Jim and Linda Dustin

Legacy Planning Law Group turned our uncertainty and fear into a strategic plan. This has given us the confidence to know that we can save our life-long assets and still qualify for Medicaid should that occur. All within the law and without the nuclear option of divorcing (after 33 years) just to try to protect or divert assets ownership.  There is a lot of bad advice out there.  Don’t try any of this without ... Read More

Priscilla Stover

We recently completed estate planning for my Mother with Legacy Planning Law Group.  Both Bill O’Leary and Jennifer Singh were professional and caring throughout the process, explaining items thoroughly in understandable terms and answering many questions.  My Mother has now breathed a great sigh of relief since the planning process is finished.  I will certainly recommend Legacy Planning Law Group in the future! ... Read More

M. Alice Thomas

I recently completed a task we all put off too long. I finalized my will, health surrogate, power of attorney & living will. The Legacy Planning Law Group really made it simple. The staff was so nice & professional it was like I was the most important person in the world. To my surprise, the cost was a lot lower than I expected . Bill took real good care of me & brought up things I would have never ... Read More

Larry & Lorraine Williams

I would highly recommend Legacy Planning Law Group. Mr. O’Leary is so professional, kind and caring. In planning our little estate he didn’t try to sell us more than we needed. Estate planning can be expensive, but I was impressed with the cost for all we received. Everyone should plan their estate no matter how large or small. I also want to thank Jennifer and everyone I spoke to at the firm. You guys are the best! ... Read More

Jerry and Lynda Dresch 

We recently reached out to William O’Leary and associates to update our complete estate planning. This office handled every step of this with complete professionalism while making us feel very comfortable with questions and changes requested. Our signing day was very enjoyable with each person involved. We highly recommend William O’Leary and his team for a complete service. ... Read More

Fred and Carol Richardt

We had a good experience with Legacy Planning Law Group. Bill O' Leary, Jennifer Singh and Jeanette Saville were very pleasant, helpful and professional.  We recommend using them. ... Read More

Jim McGoogan

We had a very pleasant experience working with Legacy Planning Law Group. We were made to feel welcome from the first moment we walked in the door. The attention we received was very personal, not what one would necessarily expect from attorneys. Not only did we feel welcomed, but the advice and follow through which we received was first rate. We would highly recommend Legacy Planning Law Group. ... Read More

Jerry and Eileen Felten

My wife and I are very pleased with the way your firm explained in detail why our prior estate settlement plans, including the living will and our prior last will and testament, the insurance policies, and our bank savings & checking account, would not pass the test of avoiding probate court, the cost of which would have eaten up our limited savings account and life insurance policies on my wife & me. We ... Read More

Ed and Diane Loeb

My wife and I were new to Florida and needed to do estate planning. Bill O'Leary of the Legacy Planning Law Group was great to deal with. He was professional, informative and very responsive to our requests for information and needs. We were very satisfied with the final estate plan the developed for us. ... Read More

Mark and Judy Stogdon

We want to thank Bill, Jennifer, Jeanette and the entire staff for all your help and guidance on helping us through probate and the establishing of our family trust and all that goes with it. At times it seemed a little overwhelming with everything involving and understanding the trust but you and your staff made it a point to explain and walk us through every step. We now have a peace of mind knowing that our ... Read More