WealthPLAN, PC

Ted Ostroff 

on Google

a year ago

John Doyle esq represented me as I attempted to get a proper account of my father’s estate after my sister had misused trust funds for her own benefit while executor . My experience with this firm was that they placed a low priority on my case despite the many tens of thousands in fees charged at a premium hourly rate. I wish I’d chosen any other trust attorney to represent my claim besides John Doyle. He clearly had bigger fish to fry with his thriving practice which was life altering for me in the end. Huge regret! 

Miriam cruz 

on Google

4 years ago

If you are looking for Estate Attorneys that are professional and highly knowledgeable, the WealthPlan is the place to go. The attorneys and Paralegals go above and beyond for their clients. Recently, they helped one of my probate real estate clients with her probate matter and I was so impressed and extremely grateful for the way they guided her and communicated with all of us. Every time that we reached out, the staff at WealthPlan responded and provided answers to our questions. I absolutely recommend them. They are the b... read more

Angela P 

on Google

5 years ago

I called regarding a Trust. I have Met Life Legal Plan through my Tech Company - it took many called over 2-weeks to get a straight answer. First time I called, WealthPlan said the Trust is not covered. I called MetLife, and it is. I called WealthPlan once again. It took a week to know that it's not covered to do a Trust that I would benefit from (my parents). Appears to be a professional firm, but to get a straight answer was a long, drawn-out process. My sister is looking for a firm to have on retainer to represent her Cor... read more