Top Three Rated

Estate planning lawyers in SAN JOSE

3 trusted local estate planning lawyers in SAN JOSE, CALIFORNIA

Law Office of Cheri E. Michaelis : Cheri Ellen Michaelis

2570 N First St #200, San Jose, CA
4.9 (68 reviews) Since 1995
Specialties
Basic Estate Planning Real Property Advanced Estate Planning Probate Law Special Needs Trust Powers Of Attorney Trust Administration Wills And Trusts Trust Amendment Business Formation Counseling & Business Succession Planning
About Business

Cheri Michaelis has over 20 years of experience in the legal field. Along with her highly trained staff, she provides expert estate planning services to clients. They serve clients in the areas of est...

Cheri Michaelis has over 20 years of experience in the legal field. Along with her highly trained staff, she provides expert estate planning services to clients. They serve clients in the areas of estate planning, trust administration, probate, business succession planning, and real property transfers. They provide complimentary consultations for estate planning and probate in order for potential clients to familiarize themselves with the legal process as well as become acquainted with their law firm and staff.

Contact Information
Open Mon - Fri 9:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 95131
Facilities
Free - Wifi Car Parking Transporation
Customer Review
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.
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Copenbarger & Copenbarger LLP

1737 N First St #270, San Jose, CA
4.9 (83 reviews) Since 1983
Specialties
Estate Planning Estate Administration Probate Medi Cal Qualification Elder Law Trust Administration Asset Protection Tax Planning Business Formations Advance Health Care Directives Durable Powers Of Attorney & Estate Litigation
About Business

Copenbarger & Copenbarger LLP’s Bay Area office is located in San Jose, California. They serve the estate planning, elder law, trust and estate administration, and asset protection needs of individua...

Copenbarger & Copenbarger LLP’s Bay Area office is located in San Jose, California. They serve the estate planning, elder law, trust and estate administration, and asset protection needs of individuals and families throughout all of Santa Clara County and the South Bay. They take the time to understand your goals, values, dreams, fears, and uniqueness. Through their advice and counseling, they can save taxes, reduce costs, and protect families.

Contact Information
Open Mon - Fri 9:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 95112
Facilities
Free - Wifi Car Parking Transporation
Customer Review
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.
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Law Offices of Robert P. Bergman : Robert Paul Bergman

3535 Ross Ave, San Jose, CA
4.8 (32 reviews) Since 1980
Specialties
Estate Planning Wills And Trusts Special Needs Planning Heggstad Petitions Trust Modification Petitions Court Petition To Modify An Irrevocable Trust Probate Administration Living Trusts Powers Of Attorney & Advance Health Care Directives
About Business

Robert P. Bergman is an Estate Planning attorney in Santa Clara County who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on...

Robert P. Bergman is an Estate Planning attorney in Santa Clara County who assists individuals and couples in planning for the orderly transfer of family wealth to their intended heirs. He focuses on planning to avoid conservatorship and Probate, special planning for special needs persons, and specialized court petitions involving trusts.

Contact Information
Open Mon - Fri 9:00 am - 5:00 pm
Closed Sat & Sun Closed
Additional Information
Pincode: 95124
Facilities
Free - Wifi Car Parking Transporation
Customer Review
I was unable to close on the sale of a home due to a Title issue. My estate attorney recommended the law firm of Robert Bergman as an expert in the Heggstad petition to avoid the expense and time of probate. Mr Bergman was able to file the petition, which was granted by the court within two weeks of filing. This allowed us to close the sale on the house in a timely manner. The impact of his legal expertise saved significant time and expense for me and my family. I would recommend the Law Offices of Robert P. Bergman without hesitation.
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