A Law Practice Dedicated to Family Wealth Preservation

General Info

WealthPLAN, PC is a law practice founded by Francis B. Doyle in 1996, with a passionate commitment to client care and client service. Our goal is to provide acutely experienced legal services for clients needing a responsive and complete approach to estate planning. We are guided by the principles of professional conduct which exceed the highest ethical standards of integrity, competency and efficiency. We’ve assembled a group of experienced, high energy, and client-focused professionals committed to your estate planning and trust representation needs. We address all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation. Above all, we’re dedicated to the work we do, helping you make smart, timely choices that reduce the exposure of your estate to taxes and other wealth transfer costs. With our unparalleled experience in our field, we will always go the extra mile for you in an effort to preserve your family wealth.

HoursCLOSED NOW

Regular Hours:

Mon - Fri	8:30 am - 5:00 pm
Sat - Sun	Closed

Contact Info

Phone:

Main - 408-918-9030

Fax - 408-918-9040

Address:

1960 The Alameda Ste 185 San Jose, CA 95126

Email:

Contact Us

Link:

Primary Website

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Categories

Attorneys, Estate Planning, Probate, & Living Trusts, Legal Service Plans

Services / Products

Advanced Estate Planning, Business Planning, Estate Planning, Estate Litigation, Succession Planning, Probate Administration, Tax Controversy, Trust Administration, Trust Litigation

Payment Options

visa, amex, discover, mastercard

Neighborhoods

Rose Garden, Central San Jose