Southern California Office:
(no in-person appointments available)
1968 S. COAST HWY., #3081
LAGUNA BEACH, CA 92651
AS OF JULY 1, 2020, EX PARTE PETITIONS ARE BEING FILED AND DECIDED THE SAME DAY IN THE PROBATE COURT I USE FOR THAT PURPOSE. IF THE COURT SYSTEM SHUTS DOWN AGAIN IN SOME WAY DUE TO ACTIONS OF THE COUNTY OR STATE, THIS NOTICE WILL BE UPDATED.
Hello. I’m California estate planning attorney Robert P. Bergman, Board Certified Specialist in Estate Planning, Trust and Probate Law (State Bar of California Board of Legal Specialization). I’ve been practicing in Santa Clara County since 1980, and my law practice is devoted exclusively to estate planning. My main website is at www.lawbob.com.
I created “Heggstad Help” as a service to assist with the following:
Successor trustees of trusts who discover that assets of a living or deceased Settlor or Trustor (i.e. creators of the trust) are not properly titled in the trust ownership even though intended by the Settlor;
Estate planning attorneys and their clients who make the same discovery when clients want to redo their estate plans;
Local real estate brokers who make the same discovery for property just listed when a preliminary title report discloses that a new listing is not properly titled in the ownership of a trust; and
Local title companies that make the same discovery when a preliminary title report discloses the defect in the title, but nobody knows how to correct the defect.
- In all of the above cases, interested parties may wish to pursue ex parte Heggstad petitions under Probate Code Section 850 through a Probate Court in my area. An ex parte petition is one that is done without a formal hearing date, and without waiting months for a Court date.
I created the “IRREVOCABLE TRUST DOCTOR” as a service to assist surviving spouses and families with modification of irrevocable trusts 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sections of this site, and then contact me if you believe that my services could help you and your family deal with an outdated or incorrectly drafted irrevocable trust.
Please take your time reading the various sections of this site, and then contact me if you believe that my services could help you, a client, or a customer with their Heggstad needs or to modify an outdated or incorrectly drafted irrevocable trust.
Heggstad and trust modification petition services are available to the general public, attorneys and their clients, title companies, realtors, etc. throughout the State of California, including the following counties:
ALAMEDA COUNTY, ALPINE COUNTY, AMADOR COUNTY, BUTTE COUNTY, CALAVERAS COUNTY, COLUSA COUNTY, CONTRA COSTA COUNTY, DEL NORTE COUNTY, EL DORADO COUNTY, FRESNO COUNTY, GLENN COUNTY, HUMBOLDT COUNTY, IMPERIAL COUNTY, INYO COUNTY, KERN COUNTY, KINGS COUNTY, LAKE COUNTY, LASSEN COUNTY, LOS ANGELES COUNTY, MADERA COUNTY, MARIN COUNTY, MARIPOSA COUNTY, MENDOCINO COUNTY, MERCED COUNTY, MODOC COUNTY, MONO COUNTY, MONTEREY COUNTY, NAPA COUNTY, NEVADA COUNTY, ORANGE COUNTY, PLACER COUNTY, PLUMAS COUNTY, RIVERSIDE COUNTY, SACRAMENTO COUNTY, SAN BENITO COUNTY, SAN BERNARDINO COUNTY, SAN DIEGO COUNTY, SAN FRANCISCO COUNTY, SAN JOAQUIN COUNTY, SAN LUIS OBISPO COUNTY, SAN MATEO COUNTY, SANTA BARBARA COUNTY, SANTA CLARA COUNTY, SANTA CRUZ COUNTY, SHASTA COUNTY, SIERRA COUNTY, SISKIYOU COUNTY, SOLANO COUNTY, SONOMA COUNTY, STANISLAUS COUNTY, SUTTER COUNTY, TEHAMA COUNTY, TRINITY COUNTY, TULARE COUNTY, TUOLUMNE COUNTY, VENTURA COUNTY, YOLO COUNTY, AND YUBA COUNTY.