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

Al & Carolyn Hudson

Recently my husband and I had the opportunity of meeting William A. O'Leary, JD, LL.M (TAX). He greeted us with a friendly welcome, willing to help us with our Legacy Planning. We are pleased to recommend William A. O'Leary Law Group to anyone wanting help with their Legacy Planning. ... Read More

Larry & Kim Phillips

Thanks to Jennifer at Legacy Planning Law Group we know our children will be well taken care of by those we trust should anything happen to us. With only two short meetings she helped us decide the best plan for our family and execute it with very little effort on our part. The flat rate pricing for our will, trust, deed changes and child protection plan was very reasonable and left us with no surprise charges. We ... Read More

Jon and Susan Benton

Mr. O'Leary and the Legacy Planning Law Group were recommended to us by our financial adviser. We used their services to update our legal affairs and were completely satisfied. Their service was friendly, professional and extremely thorough. We give them a five-star rating! ... Read More

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