Planning Your Future for Peace of Mind Now

Videos

Welcome to Legacy Planning Law Group

Many people put off estate planning, making a will, or doing any type of end-of-life legal preparation. Most commonly it is because they don’t want to think about end-of-life issues, they think it will be a difficult or uncomfortable process, or they think they are too young to worry about this type of thing. The truth is, you are never too young, and when you work with the right lawyer, the whole process can be far easier than you might imagine. In fact, many clients say that they feel a burden lifted off their shoulders that they didn’t even know was there once they have completed their estate planning.

Legacy Planning Law Group is dedicated to working with individuals and families to help protect the assets they have built throughout their life, and make everything simpler for families who have lost a loved one. We help thoughtful people achieve the peace of mind that comes with planning their personal legacy and passing on family harmony.

Our legal team will work closely with you to make arrangements to help get things in order including addressing the following essential concerns:

  • Who Makes Financial Decisions Should You Become Unable
  • Which Assets Go to Which Heirs
  • Avoiding the Probate Process
  • What Type of End of Life Care Do You Want
  • Care for Minor or Disabled Children
  • And much more

The fact is, most people don’t realize just how much planning is needed. Putting this type of decision-making off not only places your own future finances at risk, but also those of your loved ones. While it may seem overwhelming at first, remember that estate planning does not have to be difficult or complicated. Our attorneys will work with you to get all the necessary information together, and then complete the legal forms that are needed.

Depending on the size of your estate and your family situations, we can often get all your planning completed in just one meeting. Our law firm can handle all your needs, including—but not limited to—estate planning, guardianship decisions, business succession planning, trust administration, probate administration, asset protection, and much more. We believe in planning for your future for peace of mind now.

If you are interested in learning more or you would like to set up a consultation, please contact us today.

Featured Services

Estate Planning

Let Us Help You Achieve the Peace of Mind that Comes With Planning Your Personal Legacy and Passing on Family Harmony

Probate

Let Legacy Planning Law Group Help You Navigate the Probate Process

Latest Videos

Gun Trusts Part 1: Gun Trusts Reduce Risks Associated With Firearm Ownership

Testimonials

Bill O’Leary is capable, experience, creative and solutions-oriented. I highly recommend him if you are doing estate and/or financial planning.
Jaime and Debbie Buckland
The Financial Planning seminar is a must attend. A lot of pertinent information is covered in a succinct and meaningful manner. It is a great starting point for planning for the future. I always thoug…
Janet Lafrance
We are of the “will’ generation so the thought of setting up a living trust seemed daunting. Consequently we put it off for years. William O’Leary took us step-by-step through the process, explaining …
Walter and Christine Hodyno
Joe and I are very grateful for the care and professionalism you showed us as you prepared our wills and other appropriate documents for us. As a result of your actions, we are able to relax knowing t…
Joseph and Christine Cothron
Legacy Planning Law Group did a great job preparing our will and trust. They also did an excellent job explaining the details of estate planning and making the complexities more understandable. They l…
Mike & Joyce Finnen
I am pleased to say that I had an extremely positive experience with Bill and his staff.  I recently required assistance in organizing my will and other concerns related to the possibility of my pass…
Carol Seay
I wanted to have a trust/will prepared. The BB&T wealth management group recommended Bill O’Leary, telling me they had used Bill many times in the past for these tasks and that both BB&T and its custo…
Jorge Garcia
I appreciate your counsel and advice in rewriting and repositioning my estate after losing my wife. The work was timely and professional. Good job.
Gary Williams
Having had several negative experiences in the past with attorneys, we were pleasantly surprised to find in Mr. O’Leary a man of integrity who listened to our concerns with patience, kindness and unde…
Charles & Sandra Campbel
Although my wife and I are both CPAs (and in theory should “know better”), in 21 years of marriage we never took the time to make a will. Our life insurance agent persuaded us that the time had come a…
Clark & Laura Coogan
My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. We had procras…
Jim and Beverly Kilcoyne
Mr. O’Leary was very professional and helpful throughout the process of establishing our will and living trust. He answered all of our questions and made it a pleasurable experience. He is very knowle…
Jeff and Peggy Eschbach
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…
Dwight and Karen Kennedy
Legacy Planning provided Estate planning for my parents and helped us with all the details and understanding for protecting their assets. They were knowledgeable and would research and made recommenda…
George and Catherine Coleman
Bill O’Leary put together an LLC for me and did an excellent job.  He was quite knowledgeable and professional and turned it around quickly.  I would be glad to recommend Bill to others.
Dan Costello
Great Service! My husband and I recently retained the services of Legacy Planning. We were not aware just how much was involved in Estate Planning, especially since my husband owns a business. But,…
Doug and Sue Anne
William A O’Leary of Legacy Planning Law Group did our estate plan. It was a pleasant and easy experience from the beginning to the end of the process. He is so pleasant to talk to. He explains things…
Ros and Rollie Gonzales
After relocating to FL from another state, I needed to update my will and other documents. William O’ Leary of the Legacy Planning Law Group satisfied all my needs in an efficient, common sense proces…
Carolyn Stanton
My dad’s passing was a difficult time when our family needed someone trustworthy for guidance in estate, health care and business legal planning. Bill O’Leary made it much easier for my mom by wal…
Jennifer Pate
Thank you for being extremely helpful in working with us on our family trust. We definitely felt like we were in good hands with you and your staff. Our concerns involving my mother’s trust, IRA an…
Mike and Anne Hynes
We worked with Bill O’Leary to establish a family trust and get our legal “affairs” in order. We were woefully behind in addressing estate related issues. Bill was very patient, professional and reaso…
Mary
Jan and I attended an event sponsored by our church’s Endowment Committee where Mr. O’Leary, of Legacy Planning Law Group, gave a presentation about the fundamentals of inheritance planning and the …
Phillip and Jan McDowell
Bill O’Leary is an astute gentleman who is most helpful in creating and maintaining my estate plan. I found Mr. O’Leary to be a compassionate professional. I would recommend him to my family and f…
Therese Quinn
Bill was hired to create an estate plan for me and my family. We have been very happy about the whole process and Bill has done a great job. He was fast to deliver new ideas and always helpful with ou…
Jay Lent
The staff of Legacy Planning Law Group, a faith-based law group, were are all very knowledgeable and welcoming throughout the process of creating our wills.  They were ready and willing to answer any…
Cary and Julie Snow
Bill was invaluable in helping us think through and prepare for our future with regard to estate planning.  Updating our Will, preparing a Living Trust and a Living Will that follows our pro-life pri…
Jim and Michelle Clark
“We knew we needed to update our will and went to the Legacy Planning Law Group to seek advice on estate planning. Bill O’Leary asked us questions to determine the best legal devices to meet our needs…
Dean and Janet Garcia
My husband and I met with Bill O’Leary of Legacy Planning Law Group to review our estate planning needs.  Having a special needs daughter has always made us think of the possibility of a future for h…
Robert and Christie Allen
My wife and I recently engaged Mr. O’Leary to prepare documents needed for a complete estate plan. The documents included a family trust, new wills, powers of attorney, health care directives, a deed …
Jared R. B. Hutton
Bill O’Leary has been a valuable resource–he provides consistent and reasonable guidance, communicates clearly, makes every effort to turn items around quickly and has often spent considerable time in…
Chuck and Cheryl Boehm