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 understands the importance of creating an estate plan while recognizing that some people pass away unexpectedly before they have the opportunity to put one in place. She provides expert estate planning services to her clients. She assists clients in navigating the often complex and overwhelming probate process, providing guidance to help ensure their loved ones’ assets are properly distributed and the estate is efficiently settled and closed. She brings years of experience preparing and filing the necessary court documents and guiding clients through each step of the probate process to help ensure their loved one’s estate is properly administered and assets are distributed according to their wishes and applicable legal requirements. The Law Offices of Cheri E. Michaelis offers comprehensive estate planning, trust, and wealth counseling services to clients throughout the Bay Area, with a focus on developing customized legal strategies that address each client’s unique needs and objectives. They serve clients in the areas of estate planning, trust administration, probate, business succession planning, and real property transfers. The firm 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. The firm handled over 30,000 cases. 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 help your family feel secure and at ease. 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 Almaden, Santa Clara, Los Gatos, Saratoga, Campbell, Sunnyvale, Cupertino, Mountain View, Milpitas, Morgan Hill, Gilroy, and other surrounding communities.

"Robert P. Bergman is the founding attorney of the Law Offices of Robert P. Bergman, a San Jose-based firm dedicated to estate planning, trust administration, and probate law. After earning his Juris Doctor from Santa Clara University School of Law, he went on to become a Certified Specialist in Estate Planning, Trust and Probate Law through the California State Bar Board of Legal Specialization. This prestigious credential is held by fewer than 100 attorneys practicing in Santa Clara County. Robert helps individuals and families create customized estate plans that safeguard their assets and ensure their wishes are carried out. Throughout his career, he has successfully managed more than 700 estate planning and trust-related matters. The Law Offices of Robert P. Bergman is an estate planning firm, serving clients across Santa Clara County and the Greater San Francisco Bay Area. The firm develops personalized legal strategies designed to simplify estate administration while protecting clients' wealth and providing for future generations. To help prospective clients understand their legal options, the firm offers complimentary initial consultations, available both in person and via Zoom. Clients also have access to a free special needs planning questionnaire that helps estimate the long-term financial requirements of a child with special needs.