Skip to content

Practice Areas
How We Can Help
Our Legacy & Our Mission
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
How to choose a guardian for your child

How to Choose a Guardian for Your Child: A Guide for Jacksonville Parents

Choosing the right guardians for minor children is a key estate planning decision. Discuss guardianship with a Jacksonville estate planning attorney to ensure that someone raises your children as you wish.
Read More
A couple considering the importance of Reviewing their Estate Plan before Vacation

Review Your Estate Plan Before Your Vacation

Having proper documents in place before your summer break, you can enjoy your vacation with the confidence that your affairs are in order, allowing you to relax and recharge fully.
Read More
Essential Planning Documents for College-Bound Students

Planning Documents Needed for College-Bound Students

Ensure your college-bound child's safety and your peace of mind with essential legal documents for college students. HIPAA waivers, powers of attorney, and other documents are indispensable.
Read More
Retirement Trusts

Retirement Trusts: Protecting One of Your Biggest Sources of Wealth

A retirement trust can be an invaluable tool in your estate planning arsenal, providing control, protection, and tax benefits for your hard-earned retirement assets.
Read More
Join Our E-Newsletter & Blog Digest
Estate Planning and Elder Law Downloads and Resources
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.

Back To Top