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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
How to talk with aging parents about estate planning

How to Talk about Estate Planning with Aging Parents: Guidance for Baby Boomers and Gen-Xers

Discussing estate planning with aging parents can be a sensitive topic for many Jacksonville residents,…

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Two women talking about choosing a trustee for your estate plan in Florida

How to Choose the Right Trustee for Your Estate Plan

Choosing the right trustee is crucial for trust management and beneficiary care. Team Legacy offers tailored guidance based on your family's circumstances.
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Jacksonville charitable planning

How to Include a Charity In Your Estate

Explore how charitable planning in Jacksonville, FL enhances your estate plan, offering tax benefits and a lasting legacy.
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a widow mourning the death of a spouse and needing help for what to do next

What to Do When Your Spouse Dies in Florida: A Comprehensive Guide

Dealing with the loss of a spouse is one of life's most challenging events. Here's a detailed guide on what to do when your spouse dies in Florida, helping you cover all necessary steps during this difficult time.
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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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