This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
1100 Lincoln Ave #382, San Jose, CA, 95125, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
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
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
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.
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.
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.
Caplan Wilkinson LLP has a 5 star rating with 9 reviews.
Caplan Wilkinson LLP is open now. It will close at 5:00 p.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com