Law Offices of Robert P. Bergman is a distinguished estate planning law firm based in San Jose, California, specializing in comprehensive and personalized strategies to protect clients’ legacies and secure their families’ financial futures. With over four decades of dedicated experience, the firm stands out for its exclusive focus on estate planning, trust administration, and probate matters, offering tailored solutions that address California’s complex legal landscape.
Attorney Robert P. Bergman combines thorough legal expertise with a client-centered approach, taking the time to understand each individual’s unique circumstances and long-term goals. The firm emphasizes clear communication, proactive planning, and ongoing support to ensure estate plans remain effective through life changes such as marriage, divorce, childbirth, or significant shifts in assets. They serve individuals, families, and business owners throughout California, providing durable strategies designed to avoid probate, minimize tax implications, and protect beneficiaries.
Services Offered
- Estate Planning
- Revocable Living Trust
- Last Will and Testament
- Financial Power of Attorney
- Advance Health Care Directive
- General Assignment of Assets to Trust
- Certification of Trust
- Irrevocable Life Insurance Trust
- Retirement Plan Trust
- Special Needs Trust
- Pet Trust
- Heggstad Petition
- Trust Modification Petition
- Pour-Over Will
- HIPAA Authorization
- Guardianship Nominations
- Trust Administration
- Probate Matters
- Asset Protection
- Business Succession Planning
- Retirement Planning
- Digital Asset Planning
Serving clients across California, the firm provides guidance in both English and Spanish, ensuring accessibility for a wide range of individuals and families. With a commitment to building long-term relationships, the Law Offices of Robert P. Bergman remains a trusted resource for all estate planning needs, adapting strategies to align with evolving state regulations and client life stages.
