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Office | San Jose, CA

WealthPLAN, PC

1.0
1 review

1960 The Alameda, Suite185, San Jose, CA 95126, U.S.A.

Estate Planning, Trusts and Estates, Living Trusts and 39 more

MEET OUR TEAM

Principal John Francis
Doyle
, Esq.
Meet all 4 Lawyers

About WealthPLAN, PC

WealthPLAN, PC is a law firm established in 1996 with an office in San Jose, CA. At this office location, there are 4 lawyers practicing estate planning, trusts and estates, living trusts and 39 other areas of law.

Awards

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Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

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Reviews for WealthPLAN, PC

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Overall Rating
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Communication
1.0
Quality of Service
1.0
Responsiveness
1.0
Value for Money
1.0
Elder Law
Posted by Theodore
October 24, 2022
Hired Law Firm

My executor sister was Denys trust accounting for a six year time frame when my father resided at Sunrise Assisted Living with Alzheimer’s. He was provided with six years of medical records that diagnymy dad as having dementia and no capacity for managing his finances. He was not allowed to have cards or cash, yet my executor sister claimed he had mental capacity to prevent beneficiaries from a fair share of tve estate. John Doyle utterly failed and we never received any acc

 

Services

Areas of Law

  • Trusts and Estates 16
    • Estate Planning
    • Living Trusts
    • Contested Trusts and Estates
    • Revocable Living Trust
    • Advanced Estate Planning
    • Trust Administration
    • Guardianship
    • Intentionally Defective Irrevocable Trusts
    • Special Needs Trusts
    • Irrevocable Charitable Trusts
    • Estate Administration
    • Family Wealth Transfer
    • Powers of Attorney
    • Retirement Planning
    • Wealth Planning
    • Wealth Preservation

  • Wills and Probate 4
    • Probate
    • Wills
    • Contested Wills
    • Living Wills
  • Insurance 1
    • Irrevocable Life Insurance Trusts
  • Business Law 6
    • Business Succession Planning
    • Limited Liability Partnerships
    • Limited Partnerships
    • Business Formation
    • Family Business Successions
    • Buy-Sell Agreements
  • Taxation 3
    • Estate and Gift Taxation
    • Tax Controversy
    • Federal Estate and Gift Taxation
  • Litigation 3
    • Trust Litigation
    • Estate Litigation
    • Probate Litigation
  • Elder Law 2
    • Estate Planning for the Elderly
    • Advance Directives
  • Health Care 1
    • Long Term Care
  • Other 4
    • ILITS
    • IDITS
    • IDGTS
    • Self-Cancelling Installment Notes

Office Details

  • Payment Information
    Payment & Cost Features

    Fixed hourly rates
    Fixed fees available

    Accepted Credit Cards

    American Express
    Visa
    Discover
    MasterCard
    Other - Online Payment

  • Firm History
    Year Established

    1996

  • Partnership & Affiliations
    Partnerships

    A California limited liability partnership.

  • Additional Links

    http://www.wealthplan.com

WealthPLAN, PC

1.0
1 review

1960 The Alameda, Suite185San Jose, CA 95126U.S.A.

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