Your family.
Your plan.
Your attorneys.
Caplan Wilkinson is a boutique estate planning and elder law firm in the Willow Glen neighborhood of San Jose.
When you work with us, you work directly with your attorney — Elizabeth Caplan or Teresa Wilkinson — from the first conversation through the last signature.
Our perspectiveWe help individuals, couples, and families throughout the South Bay plan for the future, settle a loved one’s affairs, and protect aging parents. Our approach is personal, unhurried, and hands-on.
Estate PlanningYou’ve been meaning to get this done.
Maybe you just bought a home, your kids are getting older, or a health scare reminded you that this matters. Whatever brought you here, you’re in the right place. We prepare wills, trusts, powers of attorney, advance directives, guardianship nominations, and other estate planning documents for individuals and families throughout the Bay Area, with flat-fee pricing and no surprises.
Trust Administration & ProbateYou’ve lost someone. Now there’s paperwork.
When a loved one passes, someone has to carry out the terms of their trust or navigate the probate process — often while grieving and without a road map. We guide successor trustees and executors through every step, from gathering assets to distributing the estate, so you can fulfill your responsibilities without feeling lost.
Elder Law & Protective PlanningYou’re worried about a parent.
Maybe they’re showing signs of decline, someone in their life is making you uneasy, or you’ve realized their documents are outdated — or don’t exist at all. We help families assess the situation, put the right legal protections in place, or respond when something has already gone wrong. That can include estate planning, a conservatorship, a restraining order, or even elder abuse litigation.
Get In Touch
Call us at (408) 320-9980 or fill out the form to schedule an appointment.
