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Client Success Stories

“Great experience with Legacy Planning. They were able to help us design, and more importantly, manage our plan. We are so happy with the results.”

Tim Cronin

“Mr. O’Leary and his team were very knowledgeable, professional, and welcoming. They followed through in a timely manner and answered all of our questions. It was a pleasure working with Legacy Planning Law Group.”

Brenda Confer

“Very pleased with Legacy Planning Law Group. Love the relaxed friendly atmosphere, the attentiveness from each team member and especially appreciate the complete and detailed accuracy given to each document we chose. “

Jennifer Losco

“Believe me when I say, everyone in this company is the best! They have been life savers when it came to taking care of my parents’ trust. They went above and beyond to help me whenever I asked!! I couldn’t be happier!!! THANK YOU ALL!!!”

Donna Ford

“It was a pleasure working with Bill O’Leary and his team. They are very experienced, professional, and were very efficient at assisting us in gathering our information and creating a personalized plan for us. I am very grateful, and I highly recommend the Legacy Planning Law Group for your estate planning needs.”

Monica Salamon

“Bill and the staff at Legacy Planning Law Group are fantastic! Each piece of your estate plan is thoroughly explained and customized for your individual needs. I would highly recommend all friends and family to this law group.”

Chris Herms

“Bill and his team at Legacy Planning Law Group have been fantastic to work with. Amazing knowledge and very thorough in explaining the process all the way through signing. Great comfort knowing they are available beyond as needed. Very highly recommend!”

August Wossner

“My experience with Legacy Planning Law group was great! The team delivered exceptional service in a timely manner. I would definitely recommend Legacy to family and friends experiencing probate issues.”

Bruce Epps
Latest Blog News
Jacksonville estate planning attorney guides estate planning in retirement

Updating Your Estate Plan After Retirement

Retirement brings significant changes that require careful updates to your estate plan. From reviewing beneficiaries to planning for healthcare and managing financial distributions, aligning your plan with your new circumstances ensures peace of mind. A trusted estate planning attorney can help protect your assets and loved ones effectively.
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A Jacksonville trust attorney can create a Medicaid Planning Trust for you

How Medicaid Planning Trusts Protect Assets

A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly with an experienced trust attorney.
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Jacksonville trust attorney helps create pet trusts

Pet Trusts Can Protect Your Pets after You’re Gone

A pet trust legally ensures that pets receive care if owners pass away or become incapacitated, providing structured instructions and funding for long-term pet welfare.
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Jacksonville business planning attorney helps business owners protect their business and themselves

How Business Owners Protect Themselves with Estate Planning

Estate planning is essential for business owners to protect their legacy and ensure a seamless transition of assets. A business planning attorney can help create tailored strategies, including trusts, succession plans, and tax-saving tools, safeguarding your business and family’s future.
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How Will You Protect Your Family?

At Legacy Planning Law Group, we work with you to the create a plan that protects your family and preserves your legacy so you can have confidence about what lies ahead and finish the race strong.

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