Max and Sylvia Balbarez

When my wife and I relocated from Napa California to Nocatee, Ponte Vedra, Florida. One of the challenges is finding a trustworthy, credible, experienced, knowledgeable and highly educated Estate Planning Attorney in the area.

Through a referral from the Office of Catholic Foundation, Inc – St. Augustine Dioceses. We came to know, Legacy Planning Law Group, headed by Attorney Bill O’Leary. Bill has all the criteria we’re looking for from an Estate Planning Attorney. During his presentation on Living Trust/Estate Planning, he made us comfortable by translating the legalese in the preparation of a Living Trust, into a plain “layman terminology”, easy to understand.

Proud and confident, that my wife and I made the right choice to entrust Bill all our estate planning needs.

Max and Sylvia Balbarez

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.