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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Star rating
5 stars 23
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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 11 - 15 of 23 reviews

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 jeff | February 10, 2020 | Hired Attorney | Probate

Delivered as promised

I had a very well-off client with a complicated estate pass away unexpectedly. He had a personal trust for his non-business assets that had not been funded and his family members needed to access those assets a s a p. The estate lawyer who had set up his business organization advised that probate wa...s the only option. He estimated the cost to the heirs to be in the hundreds of thousands, and the time to gain access to funds to be several months at minimum. He did not believe Heggstad would be an option. I heard about Bob from a friend, called him, and he told me he could get the Heggstad petition filed and an order issued within a couple of weeks for a fraction of the fees that a probate would entail. The adage "if something sounds too good to be true..." gave me pause. But Bob answered every question and concern I had and delivered as promised, saving my clients a ton of fees and helping them to navigate a very difficult time in their lives. I heartily recommend Bob to anyone in similar circumstances and thank him for his help.

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

Posted by Linda | December 15, 2017 | Hired Attorney | Estate Planning

Robert Bergman saved us!

I cannot say enough good things about Robert Bergman. Recently, my family found itself in a real bind, following the unexpected death of my brother. For many years, my brother had used the services of a Bay Area estate attorney, periodically making changes to his trust. Upon his death and with the... imminent sale of his property, we were faced with the unpleasant news that his trust was not, in fact, going to protect his assets. After all of the years of visiting and paying his attorney, it was all for naught! Upon the recommendation of the Probate Court overseeing my brother’s jurisdiction, and a series of subsequent attorneys, we were advised to contact Attorney Robert Bergman, who, though he was not located anywhere near my brother’s property, was not only well-versed in our predicament and the reasons for it (which could easily have been avoided), but was able to quickly turn the situation around to our benefit, thus avoiding probate and allowing for the successful sale of the property. Had he not been so capable and expedient (time was of the essence!), I am convinced that the sale would have fallen through. Robert Bergman is not only extremely knowledgeable and thorough, but is especially kind and thoughtful. In my dreams and given our predicament, I did not expect to be placed in such capable hands! He is truly the man you want to assist with your estate planning and financial needs – THANK YOU, Bob!

Posted by Linda | January 22, 2017 | Hired Attorney | Estate Planning

Family Trust

With the help of Bob we drew up our family trust. He was very knowledgeable and responsive to our needs. He walked us thru the many pages of our trust since it was so overwhelming. After all was said and done we were very pleased with the outcome of our trust and was very glad Bob helped us thru it ...all. I also had Bob draw up my Mom's trust. Would recommend Bob highly.

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