Cheri E. Michaelis is the proud owner of the Law Office of Cheri E. Michaelis, bringing over 27 years of invaluable experience in the legal field. She earned her Juris Doctor degree from the University of California, Hastings College of the Law. Specializing in estate planning, Cheri provides expert guidance to her clients, ensuring their wishes are meticulously understood, and their goals are effectively achieved. Dedicated to delivering top-notch service and exceptional legal experience, Cheri works diligently to cater to her clients' needs. She is committed to providing personalized attention and working closely with individuals to create tailored estate plans that align with their unique requirements. To further assist her clients, Cheri offers complimentary consultations for estate planning and probate law matters. The Law Offices of Cheri E. Michaelis proudly serves clients throughout the Bay Area, offering extensive estate planning and wealth counseling services. With a focus on developing the perfect estate trust to meet specific needs, they are dedicated to creating comprehensive solutions. The firm provides estate planning, real property, and tax services to residents of Santa Clara County, Alameda County, and San Mateo County. Whether you require assistance with estate planning or need guidance on matters related to real estate and taxes, Cheri E. Michaelis and her team are ready to provide the support and expertise you need.
Best Estate Planning Lawyers in San Jose
Handpicked Top 3 Estate Planning Lawyers in San Jose, California. All of our estate planning lawyers actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
We have a strict “No Pay to Play” policy.
CHERI E. MICHAELIS - LAW OFFICES OF CHERI E. MICHAELIS REVIEWS
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
Copenbarger & Copenbarger LLP is a highly reputable law firm. With over four decades of experience, the firm has prepared more than 30,000 estate plans and handled numerous estate administration cases. At Copenbarger & Copenbarger, their dedicated team takes the time to meet with you, attentively listening to your wishes, dreams, desires, and concerns. They provide personalized counseling, valuable advice, and expert guidance to help you create the most effective estate plan possible, ensuring peace of mind for you and your family. Copenbarger & Copenbarger caters to the estate planning, elder law, trust and estate administration, and asset protection needs of individuals and families residing in various communities, including San Jose, Saratoga, Campbell, Sunnyvale, Almaden, Santa Clara, Los Gatos, Cupertino, Mountain View, Milpitas, Morgan Hill, Gilroy, and surrounding areas. With their comprehensive range of legal services, Copenbarger & Copenbarger is committed to assisting clients in safeguarding their assets, planning for their future, and ensuring the well-being of their loved ones.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
COPENBARGER & COPENBARGER LLP REVIEWS
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.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.

Robert P. Bergman, the esteemed founder of the Law Offices of Robert P. Bergman, is a highly accomplished attorney. He earned his Juris Doctor degree from Santa Clara University School of Law and is a valued member of the State Bar of California, Estate Planning, Trusts, and Probate Section. With over 43 years of experience, Robert is a Certified Specialist in estate planning, trust, and probate law. Robert is dedicated to assisting individuals and families with their estate planning needs. He specializes in helping clients plan for the smooth and orderly transfer of family wealth to their intended heirs. Despite the current circumstances, Robert continues to offer consultations and plan design meetings virtually, ensuring a secure teleconference experience. The Law Offices of Robert P. Bergman stands out as one of the leading law firms in San Jose. They excel in creating individually tailored estate plans that effectively achieve their clients' goals while simplifying the estate administration process. In addition to serving the San Jose area, the Law Offices of Robert P. Bergman extends their services to Santa Clara County and the Greater San Francisco region. For those seeking legal guidance, the Law Offices of Robert P. Bergman offers a free initial consultation, providing an opportunity to discuss your unique circumstances and explore how they can assist you in achieving your estate planning objectives.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ROBERT P. BERGMAN - LAW OFFICES OF ROBERT P. BERGMAN REVIEWS
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
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.