WealthPLAN, PC

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1960 The Alameda Ste 185
San Jose, CA 95126
You work hard to provide for your family and improve their quality of life. Now is the time to make sure your legacy is secure no matter what happens in years ahead.Our firm provides comprehensive estate planning solutions that only start with helping you complete your will. For example, we can help make sure your estate avoids probate and estate taxes. We can also help protect your beneficiaries from unscrupulous "friends" looking to steal from the trust, as well as creditor harassment.Estate planning can be confusing for anybody. We encourage you to bring your questions to our initial consultation, so we can give you thoughtful and honest answers. Our attorneys are 100 percent committed to helping you create a customized estate plan.

Reviews

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2.53 reviews
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Dave M.
10/26/2020

I've worked with WealthPLAN and am very satisfied with their services. My parents referred me to the firm. They used WealthPLAN for estate planning and to setup their Trust and wills. Over the...

Michael Z.
5/8/2024

I couldn't even get a returned phone call or email from a direct contact. Seems they have enough business already. I could never recommend a business who can't even do the simplest of things...

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Anjelah Z.
10/9/2020

I called regarding a Trust. I have Met Life Legal Plan through my Tech Company - it took many called over 2-weeks to get a straight answer. First, they said the Trust is not covered, called my...

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