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WealthPLAN, PC - San Jose, CA

1960 The AlamedaSuite 185 San Jose, CA 95126

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Super Lawyers®

1

Free Consultation

Updated: 06/02/2021

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...

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

Offers Free Initial Consultation

Yes

Accepts Credit Cards

Yes

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

Video & Photo

Photo

Achievements

Lawyers at WealthPLAN, PC selected for a Super Lawyers® list

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.

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Firm Address

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1960 The AlamedaSuite 185 San Jose, CA 95126

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