Scott Ashley

We recently used your firm for our estate planing. Your staff explained the details in the plainest terms. Your professionalism gained our immediate trust. You do what you say you will. We will have questions, and we are assured you will be by our side. I will recommend you and your firm to anyone needing this service. ... Read More

Charlie and Terri Turner

Bill O’Leary and the Legacy Planning Law Group were recommend to us by our financial advisor to prepare our family trust and health directives.  Bill took us step-by-step through the entire process, explaining everything in layman’s terms that we could understand. Bill and Jeannette listened carefully to our concerns, answered all our questions and then developed a program tailored to our specific needs. Their ... Read More

Jared and Jacquelyn Hutton

Bill O’Leary and the Legacy Planning Law Group were recommend to us by our financial advisor to prepare our family trust and health directives.  Bill took us step-by-step through the entire process, explaining everything in layman’s terms that we could understand. Bill and Jeannette listened carefully to our concerns, answered all our questions and then developed a program tailored to our specific needs. Their ... Read More

Bill and Karen Williams

I was very pleased with the service I received from Bill O'Leary and the Legacy Planning Law Group.   My will, powers of attorney and trust documents were created in a responsive, timely, and professional manner ... just the way I like it. ... Read More

Don Richetti

We recently had to deal with the Estates for three close relatives.   We experienced a tremendous amount of red tape and confusion in getting all the details addressed. We learned that the best gift we could give our children was to eliminate as much the complication in closing our affairs as possible.  William's team at Legacy Planning Law Group we most helpful in setting up our trust. They shared their experience ... Read More

Don Fann & Kathy Ornstein

We worked with Bill and his team recently to do our estate planning. We found everyone at his office to be professional, patient, efficient, and extremely knowledgeable. This is generally a high stress process, but they made it painless for us to put our affairs in order. Bill helped us think about things that would not necessarily have been on our radar, for which we are so appreciative. His advice about creating a ... Read More

M. Grimes

My parents, Frank & Evelyn, and I were quite pleased with the process of their legacy planning experience.  Bill did a good job explaining what needed to be done and the different avenues/tools available to them.  With their age related infirmities of diminished hearing and sight he did a great job communicating the necessary information.  We feel they have a finished product that will serve them well and give ... Read More

Eric and Wendy Kronforst

Having been referred to the Legacy Planning Law Group by a relatively new business associate, I was a bit hesitant to entrust my personal and business legal needs to Mr. O’Leary and his team. Upon meeting him however, all hesitation disappeared as the friendliness and professionalism of the entire office put me immediately at ease.  I am impressed by his level of competence and the ease with which he explains legal ... Read More

Kim and Fran Littig

Legacy Planning made our trust and will creation an easy exercise. Bill, Jennifer and Jeanette efficiently put our estate plan together with just two visits and a few emails. It was a far easier process that we had expected. This team is knowledgeable and professional, taking the time to explain the complexities and nuances ensuring we left with a clear understanding of both our new will and trust. ... Read More

Jerry & Anne Webster

My wife and I had postponed getting a will done for too long...thinking that it would cost too much, that it would be too complicated, and finally that it would be too painful of a process to go through.But advancing age and declining health made it imperative that we go ahead with it while we still could.I'm happy to confess that all of our concerns were needless. Bill O'Leary and staff at Legacy Planning ... Read More