REQUEST A CONSULTATION

Initial consultations on living trusts, other trusts, and probate and trust administration are generally available on the following days and times:

Tuesdays, 9:00am, 11:00am, 1:00pm and 3:00pm
Wednesdays, 9:00am, 11:00am, 1:00pm and 3:00pm
Fridays, 9:00am, 11:00am, 1:00pm and 3:00pm
Saturdays, 9:00am, 11:00am, 1:00pm and 3:00pm

I offer free, one hour consultations on estate planning if it is for your own personal planning, and not to discuss planning for somebody else.   I also offer free, one hour consultations on probate and trust administration if you will be  the executor, administrator, personal representative or successor trustee for somebody's estate.  Consultations for any other reason are billed at the rate of $350.00 per hour, with a minimum of one hour, due and payable at the time of the consultation.

To schedule an estate planning consultation, use this link:

Schedule Estate Planning Consultation

After scheduling your consultation, we will email a Consultation Packet to you that contains a couple of brief forms for you to complete and bring to your consultation, a biography of Mr. Bergman, a current fee schedule, and a map with directions to our law offices 

To schedule a probate or trust administration consultation, use this link:

Schedule Probate or Trust Administration Consultation

After scheduling your probate or trust administration consultation, will we email a few forms for you to complete and bring to your consultation, a biography of Mr. Bergman, and a map with directions to our law offices

Attorney panel member of the following legal plans:
ARAG® Attorney Network
CLC Incorporated Legal Plans (part of many Employee Assistance Plans - check with your human resources department)

I also offer discounts to members of the Metlife (Hyatt) legal plan, AARP, AMAC, and the Gemini Crickets Parents of Multiples group.

As an alternative, you may contact us using the following contact form to request a callback to schedule your consultation.  To better serve you, please complete all of the fields in the form: 

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The Law Offices of Robert P. Bergman assists families with Estate Planning, Special Needs Planning for children, and Probate and Trust Administration in the Silicon Valley (Santa Clara County, California).



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920 Saratoga Avenue, Suite 107, San Jose, CA 95129 | Phone: 408-247-0444
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