Lou and Phyllis Benitez

Upon retirement my wife and I realized that we needed to update our will.  We met with William O’Leary and he carefully listened to our requirements.  He then educated us on the probate process, and recommended that we consider a living trust along with the will.  It became clear to us that his advice was justified.  The will and living trust were done quickly and accurately.  I would also add that Mr. O’Leary handled this sensitive process with warranted compassion.

Lou and Phyllis Benitez
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Written by Legacy Planning Law Group

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.