WealthPLAN PC | Family Wealth Preservation

Start On Your Estate Plan Today 408-918-9030

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  • About
  • Our Team
    • John F. Doyle Esq.
    • Kevin L. Jentes Esq.
    • Brian E. Qualls Esq.
    • Francis Burton Doyle, In Memoriam
    • Sarah Hoppe
    • Julia Turney
    • Kim Landucci
  • Services
    • Estate Planning
    • Estate Planning FAQs
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
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    • Blog
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WealthPLAN PC | Family Wealth Preservation

  408-918-9030

  • Home
  • About
  • Our Team
    • John F. Doyle Esq.
    • Kevin L. Jentes Esq.
    • Brian E. Qualls Esq.
    • Francis Burton Doyle, In Memoriam
    • Sarah Hoppe
    • Julia Turney
    • Kim Landucci
  • Services
    • Estate Planning
    • Estate Planning FAQs
    • Estate & Trust Litigation
    • Probate & Trust Administration
    • Advanced Estate Planning
    • Business Succession Planning
    • Tax Controversy
  • Resources
    • Blog
    • Bill Payment
  • Contact

Get Started On Your Estate Planning And Peace Of Mind Today

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Our Services

At WealthPLAN, PC, we believe in being there for our clients. We encourage questions and take the time to make sure you are fully aware of your estate planning options. Learn more about the estate planning services we provide by accessing the pages below:

  • Estate Planning
    • Wills
    • Revocable Living Trusts
    • Durable Power Of Attorney For Property
    • Power Of Appointment
    • Advance Health Care Directives/Living Wills
  • Estate & Trust Litigation
    • Will Contest
  • Probate & Trust Administration
    • Probating A Will
    • Intestate Succession
    • Nonprobate Transfers
  • Advanced Estate Planning
    • Income, Estate & Gift Tax Planning
    • Inter Vivos Gifting
    • Self-Cancelling Installment Notes
    • Irrevocable Life Insurance Trusts (ILITs)
    • Special Needs Trust
    • Irrevocable Charitable Trusts (CRATs/CRUTs/CLATs/CLUTs)
    • Intentionally Defective Revocable Trusts (IDITs/IDGTs)
    • Irrevocable Trusts
  • Business & Succession Planning
    • Choice Of Entities
    • Limited Liability Company
    • Partnerships & Limited Partnerships
    • Community Property
  • Tax Controversy
    • IRS Examinations & Audits
    • Estate Tax Examination & Audits
    • Gift Tax Examination & Audits

Our firm is driven to assist you in achieving your dreams and ensuring that your legacy is fulfilled according to your wishes. Contact WealthPLAN, PC, to discuss how we can help you create an estate plan that reflects your goals. Call 408-918-9030. 

Services

  • Estate Planning
    • Estate Planning FAQs
    • Wills
    • Revocable Living Trusts
    • Durable Power Of Attorney
    • Power Of Appointment
    • Advanced Health Care Directives
  • Estate & Trust Litigation
    • Will Contest
  • Probate & Trust Administration
    • Probating a Will
    • Intestate Succession
    • Nonprobate Transfers
  • Advanced Estate Planning
    • Income & Gift Tax
    • Inter Vivos Gifting
    • Self-Canceling Installment Notes
    • Irrevocable Life Insurance Trusts
    • Special Needs Trusts
    • Irrevocable Charitable Trusts
    • Intentionally Defective Irrevocable Trusts
    • Irrevocable Trusts
  • Business Succession Planning
    • Choice Of Entities
    • Limited Liability
    • Partnerships
    • Community Property
  • Tax Controversy
    • IRS Examinations & Audits

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.

Protect Your Family’s Legacy

WealthPLAN PC | Family Wealth Preservation

Call Today: 408-918-9030

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San Jose Office

1960 The Alameda
Suite 185
San Jose, CA 95126

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Palo Alto Office

By Appointment Only
530 Lytton Avenue
2nd Floor
Palo Alto, CA 94301

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Pleasanton Office

By Appointment Only
4695 Chabot Dr.
Suite 200
Pleasanton, CA 94588

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