Estate planning has become easier to start. Online forms, document services and standardized templates can put basic legal paperwork within reach of almost anyone with an internet connection.
But accessibility and personalization are two different things.
An estate plan has to work within the legal environment where the client lives, while also reflecting the family's relationships, assets and objectives. For California families, those considerations can extend well beyond filling in names and percentages on a standard form.
Robert P. Bergman's practice is built around custom estate planning in California. He has practiced in Santa Clara County since 1980, focused on estate planning and trusts since 1981, and is a State Bar of California Certified Specialist in Estate Planning, Trust and Probate Law. His firm states that he personally drafts every estate plan.
