I searched for a highly rated law firm that specialized in wills and estate planning. Several of my neighbors suggested Legacy Planning Law Group. After sitting down with them I realized there was no need to search further. They have been understanding, prompt, informative and very thorough in their advice and services.

When my wife and I relocated from Napa, California to Nocatee, Ponte Vedra, Florida. One of the challenges, is finding a trustworthy, credible, experienced, knowledgeable and highly educated Estate Planning Attorney in the area.

Through a referral from the Office of Catholic Foundation, Inc – St. Augustine Dioceses. We came to know, Legacy Planning Law Group, headed by Attorney Bill O’Leary. Bill has all the criteria we’re looking for from an Estate Panning Attorney. During his presentation on Living Trust/Estate Planning, he made us comfortable by translating the legalese in the preparation of a Living Trust, into a plain “layman terminology”, easy to understand.

Proud and confident, that my wife and I made the right choice to entrust Bill all our estate planning needs.

Maximo & Sylvia

Working with our Financial Advisor recently the subject of a Will came up,
ours was dated 27 September 1982, she recommends that Bill O’Leary’s LEGACY
PLANNING LAW GROUP could help us out. With one short (one hour) meeting
with Bill we were on our way to success.
We signed up for a JOINT REVOCABLE LIVING TRUST, WILLS, LIVING WILLS, HEALTH
CARE POWER OF ATTORNEY, PROTECTED HEALTH INFORMATION, and DURABLE POWER OF
ATTORNEY. All the things we needed to protect our assets and take care of
descendants.
All of these needed the exchange of information, LEGACY was very
accommodating for us, Jeanette (Paralegal) and we did everything via email.
She sent a workbook for gathering information and we sent back the
information via email.
Brittany (Funding Coordinator) lead us through the transferring of assets
into the trust. Again, we accomplished this using email, except signing
letters giving consent to re-title the assets into the name of the trust.
One more meeting (one- and one-half hour) for signing all the documents and
getting the binder book with all information needed to handle our estate.
Bill, Jeanette, Jennifer, and Brittany are very professional, patient,
efficient and extremely knowledgeable. It was a pleasure to work with each
member of this team.
We would recommend that anyone looking for these services that they choose
this LEGACY PLANNING LAW GROUP.
Bob and Darlene Guess

I can't say enough good things about the Legacy Planning Law Group. Earlier this year, I lost my grandma and uncle in the span of 3 weeks and was left as the executor on both estates. It was a complicated, stressful, and emotional situation and the whole staff at Legacy Planning Law Group made it as easy and seamless as possible. Jeanette has been incredible and always gets back to me within a few hours, something I've never experienced with other law firms before.

Overall, I found everyone I've dealt with to be extremely fair, sensitive, well informed, and efficient. Their rates are also very reasonable considering they make themselves available to you for any and all related questions and issus. Thank you all so very much!!

Legacy Planning Law Group, turned our uncertainty and fear into a strategic plan. This has given us the confidence to know that we can save our life-long assets and still qualify for Medicaid should that occur. All within the law and without the nuclear option of divorcing (after 33 years) just to try to protect or divert assets ownership.

There is a lot of bad advice out there. Don’t try any of this without professionals like Bill and Jennifer. When I came in to meet, Jennifer calmly and astutely made my worse fears disappear. My follow-up plan that I purchased was nothing short of amazing.

Florida laws for Probate, Medicare, Medicaid, Guardianship, Powers of Attorney, Trusts, Wills….are all overwhelming to try to understand. I highly recommend Legacy Planning Law Group to navigate all of it for me!

We had a very pleasant experience working with Legacy Planning Law Group. We were made to feel welcome from the first moment we walked in the door. The attention we received was very personal, not what one would necessarily expect from attorneys. Not only did we feel welcomed, but the advice and follow through which we received was first rate. We would highly recommend Legacy Planning Law Group.

Thank you to the excellent team at Legacy Planning Law Group for taking care of all of my estate planning needs. They made the process smooth and efficient. I highly recommend them to help with this incredibly complex issue we all need to deal with. Thank you!

My end-of-life directives all needed to be updated and I was referred to Bill O'Leary at Legacy Planning Law Group. I found Bill and his team to be competent, efficient and most helpful. I really appreciated the fact that I felt "listened to" regarding my concerns. Excellent experience!

An attorneys office with quick and responsive administrative staff and access to an attorney with a wealth of information! Highly recommended.

