3 Best Estate Planning Lawyers in San Jose, CA

ROBERT P. BERGMAN

1777 Saratoga Avenue, Suite 208, San Jose, CA 95129

Since 1980

Estate Planning, Trust and Probate Law, Revocable Living Trust Planning, Asset Protection, Estate Administration, Inheritance Planning, Insurance Trusts, Health Care Directives, Powers of Attorney, Special Needs Planning for Children and Adults, Special Planning for Retirement Plan Assets & Tax Planning

Free initial consultations are available - Provides skilled, quality, customized estate planning for families, especially families with young children - Serves in Santa Clara County and the Greater San Francisco

info@lawbob.com

lawbob.com/who-we-are

(408) 247-0444

Mon - Sat 9:00 am - 5:00 pm
Sun Closed

I highly recommend Bob Bergman and the legal services he offers. We were very pleased to find out about Bob's services and have him educate us on estate planning, ultimately resulting in having him do the family trust for us. Bob was great at walking us through the process, answering all our questions on what is a challenging and emotional topic, albeit essential. Time and money well spent!

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Bob is very knowledgeable. He provides lots of reading material on estate planning. He educates and advises. He is easy to talk to and provides a comfortable environment for discussions to address any concerns. He never rushes a discussion and is a good listener. Bob has helped provided legal counsel on trust issues and handling our estate planning.

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CHERI E. MICHAELIS

2570 North 1st Street, Suite 200, San Jose, CA 95131

Since 1995

LAW OFFICES OF CHERI E. MICHAELIS - Estate Planning, Advance Health Care Directives, Probate/Estate Administration Process, Powers of Attorney, Real Property, Probate Law, Special Needs Trust, Tax Planning Strategies, Business Formation Counseling, Trust Administration, Wills & Trusts

Free trust consultation - Provides complimentary consultations for estate planning - Serves in San Jose, Sunnyvale, Mountain View, Los Altos, Los Altos Hills, Palo Alto, Cupertino, Milpitas, Los Gatos, Campbell and Santa Clara

cherimichaelislaw.com/our-services

(408) 228-4754

(408) 273-4596

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

My husband and I just finished our living trust and we couldn’t be more happier with Cheri’s service. She guided us, answered all question that we had, explained important information so we made the right decision and she completed all the paper work in a week before my husband and I went for vacation! I couldn’t be more happier to have a piece of mind before we left. So if you’re looking for an attorney to plan your living trust, Cheri will be the best choice, excellent service and affordable price compare to other attorneys in area. Thanks a bunch Cheri!

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I have sought Cheri’s help with various trust, will and asset planning issues as my family has grown. Cheri has a full complement of skills, knowledge and understanding to every issue and she truly cares about your family’s success. She took the time to understand me and my needs. She always made me feel my questions were important. I could not have found a finer professional in this area than Cheri.

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THE LAW OFFICES OF LISA C. BRYANT, INC.

1625 The Alameda, Suite 820, San Jose, CA 95126

Estate Planning, Living Trusts, Wills, Powers of Attorney, Special Needs Trusts, Medi-Cal Planning, Conservatorships and Trust Administration, Elder Law & Probate

Free Consultation - Offices in San Jose and Santa Ana - They help executors and trust administrators perform all of your tasks as quickly and effectively as possible - Offers experienced, intelligent legal counsel in a warm, friendly environment

sara@sanjoseelderlaw.com

sanjoseelderlaw.com

(800) 970-3414

Mon - Fri 9:00 am - 6:00 pm
Sat & Sun Closed

We have known Lisa C. Bryant for several years. She and her team are our personal estate attorneys and I have also referred clients to her. The whole team is deeply knowledgeable on federal and state estate law and elder care issues. They are thoroughly professional, yet approachable and can explain legal issues in plain English. I would highly recommend Lisa and her team to anyone in need of elder care or trust or estate legal issues or even questions.

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The Best Estate Planning Lawyers in San Jose

Handpicked Top 3 Estate Planning Lawyers in San Jose, California. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

ROBERT P. BERGMAN

CHERI E. MICHAELIS

THE LAW OFFICES OF LISA C. BRYANT, INC.