Resources · Free Estate Planning Education
Learn before you decide.
Live seminars, a weekly radio show, on-demand videos, downloadable California statutory forms, white papers, the blog, and the FAQ. Everything Robert P. Bergman publishes is free, written by the attorney, and built to help you walk into your first meeting with the right questions.
Robert P. Bergman publishes free educational resources in eight formats: three on-demand webinars, the live Living Trust Seminar in Campbell, the “PLAN YOUR ESTATE RADIO” show on 1220 AM KDOW, on-demand educational videos, downloadable California statutory forms, the 2026 Consumer Guide white paper, the blog, and the FAQ. Each one is written or hosted by Robert P. Bergman personally.
Browse Resources
Eight ways to learn the basics.
Start anywhere. Most families pick the format that matches how they already learn: watch a webinar tonight, listen on the drive, download a guide for the weekend, or come to a live seminar in person.
Watch Any Time
On-Demand Webinars
Three free on-demand webinars covering the standard seven-document plan, each tuned to a different household: busy parents, married couples, and individuals. Evergreen, so there is no date to wait for, and every viewer is offered a free 15-minute session with Robert P. Bergman.
Choose a webinarIn Person · Campbell
Live Seminars
The Living Trust Seminar, taught in person by Robert P. Bergman at the Campbell Community Center a few times a year. Covers the seven-document plan, Prop 19, and the conservatorship alternative, with questions taken throughout. Seating is limited and registration is required.
See the next live dateMondays · 2 to 3 PM
PLAN YOUR ESTATE RADIO Show
Robert P. Bergman's weekly show on 1220 AM KDOW in the San Francisco Bay Area. Estate planning guidance, case studies, occasional guests. Episodes are also available on demand as podcasts at kdow.biz.
Listen & subscribeOn Demand
Educational Videos
Short on-demand videos and recorded webinars on the topics families ask about most: trust funding, Prop 19, Heggstad petitions, trust administration, and the difference between a will and a trust.
Watch the libraryFree Downloads
California Statutory Forms
Three downloadable California statutory forms: a Will form, a Durable Power of Attorney form, and an Advance Health Care Directive form. Free, with a clear disclaimer about when a custom plan is the right call instead.
Download the formsConsumer Guide
Education
The 2026 Consumer Guide to Wills, Living Trusts and Estate Planning for California residents. A free PDF that walks through your options before you sit down with an attorney.
Download the guideArticles & Updates
Blog
Robert P. Bergman's articles on estate planning, trust petitions, California law updates, and what they mean for Bay Area families. Plain English, written by the attorney, not by AI.
Read the blogQuick Answers
FAQ
The questions Robert P. Bergman hears most often: cost of a plan, will vs. trust, what happens without a plan, how Heggstad petitions work, how long a plan takes to set up. Start here if you're new.
See the FAQReady for a real conversation?
The resources are a start. Robert P. Bergman is the finish.
When you’re ready to move from learning to deciding, schedule a free Consultation. In person at the San Jose office or by Zoom. Robert P. Bergman listens to what you want and explains how a custom plan would fit your family.
Robert P. Bergman is one of less than 1% of California attorneys certified as a specialist by the State Bar.