Providing Peace of Mind for Families
At WealthPLAN, PC, we don’t just create wills. We create a comprehensive estate plan that will provide protection for your family’s legacy while providing you with peace of mind that your family will be well cared for in the future.
Helping You Make Smart Choices
Estate planning is a very personal process, and often feels overwhelming. From choosing a guardian for your children to choosing who will inherit your personal property, there are many difficult issues to consider.
That’s why we answer your questions, make suggestions and provide guidance through the entire process.
Estate Planning
Estate & Trust Litigation
Probate & Trust Administration
Advanced Estate Planning
Business & Succession Planning
Tax Controversy
It’s More Than Just a Will
At WealthPLAN, PC, we know that a one-size-fits-all approach doesn’t work when it comes to estate planning. Instead, we ask questions and listen to your answers. We work hard to completely understand the things that are important to you – your needs, goals and wishes.
Only then are we able to craft a comprehensive estate plan that protects you and your loved ones – and provides you with peace of mind.
Serving San Jose and Surrounding Areas
Guiding You Through Complex Legal Matters
While other firms need to bring in outside resources to help with challenging cases, our attorneys have the knowledge and experience to handle even the most complex legal issues in-house. In addition to estate planning, our core practice areas include trust and probate administration, estate and trust litigation, business succession planning and tax controversy issues.
Committed to Our Clients
For over 20 years, WealthPLAN, PC has served our clients and our community with unwavering dedication and integrity. We are committed to:
- Responding to your inquiries promptly.
- Meeting client deadlines and delivering on time.
- Encouraging and answering all client questions.
- Analyzing all options so that our recommendations are the best solutions for you.
- Helping you make smart, timely choices for you and your family.
At WealthPLAN, PC, we will help you create an estate plan that protects and preserves your family legacy – and that provides you with peace of mind.