Business Details
We are WealthPLAN, PC, a dedicated estate planning firm serving families throughout San Jose and Santa Clara County since 1996. With nearly three decades of specialized experience, we bring deep legal knowledge to every engagement, addressing the most complex estate and trust matters our clients face. Our team consists of experienced, high-energy, and client-focused professionals committed to providing expert representation. We handle every phase of wealth preservation, from initial estate planning to intricate trust, estate, and tax litigation. Every plan we build begins with listening, ensuring we fully understand your family dynamics, values, and financial goals before drafting a single document.
Our attorneys possess the specialized expertise required to navigate multi-generational planning and complex financial structures. We maintain a full-service practice, so our clients never need to start over with a new firm as their needs evolve. Life changes constantly, and we stay connected with our clients to keep their plans current and effective. We hold ourselves to the highest professional standards, combining integrity with genuine care for the families we serve. Our commitment to client satisfaction is reflected in our thorough discovery, design, execution, and maintenance process. Trust us to provide the clarity and confidence you need to protect what matters most.
Our attorneys possess the specialized expertise required to navigate multi-generational planning and complex financial structures. We maintain a full-service practice, so our clients never need to start over with a new firm as their needs evolve. Life changes constantly, and we stay connected with our clients to keep their plans current and effective. We hold ourselves to the highest professional standards, combining integrity with genuine care for the families we serve. Our commitment to client satisfaction is reflected in our thorough discovery, design, execution, and maintenance process. Trust us to provide the clarity and confidence you need to protect what matters most.
Highlights and features
- We have served San Jose and Santa Clara County families since 1996.
- We bring deep knowledge to complex multi-generational financial structures.
- We provide comprehensive counsel from planning through litigation.
- We begin every plan by listening to your family's unique values.
- We stay connected to keep your estate plan current and effective.
Services
Estate Planning
We craft wills, revocable living trusts, powers of attorney, and healthcare directives tailored to your family's specific needs. Our estate planning services target individuals and families seeking to protect their assets and plan for the future. Clients benefit from our nearly three decades of legal experience and our commitment to understanding their unique family dynamics.
Trust & Probate Administration
We provide efficient guidance through trust administration and probate proceedings for families navigating complex post-death legal matters. Our services target families and trustees managing estate assets after the loss of a loved one. Clients benefit from reduced administrative complexity and stress during difficult transitions.
Estate & Trust Litigation
We resolve intricate trust, estate, and tax disputes through skilled negotiation and courtroom litigation when necessary. Our litigation services target beneficiaries, trustees, and executors facing contested estate matters. Clients benefit from our assertive representation and deep understanding of California estate and tax law.
