Attorney Robert P. Bergman

Hello. I’m California estate planning attorney Robert P. Bergman, Certified Specialist in Estate Planning, Trust and Probate Law.   I’ve been practicing in Santa Clara County since 1980, and my law practice is devoted exclusively to estate planning.  I’ve been a member of WealthCounsel since 2006, and a regular contributor to their listservs. My main practice website is at

I created the IRREVOCABLE TRUST DOCTOR” as a service to assist estate planning attorneys and their clients who wish to pursue ex parte petitions for the modification of irrevocable trusts in the State of California, but have issues in counties where such petitions are time-consuming or difficult to obtain.   Such petitions can proceed under California Probate Code Section 15403, or California Probate Code Section 15409.

Please take your time reading the various sections of this site, and then contact me if you believe that my services could help you and your clients with their irrevocable trust modification needs.

I provide similar services for ex parte Heggstad petitions under Probate Section 850, to transfer property of an incapacitated or deceased trustor into their trust ownership without Conservtorship or Probate.  Visit “Heggstad Help” for more information about these services.

Other contact information

  • Email:
  • Phone: 408-247-0444
  • Fax: 408-416-4591
  • Address
    Law Offices of Robert P. Bergman
    1777 Saratoga Avenue, Ste. 208
    San Jose, CA 95129-5208