Planning Your Future for Peace of Mind Now

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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
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Probate

Let Legacy Planning Law Group Help You Navigate the Probate Process
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Testimonials

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
Thank you for your expertise and excellent attention to detail in preparing my Will and Advanced Health Care Documents. You, Jennifer and Jeanette were warm and welcoming throughout the process. You h…
Cathy Grave de Peralta
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
When you do not have any firsthand experience or knowledge of an area, you seek out someone who does. Then you put your trust in that person to help and guide you appropriately. Bill O’Leary embodies …
Don and Kathy Wilhoite
I recently became a client of Bill O’Leary. Bill helped set up an estate plan for myself. I have dealt with a few other lawyers in the past. For sure Bill is the most professional, courteous, detailed…
John McGiveron
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
Mr. O’Leary guided our family and helped us be prepared for the future and those things that are unknown. We were unsure when we set out to prepare all of the documents, but with Mr. O’Leary’s experti…
Pete and Lindsay Wolf
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
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
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
My wife and I had the pleasure of working with Bill O’Leary concerning planning for our estate. Beforehand I had thought that the process would be arduous, however Bill’s professionalism and courtesy …
Ken and Jean Stout
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
I just had living trust done by William O’Leary and found him to be very informed and patient in explaining all the details of the trust. He and his staff are well-informed and efficient. I would reco…
Gle Birge
Bill O’Leary and his staff were very professional and helpful throughout the estate planning process. He is able to provide clear explanations of rather complex procedures and does so in a gracious an…
Gary and Toni Harr
Bill came highly recommended from a colleague. I appreciated how knowledgeable he was and how he made the process comfortable and easy to understand. His warm and welcoming personality made difficult …
Victor Yeung
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 and his Legacy teammates helped us with our estate planning and throughout the process really tried to get to know us a family as well as what our needs where.  They provided us with great insig…
Bridget & George Foster
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
My wife and I met with Bill O’Leary and his staff to conduct a review of the estate plans we had developed about 10 years ago. Bill provided us with great insight and understanding into how the es…
Tom and Faye Wood
I was a client of Mr. O’Leary last year. He made many helpful suggestions in preparing my estate plan and I am completely satisfied that what I have will be divided as I wish. His availability during …
Juanita Campbell
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
Since we retired we’ve known that we should address our estate planning, but something always seemed to be more important.  After meeting Bill O’Leary of the Legacy Planning Law Group we decided …
Tom and Judi Logue
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
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
It was a pleasure working with Legacy Planning Law Group. They made the process of Estate Planning straightforward and easy to understand. Attorney William O’Leary took time to understand and explain …
Paul and Julie Cronauer
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
We just completed the process of Estate Planning with the Legacy Planning Law Group. I was extremely impressed with Bill O’Leary and his knowledge of the many issues surrounding proper Estate Planning…
Rick and Deborah Peranton
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
How you want to pass your legacy on to the next generation requires careful planning. We thought our estate affairs were in order until my father passed away last year and we continue to work through …
Len & Becky Knudsen
We are very pleased with Bill O’Leary’s estate planning services. He is a subject matter expert and a great listener—so he quickly incorporated our concerns and preferences into the legal docume…
Bill Quinn
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