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“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 attorney

Olivia Newton-John’s Lasting Legacy: What We Can Learn About Giving from Her Estate Plan

Through thoughtful planning, Olivia Newton-John showed how to support both loved ones and cherished causes. Her legacy is a guide for anyone who wants their wealth to reflect their values and protect their family. Learn how a strategic estate plan can make that possible.
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Jacksonville elder law firm

Elder Orphans. What Happens If An Elderly Person Has No One To Take Care Of Them?

More older adults are navigating their later years without close family nearby. Planning ahead is essential for maintaining independence and ensuring your wishes are honored. Learn how to create a clear, legally sound plan that protects your health, finances, and future choices.
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Estate Planning Law Firm in Jacksonville

How Estate Planning Supports Caregivers

Being a caretaker can strongly influence your estate planning due to the importance of your role for the loved one you are caring for and the financial impact caregiving can have. Consider creating an estate plan for you as a caregiver and for your loved one receiving care and communicate your plan with family members.
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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.

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