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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
wills and trusts in Jacksonville

Is Probate Required If There Is a Surviving Spouse?

Even with a surviving spouse, probate may still be required—especially if assets are solely in the deceased’s name. Learn the key differences between wills and trusts, and how a revocable trust can help families in Jacksonville avoid probate and protect their loved ones.
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trusts prevent families fighting over inheritance in St. Augustine

How Trusts Can Prevent Families from Fighting Over Inheritance

Learn how trusts can protect your heirs' inheritance from your family fighting over inheritance and creditors, as well as safeguard your family's financial future.
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Florida estate planning essentials for any family

Florida Estate Planning Essentials: What Every Family Needs to Know

Florida families need more than just a will—estate planning essentials like trusts, powers of attorney, and updated beneficiary designations ensure your wishes are honored. Learn how to protect your legacy, avoid probate, and plan for life’s changes with confidence and clarity.
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How to Choose a Special Needs Trustee in Jacksonville

Who Should You Choose as Trustee for a Special Needs Trust?

Choosing the right trustee for a Special Needs Trust is essential to protect your loved one’s benefits and quality of life. Ask key questions about knowledge, time, and trust structure to ensure your chosen trustee can handle the role’s unique responsibilities with care and skill.
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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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