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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
LLCs protect assets with a Jacksonville business planning lawyer

How an LLC Benefits Estate Planning: Protect Your Assets with Confidence

Can a Limited Liability Company provide an effective way to protect your personal assets from the risks associated with running a business? In this post, we review the benefits of creating a clear legal separation between your personal and business assets.
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The Essential Role of a Healthcare Proxy (Medical Power of Attorney)

A healthcare proxy, or medical power of attorney, designates someone you trust to make medical decisions if you're unable. This crucial document prevents family conflicts and ensures your wishes are honored. Legacy Planning Law Group can help secure your healthcare preferences today.
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Cybersecurity Awareness Month and Jacksonville estate planning attorney

Cybersecurity Awareness Month: Protecting Yourself and Your Legacy

Cybersecurity Awareness Month is the perfect time to learn how to better protect online accounts and your legacy. Learn how cybercriminals target seniors due to their trust and wealth, and find practical tips to protect personal information and secure your legacy through strong online defenses and estate planning.
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A couple learns about trustee fees with their Jacksonville Trusts Attorney

Setting Trustee Fees in Your Trust

When setting up a trust, one important decision to make is how much the trustee…

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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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