • Flat-Fee Estate Planning Packages

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  • Flat-Fee Estate Planning Packages

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Our Promise

Law Offices of Robert P. Bergman

  • Customize A Plan Specific To Your Exact Needs

  • Create A Stress Free Direct Contact With Attorney

  • Educate You On The Process And Keep You Informed Along The Way

The Firm's Advantage

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Compassionate Representation

Our estate planning law firm understands that planning for your future is more than just a legal task. It is a personal journey towards creating peace of mind for you and your loved ones. We will treat you like family, always keeping your best interests in mind.

Flat-Fee Estate Planning Packages

Contact

Call Now For A Free Consultation

Personalized Approach

Location

3535 Ross Avenue

Suite 200

San Jose, CA 95124

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute an attorney-client relationship.