Tom and Faye Wood

My wife and I met with Bill O’Leary and his staff to conduct a review of the estate plans we had developed about 10 years ago. Bill provided us with great insight and understanding into how the estate laws have changed over the years and how our estate plans needed to change to meet our desired intentions. During the process of rewriting our estate plans, the entire staff was extremely friendly, courteous and ... Read More

George and Catherine Coleman

Legacy Planning provided Estate planning for my parents and helped us with all the details and understanding for protecting their assets. They were knowledgeable and would research and made recommendations on all of our requests. It has given my parents great relief knowing their wishes are documented and in a legal binding Estate for their beneficiaries. Thank you to Bill and his staff for all their efforts and ... Read More

Mike & Joyce Finnen

Legacy Planning Law Group did a great job preparing our will and trust. They also did an excellent job explaining the details of estate planning and making the complexities more understandable. They listened carefully and crafted the documents to match our requests. Their personal attention to all matters was greatly appreciated. I would strongly recommend them to anyone who is planning their estate. ... Read More

Jim and Beverly Kilcoyne

My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. We had procrastinated in doing this for too many years. He was able to answer all of our questions regarding the latest estate laws which appear to have been revised over the years. He, Jeannette and Jennifer were very helpful, ... Read More

Gary Williams

I appreciate your counsel and advice in rewriting and repositioning my estate after losing my wife. The work was timely and professional. Good job. ... Read More

Gary and Marie Woodard

My husband and I are so appreciative of Bill O’Leary and his team at Legacy Planning Law Group setting up a Trust, Living Wills and Powers of Attorney. As we are in our “Senior Years” we feel much more comfortable knowing that our health and financial affairs are in order. Mr. O’Leary listened carefully to our concerns and then developed a program tailored to our specific needs. He was understanding, caring and very ... Read More

Cornelius & Joyce Mitchem

We recently had our Will and Trust completed by Mr. Bill O'Leary and his staff. We can honestly say the process from beginning to end was very professional, organized, and extremely informative. He and his staff made us feel right at home and listened carefully to our final wishes upon death. If you and your family haven't made your final written plans we highly recommend contacting Mr. O'Leary and his staff today. ... Read More

Phillip and Jan McDowell

Jan and I attended an event sponsored by our church's Endowment Committee where Mr. O’Leary, of Legacy Planning Law Group, gave a presentation about the fundamentals of inheritance planning and the critical need for all families, regardless of the size of the estate, to document their wishes. Bill explained he not only was an attorney but had recently completed the Estate Planning Program at University of Florida ... Read More

Paul and Julie Cronauer

It was a pleasure working with Legacy Planning Law Group. They made the process of Estate Planning straightforward and easy to understand. Attorney William O'Leary took time to understand and explain which documents would be most appropriate for our specific situation. Jeanette was a pleasure to do business with, she drafted all of our documents quickly and accurately. Our family would definitely recommend their ... Read More

Jared R. B. Hutton

My wife and I recently engaged Mr. O'Leary to prepare documents needed for a complete estate plan. The documents included a family trust, new wills, powers of attorney, health care directives, a deed transferring our home to the trust, and complete written instructions and documents necessary to transfer bank and brokerage accounts to our new trust. Mr. O'Leary asked all the right questions and discussed various ways ... Read More