Team Profiles

John F Doyle, ESQ


Attorney, John F. Doyle brings to WealthPLAN, PC 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...

Francis B. Doyle (San Jose, California)


Partner and founder of WealthPLAN, PC, 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…


As the office manager of WealthPLAN, PC, 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, PC. 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...


Attorney Brian E. Qualls is our newest addition to our firm. He has been practicing estate planning law for over a decade. He received much of his initial training from the founder of WealthPLAN, Francis Doyle, and went on to work with a couple of mid-sized law firms before ultimately starting his own practice. Over the years, he maintained a relationship with WealthPLAN, which included a referral relationship as well as an Of Counsel relationship. More...

Request an
Initial Consultation

Schedule a time to discuss your goals with the team.