Choosing an estate planning attorney is different from choosing a professional for a single, isolated legal transaction.
An estate plan may remain relevant for years. It can influence how property is managed during incapacity, how assets are transferred after death and who takes responsibility for carrying out a family's wishes.
That makes the attorney's experience, specialization and approach worth examining before the documents are drafted.
For California families, Robert P. Bergman offers several concrete credentials and practice characteristics to evaluate: more than four decades of California legal practice, State Bar certification as a specialist in Estate Planning, Trust and Probate Law, personal involvement in drafting and experience with specialized trust matters.
