Law Offices of Robert P. Bergman

- 3535 Ross Ave, San Jose, CA 95124

Planning for the future is one of the most important steps you can take to protect yourself and your loved ones. In the complex world of trusts, wills, and probate, having an attorney who is not just knowledgeable but also a true specialist is essential. The Law Offices of Robert P. Bergman, located in San Jose, California, stands out as a leading firm in the field of estate planning, trusts, and probate law. Known affectionately by some clients as "Law Bob," Robert P. Bergman brings decades of focused experience to his practice, providing a level of expertise that is critical for navigating California's intricate estate laws. The firm's commitment is to ensure that your assets are protected and your wishes are carried out with precision and care, giving you and your family invaluable peace of mind.

What truly sets this firm apart is Mr. Bergman's professional credentials and his specialized focus. He is a Certified Specialist in Estate Planning, Trust & Probate Law, a distinction held by a small number of attorneys in Santa Clara County. This certification from the California State Bar Board of Legal Specialization signifies a deep level of proficiency and a proven track record in his field. His expertise is particularly notable in handling complex court petitions, such as the "Heggstad procedure," which is a process to get a court order confirming that property not formally placed in a trust was, in fact, intended to be a trust asset. Clients rave about his ability to handle such complicated matters with speed and efficiency, saving them significant time and expense. A client testimonial praises him for "over deliver in getting this complicated job approved by a judge faster than we thought possible," a testament to his skill and diligence.

Beyond his legal acumen, Mr. Bergman is known for his client-centered approach. He understands that estate planning can be a sensitive and emotional process. The firm is LGBTQ+ friendly, committed to providing a welcoming and respectful environment for every client. Their commitment to personalized service means that every client's unique circumstances are taken into account, ensuring that the legal strategy is tailored to their specific needs and goals. Whether you are a young family starting to plan, or you are in need of assistance with trust administration after a loved one's passing, you can expect a professional, reliable, and compassionate experience.

The Law Offices of Robert P. Bergman is conveniently located at 3535 Ross Ave, San Jose, CA 95124, USA. This location offers easy access for clients from all over the San Jose area. The firm is dedicated to ensuring a comfortable and convenient experience for all visitors. The office building is fully accessible, featuring a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This commitment to physical accessibility is a clear sign of their inclusive and client-friendly philosophy.

For the convenience of clients, the firm offers both online appointments and traditional onsite services. This flexibility is a great benefit, especially for those who may have mobility issues or a busy schedule. However, it is important to note that appointments are required or highly recommended to ensure you receive the dedicated and focused attention of an attorney. This appointment-based system allows the firm to prepare for your specific case, ensuring that your consultation is productive and that all your questions are answered thoroughly. A clean and well-maintained restroom is also available on the premises for client comfort.

The firm’s physical office space is professional and well-equipped to handle confidential legal matters. Its location in a suburban part of San Jose provides a quieter setting than a downtown office, which some clients may find more comfortable. The thoughtful combination of a professional, accessible office and flexible appointment options makes the Law Offices of Robert P. Bergman a convenient and reliable choice for legal services in the California region. They understand that a positive legal experience is built on a foundation of trust and convenience.

Services Offered

• Estate Planning: Comprehensive services including custom estate plans, living trusts, wills, and estate plan administration.
• Probate Law Matters: Expertise in avoiding probate, as well as handling probate and trust administration.
• Trusts: Specialized services for a variety of trusts, including bypass trusts, irrevocable life insurance trusts, and special needs trusts.
• Court Petitions: Expertise in handling complex court procedures like Heggstad petitions to resolve asset titling issues.
• Legal Documents: Assistance with preparing essential legal documents such as powers of attorney and advanced health care directives.
• Asset Protection: Strategies for protecting assets from creditors and taxes.

Features / Highlights

• Certified Specialist: Robert P. Bergman is a Certified Specialist in Estate Planning, Trust & Probate Law by the California State Bar, a testament to his high level of expertise.
• Expert in Heggstad Petitions: The firm is highly skilled in handling complex legal procedures to resolve property issues after a person's death, often saving clients from the time and cost of probate.
• LGBTQ+ Friendly: A welcoming and supportive legal environment for clients of all backgrounds.
• Accessibility: The office provides a wheelchair accessible entrance, parking lot, restroom, and seating, ensuring comfort and convenience for all.
• Flexible Consultations: Offers both online and onsite services to accommodate client preferences and needs.
• Appointments Recommended: Operates on an appointment basis to ensure dedicated, one-on-one attention for each client.

Contact Information:

Law Offices of Robert P. Bergman
Address: 3535 Ross Ave, San Jose, CA 95124, USA
Phone: (408) 528-2827

What is worth choosing the Law Offices of Robert P. Bergman? For anyone in California seeking to secure their legacy and protect their family's future, choosing an estate planning attorney is a crucial decision. The Law Offices of Robert P. Bergman is a premier choice for several compelling reasons. The most significant is Mr. Bergman's certified specialization in Estate Planning, Trust & Probate Law. This isn't just a claim of expertise; it's a formal recognition by the state of his superior knowledge and experience. This certification, combined with his decades of practice, provides a level of reassurance that is hard to find. Clients consistently praise his efficiency and ability to navigate complex issues like Heggstad petitions with a speed that saves them time, money, and stress.

Beyond his technical skills, the firm's approach is genuinely client-centric. They understand that estate planning is deeply personal, and their commitment to providing a supportive and inclusive environment is a core part of their service. The positive client testimonials, which speak to his reliability, prompt communication, and over-delivering on expectations, paint a clear picture of a legal professional who is not only a brilliant lawyer but also a trusted advisor. For anyone in the Bay Area looking to draft a will, set up a trust, or handle the complexities of probate, the Law Offices of Robert P. Bergman offers a powerful combination of top-tier legal expertise, efficient service, and compassionate guidance, making them a truly valuable partner for your legal needs.

Law Offices of Robert P. Bergman

3535 Ross Ave, San Jose, CA 95124, USA