Berge & Berge, LLP - About our Firm

From educational seminars to the LifePlan™ annual maintenance program, you will see distinctiveness in the services provided by the Law Offices of Berge & Berge. Our practice offers the unique 3-Step MasterPlan ™ process as an estate planning option which begins with an in-depth Seminar that initiates a client meeting. The next step consists of a Design Meeting where a plan is fashioned according to the uniqueness of the client’s wishes and goals for his or her estate. Subsequently, the plan is prepared and then reviewed with the client at the Delivery Meeting. Our firm manages all aspects of funding the trust agreements and/or confirming the funding is complete and provides an asset detail report to each client. In addition, each 3-Step MasterPlan ™ client is automatically enrolled in the LifePlan ™ annual maintenance program through which each client is invited to update his or her plan annually and attend periodic educational seminars developed to increase each client’s knowledge base and ensure that intended plans will work as designed.

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1101 S. Winchester Blvd, Suite I-208, San Jose, CA 95128
| Phone: (408) 389-6980

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