Choosing the right attorney is always extremely important, but nowhere is this more critical than when you need legal help to protect the future of yourself, your loved ones, and your business. Legacy Planning Law Group has worked hard to earn the confidence of clients and has developed a stellar reputation for excellence and compassion. You don’t need to take our word for it, however. Please read through some of the testimonials given by our clients.
“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.”
“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.”
“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. “
“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!!!”
“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.”
“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.”
“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!”
“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.”
Very Comprehensive and Personal Edwin Bato We had the opportunity to meet Bill with Legacy at our financial planners office. We had been thinking about an estate plan but before the meeting were unaware of the very expensive financial implications with probate that can be avoided almost completely with a trust. We met Bill later at his office and were impressed with his casual demeanor and his patience in explaining the trust and the benefits. Please give them a call and meet Bill. You will be glad you did. Randy Fulford Smooth transaction Ronaldo Nour Great communication and an easy process through Legacy. Glad I chose them. Richard Skinker Everyone in this office has been very timely, organized, informative, & on top of their game. Every detail was explained throughly in layman's terms which considering dad is 91 years old was so helpful. (Well, honestly for us as well.) Attention to detail is their forte. No high pressure. Just honest helpful answers as we were trying to figure out the path forward after losing Mom. It's been a tough year but this honestly was the easiest part of dealing with how to navigate Dad's future. Thank you all for your time. Ed, Sherry & Dad sherry o'toole Wonderful experience, enjoyable and thorough. Highly recommend!! J Y Bill O’Leary and the entire staff at Legacy Planning Law Group were wonderful to work with. They explained all the advantages and disadvantages of Trusts, in easy to understand language, and walked us through the entire estate planning process. It was a very reassuring process and we feel that our assets and legacy are now protected. Would highly recommend Legacy Planning Law Group for your estate planning needs. Pat Chebi My wife Judy and I thought Bill and his team were great. They were very hands on with keeping us in the loop on proceedings. Bill was excellent in his communication and putting everything in laymen's terms for us non lawyer types. Looking forward to having years in our working relationship together. Marc Cammer Smooth and easy!!! jlgrzebin
At Legacy Planning Law Group, we work with you to 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.