Protect Your Future
A comprehensive estate plan is often a very crucial element for both you and your loved ones. For instance, when created properly, an estate plan can help you and your family identify and meet important financial goals. Estate planning can also help your heirs avoid probate, which can significantly reduce estate taxes in many situations. Above all, estate planning is important because it ensures you are able to pass on what you’ve worked so hard and so long to acquire to your children or charity or any way you as wish.
We understand that estate planning can often seem like an overwhelming task, which is why we’re here to help. We want you to have the peace-of-mind knowing that your beneficiaries, whether minor children, adult children, a surviving spouse, or other loved ones, are not only protected, but also taken care of. Let us help give you answers to your questions, ease your worries, and help you navigate the estate planning process.
Above all, we are committed to helping your family with estate planning. Adult beneficiaries can be protected from outside influences, creditor problems and bad decisions through an estate plan, and minor beneficiaries can have a guardian or conservator named to oversee their needs and finances until they are of legal age. Estate planning can protect your assets, both while you are alive and after your death, and, in general, can prevent discord between family members.
At WealthPLAN, PC we are totally dedicated to the work we do, offering advanced and complex estate planning and estate litigation. We have unparalleled experience in our field and will always go the extra mile for you in an effort to preserve your family wealth.About Us
At WealthPLAN, PC, we care about providing our clients with easy to use resources. Learn more about estate planning.View All Resources
Learn About the Team
WealthPLAN, PC is a law practice dedicated to family wealth preservation, founded in 1996 by Francis B. Doyle. The goal at the time was to provide highly experienced estate planning services for those clients who required a responsive, complete approach to their estate planning needs. Through the years, we have assembled a group of knowledgeable, high-energy, experienced and always client-focused professionals who can fully meet all your estate planning needs. Whether you are concerned about wealth preservation, trust, and estate litigation or trust and estate administration, we can help.Meet the Team
The highly experienced estate planning attorneys at WealthPLAN, PC, have extensive knowledge regarding every aspect of estate planning preparation, administration and litigation. We can prepare a will which reflects your individual circumstances and can be as simple or as complex as necessary. We also specialize in revocable living trusts, durable powers of attorney, powers of appointment, advanced healthcare directives and living wills. The type of estate plan you need is as individual as you are. We understand that every situation is unique and will work hard to prepare an estate plan on your behalf which fully meets your needs now yet can change along with your changing circumstances in life. We make it our goal to communicate with each client in a way that allows them to fully understand their estate planning options and choices, along with the potential consequences of those options and choices.
Estate and Trust Litigation
At WealthPLAN, PC, we understand that while the goal of estate planning is to ensure there will not be a will contest or trust contest, sometimes the unthinkable happens. If you believe you are entitled to contest a will or trust, or you are facing a will contest or trust contest, you could be looking at a long, difficult situation. Particularly in situations where significant wealth is at issue, contests to trusts and wills could be possible, if not probable. Having experienced estate and trust litigation attorneys by your side, explaining the process and helping you navigate the system can be an invaluable asset. The state of California has some of the most complex tax laws in the country, making our exemplary estate planning services even more vital. We have exceptional experience in estate and trust litigation, relevant to our local California clients, most especially landowners and farmers. Our firm sees each and every case as unique, meriting individualized attention. While other estate planning firms may routinely pass off cases which are too complex, we rarely ever encounter an estate planning issue which is beyond our capabilities.
Probate and Trust Administration
Following your death, your loved ones could be facing trust administration for a revocable or irrevocable living trust, or probate for a will. There are a number of issues which are associated with probate and trust administration, many of them complex. You can do many different things while engaging in estate planning to ensure your loved ones are not left to deal with complicated issues which can drag on for months or years. Probating a will does not have to be the nightmare you often hear about, and we can help you set up your will correctly, with an executor who is knowledgeable about California probate laws and will responsibly ensure your will is probated in an efficient manner. Those who die without a will in the state of California are subject to California’s intestate laws—laws which might not distribute your estate in ways you would have chosen. WealthPLAN, PC will help you plan for post-death taxes, the allocation and distribution of assets, fiduciary accounting, irrevocable trust administration and revocable trusts and administration. We fully understand that our clients need to plan for their future to protect heirs who are likely to be in an emotional state following the death of a loved one. Trust administration and probate sends clients our way who have just had a loved one pass away. We are committed to helping these very stressful situations. We help mitigate the natural emotions following the death of a loved one, while outlining a solid game plan.
Advanced Estate Planning
Many of our clients require advanced estate planning, including irrevocable trusts, irrevocable life insurance trusts, special needs trusts, charitable trusts, intentional defective revocable trusts, income, estate and gift tax planning, inter vivos gifting and self-cancelling installment notes. WealthPLAN, PC is one of the few estate planning firms to offer such advanced, complex estate planning in the area, with an unparalleled level of experience in such advanced estate planning issues. With a strong referral network from other attorneys and professionals in the area, we can handle the most advanced estate planning issue you have, efficiently and capably.Our Services
MEET YOUR GOALS
One Plan at a Time
While “conventional” estate planning passes wealth to beneficiaries in an efficient, tax-effective manner, building on our solid foundation of estate planning, WealthPLAN, PC will design and implement wealth management systems which can also benefit you during your life, and which consistently meet your individual needs. Our legal team offers consulting services to executives, family businesses and key corporation employees, working hand-in-hand with other attorneys, accountants, insurance professionals and asset management professionals to achieve your goals and objectives. We also want to assist you in securing your family legacy, preserving your wealth for future generations, and helping you reduce income, gift, estate, generation-skipping and real property taxes.
PREMIER ESTATE PLANNING FIRM
Here to Help
WealthPLAN, PC deeply values honesty and service to our clients. We fully understand that estate planning can be difficult and confusing, and we want to help make it less so. We have supported our staff through continuing education, allowing them to move up to become paralegals and attorneys and paying for staff to attend classes and CLEs. One of our attorneys teaches about estates and trusts at our local law school and our collective level of education, experience and commitment ensures we are not an estate planning “mill.”
We pride ourselves on offering individualized attention to each client while their case is in progress, as well as providing guidance and education when our clients are in a stressful or emotional state. We keep in regular contact with our clients during any given issue as well as regarding changing tax implications or necessary updates to estate plans. Because of the relationships we develop with our clients, we are often looked to as partners for life, standing against the mediocre work produced by less-qualified firms or online services. For all your estate planning needs, contact WealthPLAN, PC today.Contact Us