3 Best Estate Planning Lawyers in San Jose, CA

“Cheri E. Michaelis is the owner of 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 comprehends the importance of setting up an estate plan, but she also understands that some pass away unexpectedly without ever having a chance to establish one. She provides expert estate planning services to her clients. She works diligently to provide her clients with the best service and legal experience possible. She assists clients in navigating the confusing legal process of probate to get their loved ones’ assets distributed and their estate closed. 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 provides complete estate planning and wealth counseling services to clients throughout the Bay Area. The firm is dedicated to working diligently to give its clients the best service and legal experience possible. They serve clients in the areas of estate planning, trust administration, probate, business succession planning, and real property transfers. The Law Offices of Cheri E. Michaelis provides complimentary consultations for estate planning and probate for potential clients to acquaint themselves with the legal process as well as become acquainted with their law firm and staff.”

“Copenbarger & Copenbarger LLP has over 150 years of combined legal practice in various fields of law. They have a highly credentialed attorney staff of certified professionals and attorneys with advanced degrees in tax law. Their support staff is second to none and always puts the needs of their clients first in their representation of the firm. Their current clientele now transcends 30,000 individuals throughout California, and that number continues to grow. The team at Copenbarger & Copenbarger LLP meets with you and listens to your wishes, dreams, desires, and fears. Then, they provide counseling, advice, and the guidance you need to prepare the best estate plan possible and provide your family peace of mind. There are nine Copenbarger & Copenbarger lawyers, all of whom support clients' requirements in San Jose and the surrounding communities. Their Elder Law attorneys are qualified in preparing special needs trusts, qualifying persons for medical assistance, providing protection from becoming impoverished due to overwhelming medical bills, and preparing durable powers of attorney and advance healthcare directives. The firm serves San Jose, Almaden, Santa Clara, Los Gatos, Saratoga, Campbell, Sunnyvale, Cupertino, Mountain View, Milpitas, Morgan Hill, Gilroy, and other surrounding communities.”

“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. He 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 fewer 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. Robert has handled 700 estate planning and trusts cases. 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 clients’ goals while simplifying the estate administration process. The Law Offices of Robert P. Bergman also serve 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. The firm preserves assets, protects your interests, and sets up the proper legal documents, all of which are parts of this process. Their free questionnaire can assist you in projecting the future expenses of a child with special needs. Zoom and in-office consultations are available.”