As a result of having to deal with the recent loss of my mother and the many complexities of setting her estate, even with a will, I chose to engage Legacy Planning Law Group to develop my estate documents. My goal is to hopefully simplify this process for my friends and family, when my time comes and I became either incapacitated or worse. Bill and his team have thus far been helpful and forthcoming in their responses to my many questions and concerns. Keep up the good work guys!

Would not consider taking a retaining fee. Wanted all monies upfront without completing a bit of work. Not someone I would want to work with. We offered to pay half and make installments as we saw work being rendered. Received a big fat No....and that was the end of our relationship. Noting they never returned our initial inquiry!!!! We had to tall them back lol

My wife and I were new to Florida and needed to do estate planning.
Bill O'Leary of the Legacy Planning Law Group was great to deal with.
He was professional, informative and very responsive to our requests
for information and needs. We were very satisfied with the final estate plan the developed for us.

Bill is a consummate professional. He listens well, empathizes, and creatively works to find the best solution. Highly recommend!

Fantastic group of people! Very professional and help me and my family tremendously! I wish to thank them for their tremendous service! Well done many kudos!

My dad’s passing was a difficult time when our family needed someone trustworthy for guidance in estate, health care and business legal planning. Bill O’Leary made it much easier for my mom by walking her through a comprehensive plan in terms she could easily understand and patiently answering all of her questions. Bill also prepared essential health care legal documents for our children recently entering adulthood in case of future important medical decisions. I really appreciate the peace of mind knowing that all our family’s legal needs are being properly addressed in these various life stages.

After relocating to FL from another state, I needed to update my will and
other documents. William O' Leary of the Legacy Planning Law Group
satisfied all my needs in an efficient, common sense process. He is a good
communicator and supported by a friendly, helpful staff. I now have peace
of mind that my son will have all the legal documents and record of my
wishes at his fingertips. I recommend everyone to take steps to protect
their future.

Bill came highly recommended from a colleague. I appreciated how knowledgeable he was and how he made the process comfortable and easy to understand. His warm and welcoming personality made difficult topics easy to discuss. I highly recommend Bill to anyone looking for estate planning assistance.

"Bill O’Leary and the Legacy Planning Law Group were recommended to us by our financial advisor to prepare our family trust and health directives. Bill took us step-by-step through the entire process, explaining everything in layman’s terms that we could understand. Bill and Jeannette listened carefully to our concerns, answered all our questions and then developed a program tailored to our specific needs. Their professionalism and frequent follow-up put us at ease with the entire process. My wife and I would highly recommend Bill and his Team to anyone needing legal advice about preparing a will or trust."

My wife and I met with Bill O’Leary and his staff to conduct a review of the estate plans we had developed about 10 years ago. Bill provided us with great insight and understanding into how the estate laws have changed over the years and how our estate plans needed to change to meet our desired intentions. During the process of rewriting our estate plans, the entire staff was extremely friendly, courteous and professional. As we have learned, even if you have an estate plan already in place, we would recommend having Bill review it as he can invariably make it better.

We recently had to deal with the Estates for three close relatives. We experienced a tremendous amount of red tape and confusion in getting all the details addressed. We learned that the best gift we could give our children was to eliminate as much the complication in closing our affairs as possible. William's team at Legacy Planning Law Group we most helpful in setting up our trust. They shared their experience with us and made certain we had the information we needed to ensure that what we wanted for our children was put in place. We feel very confident that we made the correct choice for the job.

Don Richetti

The knowledge shown by Legacy Planning Law Group far surpassed my expectations for the Gun Trust that was put together for me. Bill O'Leary and his team were very professional in the execution of the trust, and made the process painless.

We worked with Bill and his team recently to do our estate planning. We found everyone at his office to be professional, patient, efficient, and extremely knowledgeable. This is generally a high stress process, but they made it painless for us to put our affairs in order. Bill helped us think about things that would not necessarily have been on our radar, for which we are so appreciative. His advice about creating a revokable trust was invaluable for us, for tax purposes.

We are so relieved to have completed this process. One less thing to worry about!

The place to go for courteous and professional help.

It's nice to find such compassionate people in this line of work.

The staff in this law office really go out of their way to be helpful and courteous. In addition to the lawyers the office staff supported me by taking her time to find appropriate resources that I need and forwarding the online links to me. She made it very simple and accessible. Exceptional service all around!

Bill O'Leary and his team at Legacy Planning Law Group are doing great work in the Jacksonville area. Bill is easily accessible and goes out of his way to explain things to you so that you understand what you need and what you're getting.

Mr. O'Leary and the Legacy Planning Law Group were recommended to us by our financial adviser. We used their services to update our legal affairs and were completely satisfied. Their service was friendly, professional and extremely thorough. We give them a five-star rating!