A dedicated estate planning practice built on expertise, integrity, and genuine care for our clients' families.
WealthPLAN, PC was founded in 1996 with a clear purpose: to help families in the San Jose area protect and preserve their wealth through expert legal counsel. From our offices on The Alameda, we've served clients throughout Santa Clara County for nearly three decades.
We've assembled a team of experienced, high-energy, and client-focused professionals who bring deep knowledge to every engagement. In addition to law degrees, our attorneys hold advanced degrees in taxation — providing the specialized expertise that complex estate, trust, and tax matters demand.
Our firm handles all aspects of estate planning, from creating a will to resolving intricate trust, estate, and tax disputes. Whether you're establishing your first plan or navigating a complex probate matter, we bring the same level of dedication and skill to every case.
Family Wealth Preservation
Serving San Jose & Santa Clara County since 1996
The principles and expertise at the heart of every client relationship.
Our attorneys hold advanced degrees in taxation, giving us the depth to handle complex financial structures, tax controversies, and multi-generational planning.
Every plan begins with listening. We take the time to understand your family, your values, and your vision before drafting a single document.
From planning to administration to litigation, we provide comprehensive counsel at every stage — so you never need to start over with a new firm.
A thoughtful approach designed to give you clarity and confidence.
We meet to understand your family, your assets, and what you want your plan to accomplish.
We present a recommended strategy, explain each element, and refine it together until it's right.
We draft, review, and finalize all documents — handling the details so you don't have to.
Life changes, and your plan should too. We stay connected to keep everything current and effective.