At WealthPLAN, PC, we don't just create wills. We create a comprehensive estate plan that will provide protection for your family's legacy while providing you with peace of mind that your family will be well cared for in the future. Estate planning is a very personal process, and often feels overwhelming. From choosing a guardian for your children to choosing who will inherit your personal property, there are many difficult issues to consider.
That's why we answer your questions, make suggestions and provide guidance through the entire process. At WealthPLAN, PC, we know that a one-size-fits-all approach doesn't work when it comes to estate planning. Instead, we ask questions and listen to your answers. We work hard to completely understand the things that are important to you - your needs, goals and wishes.
Only then are we able to craft a comprehensive estate plan that protects you and your loved ones - and provides you with peace of mind. While other firms need to bring in outside resources to help with challenging cases, our attorneys have the knowledge and experience to handle even the most complex legal issues in-house.
That's why we answer your questions, make suggestions and provide guidance through the entire process. At WealthPLAN, PC, we know that a one-size-fits-all approach doesn't work when it comes to estate planning. Instead, we ask questions and listen to your answers. We work hard to completely understand the things that are important to you - your needs, goals and wishes.
Only then are we able to craft a comprehensive estate plan that protects you and your loved ones - and provides you with peace of mind. While other firms need to bring in outside resources to help with challenging cases, our attorneys have the knowledge and experience to handle even the most complex legal issues in-house.
Services
WealthPLAN, PC is a law practice founded by Francis B. Doyle in 1996.
The driving force behind the creation of our firm was the goal of providing acutely experienced legal services for clients needing a responsive and complete approach to estate planning.
WealthPLAN, PC has assembled a group of experienced, high energy, and client-focused professionals committed to your planning and estate and trust representation needs.
We address all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation.
The driving force behind the creation of our firm was the goal of providing acutely experienced legal services for clients needing a responsive and complete approach to estate planning.
WealthPLAN, PC has assembled a group of experienced, high energy, and client-focused professionals committed to your planning and estate and trust representation needs.
We address all aspects of estate planning, wealth preservation, trust and estate administration, and trust and estate litigation.
At WealthPLAN, PC, we believe in being there for our clients.
We encourage questions and take the time to make sure you are fully aware of your estate planning options.
Our firm is driven to assist you in achieving your dreams and ensuring that your legacy is fulfilled according to your wishes.
Contact WealthPLAN, PC, to discuss how we can help you create an estate plan that reflects your goals.
We encourage questions and take the time to make sure you are fully aware of your estate planning options.
Our firm is driven to assist you in achieving your dreams and ensuring that your legacy is fulfilled according to your wishes.
Contact WealthPLAN, PC, to discuss how we can help you create an estate plan that reflects your goals.
John F. Doyle, as the Principal of WealthPLAN, PC, offers estate planning, trust administration, and estate and trust litigation services in Santa Clara County and surrounding areas.
Mr. Doyle brings over 10 years of litigation experience to the firm as well.
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.
Mr. Doyle brings over 10 years of litigation experience to the firm as well.
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.
As the firm administrator of WealthPLAN, PC, Mary is known as the glue that holds the firm together.
She has extensive human resource experience and business administrative experience, both of which benefit the firm in numerous ways.
Mary is originally from Orange County and has spent over 10 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 possesses a rich backgroud in accounting and office management with a degree in finance.
She has extensive human resource experience and business administrative experience, both of which benefit the firm in numerous ways.
Mary is originally from Orange County and has spent over 10 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 possesses a rich backgroud in accounting and office management with a degree in finance.
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.
Brian has a passion for family wealth transfer that is reflected in his attentiveness to clients and their unique needs, as well as the prompt and thorough service he provides to address those needs.
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.
Brian has a passion for family wealth transfer that is reflected in his attentiveness to clients and their unique needs, as well as the prompt and thorough service he provides to address those needs.
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