San Jose Estate Planning Law Office
WealthPLAN, PC
1960 The Alameda
Suite 185
San Jose, CA 95126
Telephone: 408-918-9030
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Trusted San Jose Estate Planning Attorney
Planning for your family’s future and securing your legacy requires the guidance of a skilled San Jose estate planning attorney. Located in the heart of Silicon Valley, WealthPLAN, PC, provides a comprehensive range of estate planning services tailored to meet the unique needs of Santa Clara County residents and Bay Area families.
Located at 1960 The Alameda Suite 185, our San Jose team can help you protect your assets and interests through strategic estate planning. We understand the specific considerations that affect Silicon Valley professionals, entrepreneurs and families.
Comprehensive Estate Planning Services
The creation of a beneficial estate plan involves more than drafting a will. It is also about creating a complete estate strategy that helps manage and distribute your assets according to your wishes. Some of the key estate planning services we offer in San Jose include several comprehensive approaches to protecting your legacy.
Drafting and managing wills and trusts forms the foundation of most estate plans, allowing you to control how your assets are distributed while potentially reducing tax burdens. Creating durable power of attorney documents for financial and medical decisions protects you and your family during times of incapacity. Advanced tax and asset protection strategies help preserve wealth for future generations, while long-term care planning and guardianship provisions address potential health care needs.
Experienced Probate Administration
Probate can be a challenging and emotional process for bereaved family members, especially when coping with the loss of a loved one. Our San Jose probate lawyer team provides 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 through Santa Clara County probate proceedings.
Strategic Business Succession Planning
If you are a business owner in Silicon Valley or the broader Bay Area, planning for the future of your company is critical. Our attorneys can help you draft a robust business succession plan that protects your company’s value and legacy while addressing the unique challenges facing technology companies and other Silicon Valley businesses.
Contact Our San Jose Office
Our San Jose office is located at 1960 The Alameda Suite 185, San Jose, California 95126. Call us today at 408-918-9030 or contact us through our online contact option to schedule a meeting with one of our knowledgeable estate planning lawyers.