Robert Paul Bergman, experienced Estate Planning, Trusts attorney in San Jose, CA with 32 reviews
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Lawyer credibility rating system is an internal lawyer evaluation system developed by the company based on a comprehensive analysis of more than 10 indicators. The rating can range from 0 to 100.
Average 46,66
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Robert Paul Bergman

3535 Ross Avenue, San Jose, CA

Contacts

star star star star star
4.8 / 5
Avvo
5.0
info
Avvo rating
1 Reviews
Google Maps
4.8
info
Google reviews rating
31 Reviews
Data reflects the status as of the latest update. Updates are typically done monthly.

License

License ID number: -

Licensed in: -

Year admitted: -

Education

1980:
Santa Clara University School of Law, JD - Juris Doctor
1977:
San Jose State University, BA - Bachelor of Arts
1975:
De Anza Junior College, A.A.

Last reviews

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Overall rating
star
star star star star star
4.8 32 reviews
Avvo 5.0
Google Maps 4.8

Heidi haltom

star star star star star
25 Oct, 2024
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 heggstad 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.
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Heidi

star star star star star
24 Oct, 2024
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 heggstad 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.
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Meteorise inc.

star star star star star
11 Sep, 2024
Bob was AWESOME! He responded so quickly and took care of our issue (putting a house into a family trust) even though he was leaving to go on vacation. His communication was excellent and, if you can believe this, a reasonably priced lawyer. I highly recommend him.
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Top review highlights

Pros
1
Highly responsive and efficient lawyer who can handle complex legal matters quickly
“Robert Bergman handled a petition with the court regarding a family trust matter incredibly quickly and expeditiously, resolving matters faster than I could have hoped.”
2
Excellent communication and client-focused approach
“His communication was excellent and, if you can believe this, a reasonably priced lawyer.”
3
Extensive expertise in estate planning and trust-related issues
“Robert is knowledgeable and a very competent advisor in all things regarding estate planning.”
4
Provides personalized and tailored advice to meet clients' specific needs
“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.”
5
Offers reasonable and transparent pricing
“I highly recommend him. His communication was excellent and, if you can believe this, a reasonably priced lawyer.”
Cons
1
Some clients have experienced issues with the quality and execution of the legal work
“Very disappointing experience for estate planning. Provides a cookie cutter template document, does not take the time to give proper advice tailored to your situation.”
2
Occasional delays or problems with the timeliness of services
“Basically has you fill out a worksheet and does not provide a draft of the plan. Very sloppy work, lots of typos, even in legal documents which caused them to be not recorded for many months.”

Publications

2024:
California Consumer Guide to Wills, Living Trusts & Estate Planning, 2024 California Consumer Guide to Wills, Living Trusts & Estate Planning

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