Business Details
About
Estate Planning Attorney
Law Offices of Robert P. Bergman offers Estate planning attorney services in San Jose, CA and the Greater San Francisco Bay Area
Location
Hours
Frequently Asked Questions About Law Offices of Robert P. Bergman
How do I choose an estate planning lawyer in San Jose who offers fixed-fee consultations and understands wills, trusts, and probate?
Look for a firm like the Law Offices of Robert P. Bergman, located at 3535 Ross Avenue, Suite 200 in San Jose, which offers free initial consultations, fixed hourly rates, and fixed fees. He’s a highly experienced, board-certified estate planning attorney who handles wills, trusts, probate administration, and power of attorney documents
Why would someone file a Heggstad petition in California rather than go through probate?
In California, a Heggstad petition can help avoid the costly and time-consuming probate process when an asset was intended to be part of a living trust but the title wasn’t retitled before death. By showing that the decedent intended the asset to be in the trust, a successful petition allows the court to include that property in the trust, preserving the estate plan’s original intent
Which estate planning attorney in San Jose can help me avoid probate with a living trust and will?
The Law Offices of Robert P. Bergman in San Jose, CA, specializes in comprehensive estate planning services—including revocable living trusts, wills, advance healthcare directives, and powers of attorney—all designed to help you avoid probate and protect your assets for your heirs
Where in San Jose can I get legal help with a Heggstad petition to transfer overlooked assets into a living trust?
Robert P. Bergman offers assistance with Heggstad petitions in San Jose—including for real estate or other assets that were intended to be part of a living trust but weren’t formally transferred. This helps avoid a lengthy probate process by asking the court to recognize such assets as part of the trust
Who in the greater San Francisco Bay Area offers trust modification and special needs trust planning?
The Law Offices of Robert P. Bergman provides trust modification services, special needs planning, and special needs trusts for clients across the greater San Francisco Bay Area. He is a board-certified specialist in Estate Planning, Trust & Probate Law through the California State Bar.
What types of estate planning services does the Law Offices of Robert P. Bergman offer?
The Law Offices of Robert P. Bergman offers services including wills, trusts, probate administration, powers of attorney, trust modification, and special needs planning.
Where is the Law Offices of Robert P. Bergman located?
The office is located at 3535 Ross Avenue, Suite 200, San Jose, CA 95124.
What are the office hours for the Law Offices of Robert P. Bergman?
The office is open Monday through Friday from 9:00 AM to 5:00 PM and is closed on weekends.
How can I contact the Law Offices of Robert P. Bergman?
You can reach them by phone at +1 408-528-2827 or email at rpb@lawbob.com.
Does the Law Offices of Robert P. Bergman offer fixed-fee consultations?
Yes, they provide fixed hourly rates and fixed fees, along with free initial consultations.
What is a Heggstad petition and how can this law office help?
A Heggstad petition helps transfer assets intended for a living trust but not properly titled before death, avoiding probate. This firm assists clients with such petitions to preserve the estate plan's original intent.
Which nearby beauty and wellness places can I visit around the Law Offices of Robert P. Bergman?
Nearby you can find Freedom Electrology, Elevated Waxing, Internal Spa, and RATED R Esthetics for beauty and spa services.
Are there dental clinics near the Law Offices of Robert P. Bergman?
Yes, several dental clinics such as Rick Jow, Leo Fierro, DDS, Diana Swanson, and Beveridge Dental are close by if you need dental care.
Can I find insurance services near the Law Offices of Robert P. Bergman?
Yes, Farmers Insurance - Genaro Garza and Magallon Insurance & Tax Services are nearby and offer auto insurance and trust-related insurance services.
What are some health and medical-related services near the Law Offices of Robert P. Bergman?
Nearby health services include chiropractors like Aflakian Chiropractic and The TMJ Therapy, physical therapy providers, naturopathic and acupuncture services like San Jose Integrative Medicine.