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Caplan Wilkinson LLP

5.0

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Location details

1100 Lincoln Ave #382, San Jose, CA, 95125, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
5.09 reviews
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Tracy Powers's profile image
Tracy Powers 
3 days ago

This is not only a five star review for Caplan Wilkinson, but a PSA for anyone who does not have their affairs/family trust documents in order. Let’s face it, no one likes to think or talk about these things…especially when you are relatively young and healthy. The other deterrent is, of course, thinking about the related expenses when it seems like there are so many other pressing budget items. Even though my husband and I don’t have children, certain life events made us realize it was high time to put our affairs in order.... read more

Asha Singh's profile image
Asha Singh 
2 years ago

We had a great, professional, and affordable experience with Caplan Wilkinson LLP who resolved our family trust issues due to passing of our late beloved father. We highly recommend Teresa Wilkinson for any estate/trust/will planning/resolving work. She spent time studying and understanding my parents trust and will documents that were well over 30 years old as well as from another state. What stands out about working with Teresa are her patience, trustworthiness, and thoroughness. Teresa was extremely thorough during our in... read more

Mimi Niemiller's profile image
Mimi Niemiller 
2 years ago

I had the opportunity to work with Teresa on estate planning. Teresa did an exceptional job leading me through the process and making everything understandable and straight forward. Where there were choices to be made, she made sure I understood the options and the implications of my choices. Teresa responded promptly to questions and met every deadline she set. I enjoyed working with her and have no hesitation recommending her to my friends and family. 

Phil Spuhler's profile image
Phil Spuhler 
2 years ago

We engaged Caplan Wilkinson's services to create our family trust. Unlike many other estate planning firms that often follow a standardized and high-volume approach, Caplan Wilkinson offered a tailored service at an affordable cost. We enthusiastically referred Caplan Wilkinson to both our family members and friends, and they've also had a great experience. 

Phil Spuhler's profile image
Phil Spuhler 
2 years ago

We engaged Caplan Wilkinson's services to create our family trust. Unlike many other estate planning firms that often follow a standardized and high-volume approach, Caplan Wilkinson offered a tailored service at an affordable cost. We enthusiastically referred Caplan Wilkinson to both our family members and friends, and they've also had a great experience. 

Frequently asked questions about Caplan Wilkinson LLP

How is Caplan Wilkinson LLP rated?

Caplan Wilkinson LLP has a 5 star rating with 9 reviews. 

When is Caplan Wilkinson LLP open?

Caplan Wilkinson LLP is open now. It will close at 5:00 p.m. 

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