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.
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WealthPLAN Questions
The WealthPLAN annual revenue was $755000 in 2026.
John Doyle is the Partner of WealthPLAN.
4 people are employed at WealthPLAN.
WealthPLAN is based in San Jose, California.
The NAICS codes for WealthPLAN are [54111, 54, 5411, 541].
The SIC codes for WealthPLAN are [8111, 81, 811].
Top WealthPLAN Employees
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John Doyle
Partner at WealthPLAN
San Jose, CA, US31 -
Kevin Jentes
Associate Attorney at WealthPLAN
California, United States33 -
45
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Julia Turney
Paralegal at WealthPLAN
San Jose, CA, US35+
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