WealthPLAN, PC - Pleasanton, CA

Overview

Accepting clients by appointment only at their law office in Pleasanton, California, the attorneys at WealthPLAN, PC, offer a full range of effective estate planning services to help you protect yourself, your wealth and your loved ones for the future.

Founded in San Jose in 1996, the law firm has grown to include three law offices in the region, and it has become one of the area's premier legal practices for those facing legal challenges involving:

• Estate planning
• Estate and trust litigation
• Probate and trust administration
• Advanced estate planning
• Business entity formation and succession planning
• Tax controversies and tax planning

Backed by their decades of combined legal experience, the firm's attorneys will work closely with you to help you achieve your goals and ensure that your final wishes are met. No matter how complex your needs, you can expect to receive highly personalized counsel and dedicated support throughout all legal proceedings. They are fully prepared to help you make the best-informed decisions on matters that will affect you and your family for years to come.

In recognition of their outstanding professionalism and service, the attorneys have earned AV Preeminent peer review ratings* from Martindale-Hubbell along with listings in the Bar Registry of Preeminent Lawyers each year since 2016. Moreover, they have received numerous other accolades from their peers as well as many positive testimonials and referrals from their satisfied clients.

Whether you need a simple will, a complex trust or a dedicated legal advocate to help you administer an estate or represent you regarding any related disputes, you can schedule an appointment for a free initial consultation by calling WealthPLAN, PC, or visiting its website.

*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.