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WealthPLAN

Wealth Plan

Law Practice, San Jose, California, United States, 1-10 Employees

wealthplan.com

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Who is WEALTHPLAN

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 f...

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  • San Jose, California, United States Headquarters: San Jose, California, United States
  • 1996 Date Founded: 1996
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $50 Million to $100 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Law Practice

SIC SIC Code: 8111 | NAICS Code: 541110 | Show More

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WealthPLAN Org Chart and Mapping

Employees
Jaylene Rentie

Jaylene Rentie

Customer Service Representative

John Doyle

John Doyle

Partner

Heather Ledgerwood

Heather Ledgerwood

Attorney- Trust & Probate Administration

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Frequently Asked Questions Regarding WealthPLAN

Answer: WealthPLAN's headquarters are located at San Jose, California, United States

Answer: WealthPLAN's phone number is +14*********

Answer: WealthPLAN's official website is https://wealthplan.com

Answer: WealthPLAN's revenue is $50 Million to $100 Million

Answer: WealthPLAN's SIC: 8111

Answer: WealthPLAN's NAICS: 541110

Answer: WealthPLAN has 1-10 employees

Answer: WealthPLAN is in Law Practice

Answer: WealthPLAN contact info: Phone number: +14********* Website: https://wealthplan.com

Answer: 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 decedents 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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