ABOUT HEGGSTAD HELP AND THE IRREVOCABLE TRUST DOCTOR

ROBERT P. BERGMAN, ATTORNEY AT LAW
3535 ROSS AVENUE, STE. 308
SAN JOSE, CA 95124
408-247-0444 / heggstad@lawbob.com

Schedule Trust Petition Consultation

AS OF DECEMBER 14, 2020, EX PARTE PETITIONS MAY ONLY BE FILED THROUGH THE MAIL OR BY DROPBOX AT THE COURT I PRACTICE IN. CERTIFIED COPIES OF SIGNED COURT ORDERS WILL BE PROCESSED BY THE CLERK’S OFFICE AFTER CONSIDERATION BY THE COURT, AND THEN MAILED OUT ACCORDING TO INSTRUCTIONS PROVIDED BY ME TO THE COURT.

PLEASE READ THE FOLLOWING FOR DETAILS:

DECEMBER 14, 2020 CORONAVIRUS IMPACT ON EX PARTE PETITIONS

Download Free E-Book, “Fixing Broken Trusts:  Heggstad and Trust Modification Petitions in California”

Fixing Broken Trust: Heggstad and Trust Modification Petitions in California

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 an eligible Probate Court. 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:

CONTRA COSTA COUNTY
SANTA CLARA COUNTY
SAN MATEO COUNTY