Legacy Planning Law Group

Bill and his team were extremely helpful--technically qualified and great communicators. We have recommended Bill to our family members in the Jacksonville area.

I was a client of MR. O'Leary last year. He made many helpful suggestions in preparing my estate plan and I am completely satisfied that what I have will be divided as I wish. His availability during this time was outstanding. I could not have asked for better service or advice.

“My husband and I met with Bill O'Leary of Legacy Planning Law Group to review our estate planning needs. Mr. O'Leary and his staff welcomed us and made what we consider one of the most important decisions we can make as parents easier. He explained things in easy to understand terms and has helped us to have peace of mind that our family will be taken care of in the future."

I had an extremely positive experience with Bill and his staff. I needed assistance to organize my will and other concerns related to the possibility of my passing or incapacitation. Bill was able to accommodate me on extremely short notice, deftly navigated through the intricacies in my personal situation, and had documents ready to review the next day. His staff was welcoming and went out of their way to help put me at ease. Highly recommended!

Since we retired we’ve known that we should address our estate planning, but something always seemed to be more important. After meeting Bill O’Leary of the Legacy Planning Law Group we decided to work with him on the project. Bill led us through the process in a professional but friendly way and always took time to explain the language and the concepts. He also explained our options so we felt that we were making informed decisions. We are very happy with the end result.

This is to acknowledge the excellent work that Bill O'Leary and his team at Legacy Planning Law Group did for Karen and I on our estate planning. There is no doubt that Bill is an expert on estate law and he ensured that Karen and I are protected and comfortable with both our living wills and health care designates should we need it. I would highly recommend Bill and Legacy Planning law Group for anyone wanting to be put in place a sound estate and health care plan.

Very professional and informative as well as pleasant and welcoming.

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.

I have had some other experiences with attorneys-- William O'Leary is by far the most professional, understanding. attentive, caring attorney I have dealt with. Bill by far is the most repectful and knowledgeable I have seen .

In one reasonable engagement, Bill and his professional associates (particularly Jeanette) efficiently took us from "plan zero" to wills, living wills, durable powers of attorney, healthcare powers of attorney, and HIPPA authorizations, additionally providing some very practical tools such as fiduciary summaries, personal property memoranda, even a record of our computer passwords. The final product is as professional as it gets. Wholeheartedly recommend without reservation whatever.