Enter legal issue and location
San Jose Estate Planning Law Firm
Overview
From their law office in San Jose, California, the attorneys at WealthPLAN, PC, provide exceptional representation and support to those who seek to protect themselves, their assets and their loved ones for the future.
Established in 1996, they have served the residents and businesses of the Greater Bay Area and beyond for more than 23 years...
From their law office in San Jose, California, the attorneys at WealthPLAN, PC, provide exceptional representation and support to those who seek to protect themselves, their assets and their loved ones for the future.
Established in 1996, they have served the residents and businesses of the Greater Bay Area and beyond for more than 23 years...
From their law office in San Jose, California, the attorneys at WealthPLAN, PC, provide exceptional representation and support to those who seek to protect themselves, their assets and their loved ones for the future.
Established in 1996, they have served the residents and businesses of the Greater Bay Area and beyond for more than 23 years. During that time, they have become one of the region's leading legal practices for estate planning, estate and trust litigation, probate and trust administration, advanced estate planning, business formation and succession planning, tax controversies and planning, and more.
Recognized for their impeccable professionalism and unwavering commitment to their clients' needs, the firm's attorneys have earned AV Preeminent peer review ratings* from Martindale-Hubbell as well as consistent listings in the Bar Registry of Preeminent Lawyers. Perhaps more importantly, they have also received numerous positive testimonials and referrals from their satisfied clients, and they find great reward in being able to help so many in their community establish solid, effective estate plans while ensuring that their final wishes are met.
To find out more about how the dedicated legal professionals at WealthPLAN, PC, can best help you achieve your goals regarding your estate and preserve the bulk of your wealth for future generations, call their law office or visit their website to schedule a free initial consultation.
*AV®, AV Preeminent®, Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell® is the facilitator of a peer review rating process. Ratings reflect the anonymous opinions of members of the bar and the judiciary. Martindale-Hubbell® Peer Review Ratings™ fall into two categories – legal ability and general ethical standards.
- Law Firm Info
- Reviews
- Go through email verification, and reviewers must verify their email addresses.
- Can be confirmed and flagged as a verified client by law firms.
- Can be reported and subjected to removal if they violate FindLaw.com's Terms of Service.
Click here to view our Terms of Service.
About WealthPLAN, PC
Practice Areas
- Estate Planning
People
Attorneys
Staff
- Mary K. Doyen, Firm Administrator
- Juliet Gullickson, Paralegal
- Julia Turney, Paralegal
- Kim Landucci, Receptionist & Administrative Assistant
- Sarah Hoppe, Paralegal
Office Information
Address
1960 The AlamedaSuite 185 San Jose, CA 95126
Phone
Offers Free Initial Consultation
Yes
Accepts Credit Cards
Yes
Websites
Other Offices
WealthPLAN, PC 530 Lytton Avenue 2nd Floor Palo Alto, CA 94301 (408) 918-9030
WealthPLAN, PC PBS Building 4695 Chabot Dr. Suite 200 Pleasanton, CA 94588 (408) 918-9030
Published
Articles
- Estate Planning
Estate planning can enable you to protect and build your wealth to provide for your life goals in addition to the future generations of your family. - Probate Administration
Probating a will is a legal process that happens upon the death of an individual. A court determines the legitimacy of a will, and then decides the outcome of the orders as interpreted. - Trust Administration
A trust refers to a person or entity who will assume the responsibilities of the living trust upon a death. Trust administration is the process that occurs after the death of the person. - Income, Estate & Gift Tax Planning
Estate and gift tax planning is especially important for any individual who has assets, including those who have significant assets, or participate in gifting as a means to lower overall estate value and the estate taxes that inevitably follow.
When viewing a listing, consider the state advertising restrictions to which lawyers and law firms must adhere, as well as our FindLaw.com Legal Directory disclaimer. Some lawyers publish comparative information regarding the services that they provide which may be subject to specific comparative communications restrictions.
