Your family.
Your plan.
Your attorneys.
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. Call us at (408) 320-9980.
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they’re showing signs of decline, someone in their life is making you uneasy, or you’ve realized their documents are outdated — or don’t exist at all.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, or a restraining order.
Welcome to Caplan Wilkinson LLP
We know that thinking about the future—or navigating the legal realities of a recent loss—can feel overwhelming. Located in the heart of the Willow Glen neighborhood in San Jose, our boutique law firm is dedicated exclusively to estate planning, trust administration, probate, and elder law. We serve individuals, couples, and families throughout Santa Clara County and the broader South Bay community.
At Caplan Wilkinson LLP, we believe the law should be accessible, transparent, and tailored to your unique life. Whether you are a young family looking to nominate guardians for your children, retirees ready to update an outdated trust, or a child worried about the safety and well-being of an aging parent, we are here to provide clear, actionable guidance.
Why Choose a Boutique Firm?
When you choose a large, high-volume firm, it is easy to get lost in the shuffle. Our perspective is fundamentally different. Our approach is personal, unhurried, and exceptionally hands-on. When you work with us, you work directly with your attorney—Elizabeth Caplan or Teresa Wilkinson—from the very first conversation through the last signature on your documents. We take the time to learn the nuances of your family dynamics, your financial goals, and your deepest concerns, ensuring your legal protections are as robust as they are personalized.
Get In Touch
Call us at (408) 320-9980 or fill out the form to schedule an appointment.
