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…

Jean Claude B. Mallein


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...

Jean Claude B. Mallein


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...

Jean Claude B. Mallein


Paralegal and co-founder of WealthPLAN, Mary Beth Ancona has worked in the estate planning field her entire career and as the estate planning drafting/implementation paralegal for Frank Doyle for nearly twenty years. As co-founder of WealthPLAN, she brings a keen understanding of the importance of client relationships and a strong commitment toward implementing the WealthPLAN philosophy.

At WealthPLAN, Mary Beth is responsible for establishing and meeting deadlines, drafting the recommended documents, forming legal entities, and coordinating with other professionals on the project. More…

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