Wealthplan
A law practice dedicated to family wealth preservation. WealthPLAN combines traditional estate planning with wealth preservation techniques to preserve your wealth for your lifetime and for future generations. WealthPLAN expedites the settlement of a decedent’s trust and/or estate. Disputes often arise during the administration of a trust or estate and effective resolution demands legal counsel with significant experience in this highly specialized area of the law. WealthPLAN provides comprehensive tax planning and tax controversy representation.
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Verified contacts
5
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LinkedIn employees
13
1 to 10 range
Open roles
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Distinct roles
5
indexed titles
Tech stack
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tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- JD
John Doyle
Partner · Legal
EmailPhone - BQ
Brian Qualls
of Counsel · Legal
EmailPhone - HL
Heather Ledgerwood
Attorney- Trust & Probate Administration · Legal
EmailPhone - JR
Jaylene Rentie
Customer Service Representative · Customer/Client Service
EmailPhone - KJ
Kevin Jentes
Associate Attorney · Legal
EmailPhone
Showing 5 of 5 verified contacts
Top roles at Wealthplan
5 distinct titles indexed · top 5 shown.
- 1associate attorney
- 1attorney- trust & probate administration
- 1customer service representative
- 1of counsel
- 1partner
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