Estate planning attorney in Campbell.

Yes. The Law Offices of Robert P. Bergman is based at 3535 Ross Avenue in the Cambrian Park neighborhood of San Jose, immediately south of Campbell. The office is a 5 to 10 minute drive from Downtown Campbell and the Pruneyard. Bob has drafted estate plans, handled trust administration, and filed Heggstad and trust modification petitions for Campbell families for decades.

Trust petitions for Campbell residents are filed in the Probate Division of the Santa Clara County Superior Court, located at the Downtown Superior Courthouse, 191 North First Street, San Jose, California 95113. Bob files Heggstad petitions and trust modification petitions at this courthouse on behalf of Campbell families.

Campbell homeowners are squarely in the Prop 19 spotlight. Median home values in Campbell are well above the typical assessed values that long-time owners hold under Prop 13. A child who inherits a Campbell home only keeps the parent’s low Prop 13 tax basis if the child uses the home as a primary residence within one year, and only the first $1 million of value above the parent’s assessed value is excluded. Planning matters here. Bob runs the Prop 19 numbers for every Campbell client whose plan involves real property.

Most Campbell estate plans are signed within three to six weeks of the initial Plan Design Meeting. The schedule has four steps: the Plan Design Meeting itself, drafting and a draft review meeting, the signing appointment, and funding the trust by retitling assets. The Ross Avenue office is a short drive up Highway 17 or San Tomas Expressway, so in-person meetings are easy for Campbell clients.

A typical Campbell estate plan from the Law Offices of Robert P. Bergman includes a revocable living trust, a pour-over will, durable powers of attorney, and an advance health care directive. Final fees depend on complexity, asset structure, and the planning needs of your family. Bob gives you a written fee estimate at the initial Plan Design Meeting, which is always complimentary.

Yes. Many Campbell clients meet with Bob by Zoom for the Plan Design Meeting and the draft review, then come down to the office for the signing appointment because California law requires witnesses or notarization. The Ross Avenue office is about a 10 minute drive from most Campbell neighborhoods. Mobile notary services are available for clients with mobility constraints.

Yes. Bob has filed Heggstad petitions under California Probate Code Section 850 and trust modification petitions under Sections 15403, 15404, 15409, and the Decanting Act for Campbell families for decades. Petitions for Campbell residents are typically filed at the Santa Clara County Superior Court in downtown San Jose. When the trustee or the property is located outside Santa Clara County, Bob files in the appropriate county.