Best Estate Planning Lawyers in San Jose

I had the pleasure of working with Cheri E. Michaelis and her team at the Law Office of Cheri E. Michaelis to set up our family trust. From start to finish, the entire process was seamless and stress-free, thanks to Cheri's professionalism and friendly demeanor. Cheri took the time to listen to our unique needs and answered all of our questions with patience and clarity. She provided us with expert guidance and advice, and made sure that we understood every step of the process. Her attention to detail and thoroughness were impressive, and we felt confident in her expertise throughout the entire process. The team at the Law Office of Cheri E. Michaelis is professional, knowledgeable, and responsive. They were always available to answer our questions and address any concerns we had. We truly appreciate the excellent service we received from Cheri and her team, and we would highly recommend their services to anyone in need of legal advice or assistance. Overall, we had a fantastic experience working with Cheri E. Michaelis and her team, and we are grateful for the peace of mind that comes with knowing our family trust is set up properly. Thank you, Cheri, for your excellent service and professionalism!

Everyone (Cheri, YooBin, Rianna, Thanada, and Monica) at Cheri's law offices was excellent. Every one of my queries and my wife's queries was answered promptly - even on weekends! We had an initial consultation (virtual because of COVID) where we explained what we wanted in the living trust. We then scheduled an in-person meeting to sign the documents. We went through MetLife and so we were only billed for the services that weren't covered by our insurance plan. The entire experience was painless. The in-person meeting with YooBin took about an hour - primarily because of the number of documents that needed to be signed!

We had a very seamless process working with Cheri Michaelis firm to form our trust. They were always available to walk over any questions, knowledgeable and extremely easy to work with. Ms. YooBin Kim was particularly efficient and patient in helping us sign our papers. Highly recommend them for creating your trust.

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Thank you, Larry for the opportunity to meet you yesterday via Zoom and for your handling of the questions posed by myself and my three stepchildren. You were able to handle the issues brought up and, in the end, to have agreement among the siblings about how the trust will be revised. I look forward to future communications with you and will answer the Email that you sent regarding the death certificate and the confidential document.

We have been working with Larry Copenbarger for quite some time and have found him to be the utmost professional who takes the necessary time to explain everything thoroughly. Additionally, we had to reschedule more than once and they have always been very understanding and patient as I'm sure it was a major inconvenience. Racheal, who works with Larry, is top notch as well. In fact, everyone we came in contact with in this office was very accommodating. Highly recommend this firm.

This law firm did our family trust as well as my fathers. Our attorney, Robert Galliano is extremely professional, knowledgeable and great to work with. If you want thorough work and expertise, this is the law firm to trust.

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I came to Law Offices of Robert P Bergman because my brother died and had a trust and the lawyer who put it together didn't transfer any of his assets into it and was disbarred. So we needed help. I went with this firm over the others because recommended by our attorney Jeffrey a. dennis-strathmeyer. My favorite thing about working with Law Offices of Robert P Bergman was quick and effective. As a result of their hard work, all items requested we moved into the trust. Thanks to the firm, quick and efficient thank you.

The reason I retained Law Offices of Robert P Bergman was we needed a will and trust as new parents of three young children. I decided Law Offices of Robert P Bergman was the right firm for me because he was a referral from the parents of multiples club and other families had highly recommended him. I enjoyed working with Law Offices of Robert P Bergman because he was thoughtful and understood our needs having young children of his own. The outcome of this case was that we completed a will and trust we were happy with and felt secure. Now that we've received this outcome, we know we have security in making sure our children are taken care of.

Experience and knowledge along with a true desire to help. Highly recommend m

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