Experienced San Jose Estate Planning Attorneys
At Berge & Berge, we combine experience with education to create functional and effective estate plans for clients in the South Bay Area. We provide both foresight and sensitivity to your needs as you deal with older parents or develop your own estate plan. We prioritize flexibility — using a combination of accounting and the law, we can help you prepare for changes in your health, family and financial situation, as well as changes in the law.
The Benefits of Estate Planning
Estate planning with the custom-tailored support offered by the Law Offices Berge & Berge is a proven way to protect your family and your future.
Providing You With the Help You Need
We believe an ounce of prevention is worth a pound of cure. We also believe it is important to work with an estate planning attorney who truly understands the financial implications and contingencies that can affect even the best laid plans. We work hard to ensure you receive the support you need in the planning and administration of your plans.
Keeping You Informed and in Control
Planning ahead allows you to directly control and to appoint other people to assist you if you are unable to make decisions. It also ensures the court system is not the one who takes control of your assets. When you work with our team, we help you maintain control over your assets, health care, personal care, and long-term care decisions.
Why Choose Us?
If you want custom, tailored estate planning, we are the firm for you. Over the past quarter of a century, we have created thousands of estate plans for people of all ages and all stages of life in our community.
Skilled Estate Planning, Administration, and Finance Attorneys
The team at the Law Offices of Berge & Berge consists of experienced attorneys with impeccable credentials. Firm managing partner James (Jim) E. Berge (pronounced burr ghee) is not only an attorney, but also a specialist with a master’s degree in tax law and a Certified Public Accountant (CPA) in California. If you are interested in truly protecting yourself and preserving your wealth, then work with someone who is not just an estate planning specialist, but also has advanced financial skills and training.
Dedication to Meeting Your Needs
We have both the resources and the staff to meet your estate planning needs: Whether you are just starting out and want a simple will or have children and properties that are best protected in a trust, we can help. We can accommodate the simplest planning document to more complex needs or estates that involve California probate. Effective planning is the best way to avoid probate court.
When you work with our team, we help you maintain control over your assets, health care, personal care and long-term care decision