Trusted Palo Alto Estate Planning Attorneys

Planning for your family’s future and securing your legacy requires the guidance of a skilled Palo Alto estate planning attorney.

Located in the heart of Santa Clara County, WealthPLAN, PC, provides a comprehensive range of estate planning services tailored to meet your needs. Whether you’re creating a will, establishing trusts or navigating the complexities of business succession, our San Jose team can help you protect your assets and interests.

Tailored Estate Planning Solutions

The creation of a beneficial estate plan involves more than drafting a will. It is also about creating a complete estate strategy that helps ensure your assets are managed and distributed according to your wishes. Some of the key estate planning services we offer in Palo Alto include :

  • Drafting and managing wills and trusts
  • Creating durable powers of attorney for financial and medical decisions
  • Advanced tax and asset protection strategies
  • Long-term care planning and guardianship provisions

With our team’s knowledge and experience, we can create an estate plan that reflects your unique circumstances and long-term goals.

Guiding You Through Probate

Probate can be a challenging and emotional process for bereaved family members, especially when coping with the loss of a loved one. Our Palo Alto probate lawyers provide clear and compassionate guidance to make the process as seamless as possible. From filing legal documents and managing court requirements to resolving disputes among heirs, we are here to help you every step of the way.

Comprehensive Business Succession Planning

If you are a business owner, planning for the future of your company is essential. Our attorneys can help you draft a robust business succession plan that protects your company’s value and legacy. Some of our succession planning services include:

  • Identifying successors and preparing them for leadership roles
  • Developing strategies to minimize tax liabilities
  • Updating partnership and operating agreements
  • Facilitating a seamless ownership transition

We aim to ensure your business achieves continued success.

Schedule An Appointment Today

Our Palo Alto office is located at 530 Lytton Avenue, 2nd Floor, Palo Alto, CA 94301(consultations are available by appointment only).

Call us today at 408-918-9030 or contact us online to schedule a meeting with one of our knowledgeable team members. From wills and trusts to probate and business succession, we are here to guide you every step of the way.