“I would and have highly recommended utilizing Bob Bergman and his office for processing Heggstad petitions. I have worked with Bob for a client’s benefit when the situation was not cut and dry enough for my home county’s probate court. He was able to successfully procure an ex parte Heggstad order for my client which was a huge relief and a huge saving in time…
I would not hesitate to work with Bob again or recommend his services to my client Trustees or to fellow aAtorneys who are having challenges getting Heggstad petitions granted in their home counties. Bob not only has the systems and documents in place to quickly pull an appropriate petition together, he is very well versed on how to communicate with and work with the court staff to allow a relatively quick and seamless process. His down to earth demeanor makes it easy to communicate and move forward as well.”
– Jennifer Thaete, Esq., Law Offices of Jennifer Thaete, PC, Livermore, California
“We recently had the pleasure of working with Mr. Bergman to have him complete a Heggstad petition for our client. Mr. Bergman handled the matter professionally and expeditiously. From the initial contact with Mr. Bergman, it took only 2 weeks to obtain an Order from the Court granting the Heggstad petition.
The last time we filed a Heggstad petition in Los Angeles County the hearing date was set for 6 months out. Our client was very happy and we are glad that this service is offered by Mr. Bergman. We will definitely recommend his service to other clients needing a quick turnaround on a Heggstad petition.”
– Gladys Aquino, Esq., Panitz & Kossoff, LLP, Westlake Village, California
[For Title and Escrow Officers]
“Bob Bergman. I just want to say thank you for your miracle Court order.
I had a resale escrow opened February 2019. My seller provided me with trust documents and when we received the preliminary title report, title was still vested in the deceased owner’s name as an individual and not in the name of the owner’s living trust. Because the title was not in the trust ownership, I was told a court petition called a “Heggstad” in the Probate Court would be necessary to clear the title of the property into the trust ownership so the sale could be completed. Unfortunately, in my County, the court process takes between 6 to 8 to obtain that court order.
My seller called and asked me if the deal could close if she could get the Heggstad court order right away. I told her that we could close if that was possible. She told me that she was referred to Attorney Robert Bergman who could get it done very quickly. That was on a Friday. Working over the weekend, Mr. Bergman got all the paperwork together for the family working through email and got the court order the following Monday afternoon. He then sent it to me overnight, and I was able to close the escrow for the seller. It was done within two business days by him working through a Probate Court near his office in San Jose instead of our local Probate Court
I was so amazed that I had to share this with everyone in my office. All the Escrow Officers with 20 to 30 years or more of experience told me they had never seen this before. I had “title” review the certified court order Mr. Bergman obtained, and everything was good to close within a week.
I think it’s totally worth it for the price Mr. Bergman charges if you want your escrow to close right away rather to wait 6 months or more. Without his help, the property in my escrow would probably have gone to foreclosure. Thank you so much to Attorney Robert P. Bergman. I would recommend to all Escrow Officers that if you ever run to a problem this this in one of your escrows, have the sellers to contact Attorney Robert Bergman to help them out.”
–Terri Cao, Escrow Officer, WFG Escrow Services, Huntington Beach, California
