WealthPLAN Information

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A law practice dedicated to family wealth preservation. WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. WealthPLAN expedites the settlement of a decedent’s trust and/or estate. Disputes often arise during the administration of a trust or estate and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. WealthPLAN provides comprehensive tax planning and tax controversy representation.

Website	http://www.wealthplan.com
Revenue	$755000
Employees	13 (4 on RocketReach)
Founded	1996
Address	1960 The Alameda Suite 185, San Jose, California 95126, US
Phone	+1 408-918-9030
Technologies	Microsoft Outlook , Microsoft Exchange Online (view technologies)
Industry	Law Practice, Law Firms & Legal Services
Keywords	Estate Planning, Wealth Preservation, Family Wealth, Financial Planning, Wealth Management, Estate Law, Inheritance Tax, Trusts And Estates, Probate, Estate Administration, Legacy Planning, Succession Planning, Tax Planning, Asset Protection, Retirement Planning, Investment Planning, Wealth Transfer, Estate Preservation, Financial Legacy, Family Office
Competitors	Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, Ally, ETRADE Bank c/o ETRADE Financial, LLC, Robinhood, Betterment, Wealthfront, Personal Capital +41 more (view full list)
SIC	SIC Code 811 Companies, SIC Code 8111 Companies, SIC Code 81 Companies
NAICS	NAICS Code 54111 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 5411 Companies

WealthPLAN Questions

What is the annual revenue of WealthPLAN?

The WealthPLAN annual revenue was $755000 in 2026.

Who is the Partner of WealthPLAN?

John Doyle is the Partner of WealthPLAN.

How many people are employed at WealthPLAN?

4 people are employed at WealthPLAN.

Where is WealthPLAN based?

WealthPLAN is based in San Jose, California.

What is the NAICS code for WealthPLAN?

The NAICS codes for WealthPLAN are [54111, 54, 541, 5411].

What is the SIC code for WealthPLAN?

The SIC codes for WealthPLAN are [811, 8111, 81].

Top WealthPLAN Employees

John Doyle

Partner at WealthPLAN

San Jose, CA, US
3
- gmail.com
- mac.com
- wealthplan.com
1
- +1 408-667-XXXX
Kevin Jentes

Associate Attorney at WealthPLAN

California, United States
3
- gmail.com
- hotmail.com
- wealthplanadvisor.com
3
- +1 415-850-XXXX
- +1 650-561-XXXX
- +1 650-257-XXXX
Heather Ledgerwood

Attorney- Trust and Probate Administration at WealthPLAN

Palo Alto, CA, US
4
- aol.com
- gmail.com
- wealthplan.com
- earthlink.net
5
- +1 559-709-XXXX
- +1 408-918-XXXX
- +1 972-351-XXXX
- +1 650-283-XXXX
- +1 580-678-XXXX
Julia Turney

Paralegal at WealthPLAN

San Jose, CA, US
3
- sbcglobal.net
- gmail.com
- wealthplan.com
5+
- +1 408-918-XXXX
- +1 408-723-XXXX
- +1 408-348-XXXX
- +1 408-723-XXXX
- +1 408-386-XXXX
- +1 408-264-XXXX

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