Team Profiles

Francis B. Doyle (San Jose, California)


Partner and founder of WealthPLAN, Frank Doyle brings over 35 years of legal experience in tax, estate planning, probate and trust administration and litigation. He is certified by the California State Bar as a specialist in both Taxation Law and in Probate, Estate Planning and Trust Law. More…

John F Doyle, ESQ


Attorney, John F. Doyle brings to WealthPLAN over five years of litigation experience. Prior to joining WealthPLAN, Mr. Doyle worked at a mid-sized litigation firm in Sacramento. Mr. Doyle earned his J.D. from the University of the Pacific, McGeorge School of Law, in 2009 and his undergraduate from Loyola Marymount University in 2003. Before attending McGeorge School of Law, Mr. Doyle worked as a fund accountant for a custodial bank. He is a member of the Santa Clara County Bar Association and the Silicon Valley Bar Association. More...

Attorney Heather Ledgerwood


Attorney Heather Ledgerwood is an accomplished estate and trust administration lawyer, who is also highly experienced in handling various tax law matters. Graduating from U.C. San Diego with her B.A. in psychology, she went on to receive her J.D. from Golden Gate School of Law. In addition, during her time there, she received an L.L.M. in Taxation and Estate Planning. Focusing mainly on handling stale trusts, she is adept at dealing with all types of legal matters related to estate planning, tax law and trust administration. More...

Nicole Takemoto


Since she began her legal career in 2008, Attorney Nicole Ramos Takemoto has been practicing estate planning and estate administration. She is skilled in preparing all necessary documents and has worked with a diverse range of clients in all types of cases, including complext trust administration and probate. She received her B.A. in Legal Studies from U.C. Santa Cruz and her J.D. from Golden Gate University, School of Law. She also has an LL.M. in Taxation with honors from the same. More...

Jared J. Weinman

Jared has practiced in the areas of tax, nonprofit, corporate and estate planning since graduating from UCLA School of Law in 2012. His experience includes advising clients on nonprofit formation and tax-exemption, corporate formation and governance, tax planning and controversy, and basic and complex estate planning. More...


As the office manager of WealthPLAN, Mary is known as the glue that holds the firm together. She has extensive HR and administrative experience, both of which benefit the firm in numerous ways. Mary is originally from Orange County and has spent over eight years actively involved in the legal field. Previously working as a freelance tax consultant, Mary split her time between clients on the East Coast and here in Silicon Valley.

Mary possess a rich background in accounting and office management. Her experience spans 15 years and is vital for the daily operations of WealthPLAN. More...

Request an
Initial Consultation

Schedule a time to discuss your goals with our team.