Company Email Format Management

WealthPLAN

Law Practice San Jose, Ca, United States 13 employees

Employees: 13
Contacts: 3
Emails: 3
Phones: 2

wealthplan.com LinkedIn

WealthPLAN Overview

Headquarters: San Jose, Ca, United States
Phone Number: Available in AeroLeads
Website: wealthplan.com
Industry: Law Practice
Employees: 13
Founded: 1996
Company Email: Available in AeroLeads
NAICS: Offices of Lawyers

Keywords

Advanced Planning Tax Planning Estate & Trust Litigation Trust Administration & Probate Estate Planning Business Succession

About 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 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.

WealthPLAN Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

WealthPLAN Org Chart

Sample employees and titles

Name	Title	Location	Contact
Brian Qualls	Estate Planning Attorney	San Francisco Bay Area, United States	Email Phone
Kevin Jentes	Estate Planning, Trust Administration	San Francisco Bay Area, United States	Email Phone
Julia Turney		San Jose, California, United States	Email
Bryan Hicks	Business Development Manager		View