Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.

4.9 /5.0

24 Client Reviews

Avvo

5.0

(23)

Lawyers.com

4.8

(1 )

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Practice Areas
Estate Planning (18) Trusts (16) Probate (10) Real Estate (2) Guardianship (1) Lawsuits & Disputes (1) Tax (1) Wills & Living Wills (1)
What Clients Mention
Practice Area Knowledge (14) Case Results (13) Recommendation (8) General Knowledge (6) Professionalism (5) Responsiveness (5) Cost of Services (3) Advocacy (2) Character & Conduct (2) Communication Style (2) Compassion (2) Free Consultations (1) Punctuality (1) Trustworthiness (1)

Showing 1 - 5 of 14 reviews | Practice Area Knowledge

Posted by Heidi | October 25, 2024 | Hired Attorney | Estate Planning

Estate planning/trust lawyer review

I needed a heggstad immediately to remediate my father’s trust and add his accounts accordingly. I was referred to Robert Bergman to start the heggstad paperwork from another lawyer, as I needed the paperwork done swiftly, they were backlogged and referred me to Mr. Bergman. Bob accomplished the hegg...stad paperwork tasks very timely and was very helpful from start to finish. I was granted the heggstad and able to add the entirety of assets into my dad’s trust as originally planned. The hard work Bob provided helped tremendously, as there are so many unknowns when dealing with difficult court documents. Mr. Bergman was a kind and helpful estate lawyer and he really understood what I needed and the best way to help me. I recommend him to anyone dealing with any Estate planning issues.

Posted by Nick | May 17, 2022 | Hired Attorney | Probate

Heggstad Petition

I hired Mr. Bergman to file a Heggstad Petition after my dad passed away unexpectedly without transferring his assets into his trust. Mr. Bergman was extremely helpful, professional, and most importantly successful in getting the assets transferred as my dad had intended. Mr. Bergman communicated wit...h me throughout the process, keeping me updated whenever something came up and he dealt with all of the unusual issues the probate examiner presented. I couldn't have asked for more.

Posted by Rutger | May 06, 2021 | Hired Attorney | Estate Planning

Estate Plan from Bob

I came to Law Offices of Robert P Bergman because my wife and I needed an estate plan. Literally had zero, not even some notes scrawled on a post-it. I decided Law Offices of Robert P Bergman was the right firm for me because we heard Bob speak on estate planning at a seminar after a friend recommend...ed him. My favorite thing about working with Law Offices of Robert P Bergman was that Bob was personable, clearly knowledgeable about both the law and its real world applications, extremely competent, and had created an efficient process to identify and create the right estate planning components. The outcome after all of the work put in by the firm was we opted for a living trust, with provisions for life insurance, child care in case of our own demise, an estate distribution that avoiding probate, tax benefits, and other important components. But the key feature was the feeling of security, the elimination of uncertainty and anxiety over the future. Nobody wants to think about their expiration, and we had avoided that, and the needed planning, for many years. Once done, we got a lot of serenity. As a result, aside from the practical benefits, it gave us security - no more amorphous worry about "what will happen to my spouse, or children, or business?" - were i to be devoured by a great white shark while surfing, for instance. A greater confidence in handling financial matters such as savings, retirement, and value investing. Finally, when so much of the concern about the future dissolved, a newfound freedom to live in the moment, which helped my business and relationships. Those were unexpected, but welcome consequences.

Posted by Shari | April 07, 2020 | Hired Attorney | Trusts

Efficient & Supportive Help

Mr.Bergman far exceeded my expectations! I had some problems with my sister’s trust and assets that were left out . He was recommended to me by another Bay Area lawyer . I needed his expertise in the filing of a Heggstad petition to avoid probate. I do not live in California and Mr. Bergman made the... entire process so easy and efficient for me . Once I contacted him it took less than one week for him to resolve my predicament. I couldn’t be more grateful for the support and the kind words . His knowledge, thoroughness and professionalism were so very reassuring at a time like this . I highly recommend his services and advice on these kind of matters .

Posted by Janice | August 24, 2018 | Hired Attorney | Estate Planning

Cheerful, timely help!

Bob Bergman has been our Estate Planning lawyer for many years, and also has advised us numerous times when we needed some other legal help. He has always been easy to work with, cheerful, and most importantly, his advice has always been "right on the mark". We value him both as a counselor and as ...a friend. Janice

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