Don Wood

Planning for retirement brought up many questions that my wife and I didn't have answers for. The Legacy Planning Law Group was extremely helpful in explaining the options available for us including many items that we had not thought of. Their explanations were clear and technical items were explained in a way that allowed two medical professionals to understand the implications of our decisions. We now have the ... Read More

Scott Norman

I searched for a highly rated law firm that specialized in wills and estate planning. Several of my neighbors suggested Legacy Planning Law Group. After sitting down with them I realized there was no need to search further. They have been understanding, prompt, informative and very thorough in their advice and services. ... Read More

Sue and Jim Coleman

We initially recognized that Bill’s value system was similar to ours. We explained what we wanted to accomplish and he clearly identified the issues and alternatives in a way that was easy to understand. He was willing to customize an approach that made us feel comfortable as we developed our final products. ... Read More

Chris and Dede Leclaire

We contacted the legacy planning law group at the recommendation of our financial advisor. It was the best advice we got. They were very responsive to our needs and made the process painless. They have my highest recommendation. ... Read More

Ralph and Mary McHardy

After moving to Florida my wife and I wanted to find an attorney that was experienced in estate planning. We asked our financial adviser who got us a list of recommended Law groups, and that is how we met Bill. After meeting Bill O'Leary, Jennifer Singh, and Jeanette Saville we found them not only very professional but also very pleasant and helpful to work with. Our experience with them guiding us through setting ... Read More

Ron and Paula Gienapp

My wife and I were complete novices in estate planning and really didn’t know what to expect.  Bill, Jennifer, and the rest of the team were very diligent in explaining everything involved in the process.  Everyone at Legacy Planning Group are experts in estate planning and by the time we were finished, we felt we had a better understanding of the final product.  We cannot over emphasize how satisfied we are.  The ... Read More

Sharon Bowden

I was referred to Legacy Planning Group by my Financial planner. I first met with Bill O'Leary and just talked. I answered his questions and he answered mine. He then went through a detailed description showing me how my wishes are to be met. When I walked out of that first meeting I knew I was in the right place.  All subsequent meetings met all my expectations with a warm and inviting staff. ... Read More

Don and Ann Thompson

After waiting far to long, my husband and I recently decided we must update our Wills and end of life planning. We followed a recommendation to visit Bill O'leary and Legacy Planning Law group.  I'm happy to say the experience there was pleasant, painless and very successful.. Bill and his team were great at explaining all the options and details and answering questions. We feel confident and comfortable with our new ... Read More

Barry and Cindy Natter

Bill O’Leary and his Legacy Planning Law Group were recommended to us by our financial advisors. Upon meeting Bill at their office we were immediately impressed with him and chose to work with Bill and his team. We required multiple trusts within the formation of our estate plan. In setting them up, Bill went about explaining them, and responded to our questions and concerns in a caring and thoughtful manner, giving ... Read More

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 ... Read More