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.
Hi there!
Be the first to review!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

More Business Info

A Law Practice Dedicated to Family Wealth Preservation

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 408-918-9040

Services/Products
  • Advanced Estate Planning
  • Business Planning
  • Estate Planning
  • Estate Litigation
  • Succession Planning
  • Probate Administration
  • Tax Controversy
  • Trust Administration
  • Trust Litigation
Payment method
visa, amex, discover, mastercard
Neighborhoods
Rose Garden, Central San Jose
Categories
Attorneys, Estate Planning, Probate, & Living Trusts, Legal Service Plans
Provided by