WealthPLAN, PC

We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Email:WealthPLAN, PC

Web Site: http://www.wealthplan.com

Phone: 877-563-2554

Fax: 408-918-9040

Address: 1960 The Alameda, Suite185, San-jose, CA 95126

Fee: Fixed Hourly Rates
Fixed Fees Available
Accepts Major Credit Cards

  • Other - Online Payment

Business Hour: Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only

Attorneys in Firm: 9

Establish Year: 1996

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Lawyers in WealthPLAN, PC

Practice Area: Estate Planning, Trusts and Estates, Living Trusts, Contested Trusts and Estates, Probate, Revocable Living Trust, Irrevocable Life Insurance Trusts, ILITS, Advanced Estate Planning, Business Succession Planning, Estate and Gift Taxation, Trust Litigation, Trust Administration, Guardianship, Elder Law, Tax Controversy, Intentionally Defective Irrevocable Trusts, IDITS, IDGTS, Special Needs Trusts, Irrevocable Charitable Trusts, Wills, Contested Wills, Living Wills, Estate Litigation, Estate Administration, Family Wealth Transfer, Powers of Attorney, Retirement Planning, Wealth Planning, Wealth Preservation, Probate Litigation, Limited Liability Partnerships, Limited Partnerships, Business Formation, Federal Estate and Gift Taxation, Estate Planning for the Elderly, Long Term Care, Advance Directives, Self-Cancelling Installment Notes, Family Business Successions, Buy-Sell Agreements

About: We are here because of our clients. We focus our practice on all aspects of the trusts, estates and tax arena so that we can offer our clients the most knowledgeable and highly specialized representation available.

Former Firm Names: We are proud to continue serving clients under our established name.

Clients: Our clients value our commitment to privacy and professionalism.

Other Office Locations: We offer remote legal services and assist clients anywhere.

References: References are shared directly with clients to ensure confidentiality.

Team Members

FAQ

Frequently Asked Questions
Q: Where is the law firm located?
A: The law firm is located at 1960 The Alameda, Suite185, San-jose, CA 95126.

Q: What are the law firm's practice areas?
A: The firm specializes in Estate Planning, Trusts and Estates, Living Trusts, Contested Trusts and Estates, Probate, Revocable Living Trust, Irrevocable Life Insurance Trusts, ILITS, Advanced Estate Planning, Business Succession Planning, Estate and Gift Taxation, Trust Litigation, Trust Administration, Guardianship, Elder Law, Tax Controversy, Intentionally Defective Irrevocable Trusts, IDITS, IDGTS, Special Needs Trusts, Irrevocable Charitable Trusts, Wills, Contested Wills, Living Wills, Estate Litigation, Estate Administration, Family Wealth Transfer, Powers of Attorney, Retirement Planning, Wealth Planning, Wealth Preservation, Probate Litigation, Limited Liability Partnerships, Limited Partnerships, Business Formation, Federal Estate and Gift Taxation, Estate Planning for the Elderly, Long Term Care, Advance Directives, Self-Cancelling Installment Notes, Family Business Successions, Buy-Sell Agreements.

Q: Does the law firm offer free consultations?
A: Yes, the law firm offers a 30-minute free consultation for new clients. Policy might change at any time, please contact us by email to verify in writing.

Q: What are the law firm’s hours of operation?
A: Its opening hours are Monday: By Appointment Only
Tuesday: By Appointment Only
Wednesday: By Appointment Only
Thursday: By Appointment Only
Friday: By Appointment Only
.Operating hours may change and can be affected by holidays. Please call 877-563-2554 to make an appointment.

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