Cheri E. Michaelis is the owner of the Law Offices of Cheri E. Michaelis. She completed her JD at the University of California, Hastings College of Law. Cheri has over 29 years of experience in the legal field. She provides expert estate planning services to her clients. She works diligently to provide her clients with the best service and legal experience possible. Cheri works with clients to parse out their wishes and help them reach their goals. She has years of experience drafting and filing the proper forms with the court and advising clients on the necessary steps to get their loved one’s estate distributed. The Law Offices of Cheri E. Michaelis presents extensive estate planning and wealth counseling services to clients throughout the Bay Area. They are happy to work with you to develop the perfect estate trust suited to your specific requirements. The firm assists clients in navigating through the confusing legal process of probate in order to get their loved one’s assets distributed and their estate closed. Depending on your specific situation and whether your estate value falls within the federal estate tax exemption amount, they provide you with more advanced estate planning techniques to avoid the federal estate tax. The firm provides estate planning, real property, and tax services for residents of Santa Clara County as well as Alameda County and San Mateo County.
UNIQUE FACTS:
• Proven Ability To Develop Customized Effective Wealth Succession Plans
• Skilled Estate Planning Advisor, Drafter, and Presenter
• Schedule a Complimentary Consultation.
3 Best Estate Planning Lawyers in San Jose, CA
Expert recommended 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.
CHERI E. MICHAELIS - LAW OFFICES OF CHERI E. MICHAELIS REVIEWS
I have been coming back to this for my trust revision over the years. Cheri and her staff is professional, efficient , responsive and explains things very clearly. The signing process has gone smoothly with Ashley. Cheri has also kept us up to date with her newsletter We would recommend the office.
Cheri helped me with creation of a Will and trust. She was professional, courteous and helpful. Ashley helped explain the documents and patiently answered all my questions. She was very knowledgeable, efficient and personable, and I would highly recommend working with her.
Cheri did a great job helping my husband and I to set up our wills and trust. She and Ashley walked us through all the necessary steps and explained them to us thoroughly. We appreciated how comfortable they made us feel throughout the process.
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Copenbarger & Copenbarger LLP is a well-experienced law firm with over 150 years of combined legal practice in fields of law. The firm serves the estate planning, elder law, trust and estate administration, and asset protection requirements of individuals and families throughout all of Santa Clara County and the South Bay. There are nine Copenbarger & Copenbarger lawyers, all of whom support clients' requirements in San Jose and the surrounding communities. The team at Copenbarger & Copenbarger LLP meets with you and listens to your wishes, dreams, desires, and fears. Then, they provide counseling and advice and the guidance you need to prepare the best estate plan possible and provide your family peace of mind. Their Elder Law attorneys are qualified in preparing special needs trusts, qualifying persons for medical, giving protection from becoming impoverished due to draconian medical bills, and preparing durable powers of attorney and advance healthcare directives. Whether you currently have an estate plan in place, need help developing one, or have been tasked with administering the estate of a loved one, they are here to guide you. Copenbarger & Copenbarger serves clients in San Jose, Almaden, Santa Clara, Los Gatos, Saratoga, Campbell, Sunnyvale, Cupertino, Mountain View, Milpitas, Morgan Hill, Gilroy, and other surrounding communities.
UNIQUE FACTS:
• Provide High-quality Legal Services and Education
• Prepared Over 30,000 Estate Plans
• Free Seminars and Events Across California.
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COPENBARGER & COPENBARGER LLP REVIEWS
The estate law firm was very professional. You know you are in good hands when you walk into the offices. It’s a skilled organization with a friendly atmosphere. We were impressed with Larry Copenbarger as he walked us through the estate planning process, helping us to understand new laws and what we need to do to preserve our estate for our children. The estate portfolio and thumb drive provided are incredibly organized which makes it easy at home to read and understand. We left the estate planning process feeling confident that our estate is secure.
Highly recommend Larry and his staff. They are very professional and thorough in doing trusts. My Husband and I enjoyed the experience and felt very comfortable, they listened to our needs and wishes for the distribution of wealth after we pass. Larry exclaimed our options even though sometimes it was uncomfortable talking and thinking about our future. It is so comforting knowing that piece of our estate planning is complete. Thank you Larry, Desiree and Isabelle.
Exceptional attention to detail and professionalism. We were blown away at how thorough and well-crafted our estate planning documents were prepared. Everything was explained to us in terms we could understand and we feel 100% confident that every contingency is fully covered in our package. 5 stars are inadequate here!
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Robert P. Bergman is the founder of the Law Offices of Robert P. Bergman. He completed his Juris Doctor at Santa Clara University School of Law. He is a member of the State Bar of California, Estate Planning, Trusts, and Probate Section. Robert is a Certified Specialist in Estate Planning, Trust & Probate Law, as certified by the California State Bar Board of Legal Specialization, a distinction held by less than 100 attorneys in Santa Clara County, where he practices law. He helps individuals and couples plan for the orderly transfer of family wealth to their intended heirs. Robert presents frequent seminars on living trust planning and hosts “Plan Your Estate Radio“ a Friday afternoon live radio talk show on 1220AM KDOW in the San Francisco Bay Area. Law Offices of Robert P. Bergman is one of the leading law firms in San Jose. They plan and draft individually tailored estate plans that accomplish their client’s goals while simplifying the estate administration process. Law Offices of Robert P. Bergman also serves in Santa Clara County and Greater San Francisco. 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.
UNIQUE FACTS:
• 40+ Years as California’s Most Trusted Estate Planners
• Handled 700 Estate Planning and Trusts Cases
• Zoom and in-office Consultation Available.
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ROBERT P. BERGMAN - LAW OFFICES OF ROBERT P. BERGMAN REVIEWS
I contacted Law Offices of Robert P Bergman after getting divorced and I needed to create a new will and trust for my 2 sons. I picked this firm over all the other firms in the area because Bob was so responsive and understood my personal situation. My favorite thing about working with Law Offices of Robert P Bergman was Bob's expertise, reasonable prices, and constructive advice. As a result of their hard work, I got a great trust set up for my kids and I learned how to manage the trust. Now I am at ease and comfortable knowing that my kids are secure and that they can contact Bob if needed. Thanks to this outcome, I can sleep easy knowing that my family is protected.
I was referred to Robert from my real estate agent due to learning that my fathers house was never filed with the state when he set up his trust. I had spoken to several other lawyers and even was signed with one at the time we found Mr Bergman. All of the other lawyers told us we were most likely not going to get a court date and would not be able to sell the house that was already under contract for at least 6 months. Robert was so helpful explaining everything every step of the way. He knows his stuff when it comes to trust and estate law. Bob literally wrote the book on this kind of thing and will do everything in his power to get before a judge and get your issues cleared in the court quickly. Robert did in six days what the other lawyers couldn't promise to get done in 6 months. Bobs fees were in line with the other lawyers fees and his payment method was easy to securely submit and get a prompt receipt. Bob Bergman really helped me and my family out in a hard time for our family losing our mom and dad in the previous months Robert performed at an all-star level and took care of our estate so we didn't also lose that to probate.
Robert assisted us with filing a Heggstad Petition for some assets that were not included in our deceased fathers estate. He prepared all the paperwork and got the assets included in the Living Trust in a couple of weeks. I would recommend his services to anyone needing assistance with Living Trust issues.
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