Legacy Planning Law Group Customer Testimonials

Choosing the right attorney is always extremely important, but nowhere is this more critical than when you need legal help to protect the future of yourself, your loved ones, and your business. Legacy Planning Law Group has worked hard to earn the confidence of clients and has developed a stellar reputation for excellence and compassion.  You don’t need to take our word for it, however. Please read through some of the testimonials given by our clients:

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 have followed your advice in making appropriate beneficiary changes on our life insurance policies; as well as co-signature changes on our Savings & Checking accounts.

Your finished documents were easily understood, arranged in a great, well indexed, hard-cover Manual, so that our appointed estate settlement person will be able to easily, safely & legally carry out our wishes.

Thanks for spending the many hours that have placed us in this restful & happy position. I really believe it was an act of God that put us in contact with your firm.

Jerry and Eileen Felten

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.

Ed and Diane Loeb

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 children will not have to go through the process of probate but will know our wishes.

Mark and Judy Stogdon

Fantastic group of people. Very professional and helped me and my family tremendously. I wish to thank them for their tremendous service! Well done many kudos!

John Merlin

It was a pleasure working with Bill and his excellent staff. I recently had Bill put together my trust. I had no problem following his instructions gathering all the information he needed to put the documents together. He really took the time to explain to me the “ins and outs” of how my trust works. He explained things in way that made it very easy for me to understand. I would highly recommend Bill and his staff to my friends.

Catherine Pate

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.

Scott Ashley

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.

Bill and Karen Williams

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 professionalism and frequent follow-up put us at ease with the entire process.  My wife and I would highly recommend Bill and his Team to anyone needing legal advice about preparing a will or trust.

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 professionalism and frequent follow-up put us at ease with the entire process.  My wife and I would highly recommend Bill and his Team to anyone needing legal advice about preparing a will or trust.

Jared and Jacquelyn Hutton

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 with us and made certain we had the information we needed to ensure that what we wanted for our children was put in place.  We feel very confident that we made the correct choice for the job.

Don Richetti

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 revocable trust was invaluable for us, for tax purposes. We are so relieved to have completed this process. One less thing to worry about!

Don Fann & Kathy Ornstein

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 them peace of mind.

M. Grimes

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 concepts and terms to lay people such as myself.  I wholly recommend Bill and his staff.

Eric and Wendy Kronforst

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.

Kim and Fran Littig

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 Law Group made the whole process proceed quickly, at a reasonable cost, and addressed all of our concerns about our Will and End-of-Life wishes in an easily understandable way. They even made it enjoyable. I highly recommend Mr. O’Leary and Legacy Planning Law Group as a caring, compassionate firm that performed beyond our expectations.

Jerry & Anne Webster

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.

Al & Carolyn Hudson

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 can rest easy knowing nothing will be left to chance should the worst happen.

Larry & Kim Phillips

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!

Jon and Susan Benton

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 professional. As we have learned, even if you have an estate plan already in place, we would recommend having Bill review it as he can invariably make it better.

Tom and Faye Wood

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 professionalism. We would highly recommend them!

George and Catherine Coleman

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.

Mike & Joyce Finnen

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

Gary Williams

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, courteous, prompt and professional in implementing this process in terms which we could understand. We highly recommend Bill and his team.

Jim and Beverly Kilcoyne

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 insightful. We would highly recommend Mr. O’Leary and Legacy Law Group to anyone seeking legal advice and financial planning.

Gary and Marie Woodard

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. Don’t delay!!! This without a doubt will be one of the best decisions you’ve ever made. Peace of Mind is a blessing in itself.

Cornelius & Joyce Mitchem

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 College of Law. We were impressed by his presentation, training and knowledge.  Our estate plan needed updating, so we decided to engage with Bill and his team to help us.

It was a good decision to have had Legacy Planning Law Group draw up our new plans. Bill and Jennifer made the process easy. The process started with an interview session where all the pertinent family details were collected. Also, our wishes for estate asset distribution were discussed and documented. From there, Jeannette created drafts of all necessary estate documents. Once completed, Jeannette provided us copies of the documents for review and approval. The final step was a meeting for us to sign the final version of the documents. Jeannette does a very professional job in providing clients with the finished product. We received a nice binder that includes the original signed documents for safekeeping, a copy for general reference, and a thumb drive with electronic versions for easy sharing.

We are very pleased with the outcome, the amount charged was reasonable and a good value for the amount of work involved, and finally happy to have a new relationship with Bill and Legacy Planning Law Group.

Phillip and Jan McDowell

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 services!!

Paul and Julie Cronauer

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 our plans could be implemented.

The documents were prepared in a timely manner at a reasonable cost. As a retired California attorney with forty-eight years of experience I can, and do, recognize and appreciate quality legal work, which is what Mr. O’Leary provided.

I fully recommend attorney William A. O’Leary and his Legacy Planning Law Group.

Jared R. B. Hutton

Joe and I are very grateful for the care and professionalism you showed us as you prepared our wills and other appropriate documents for us. As a result of your actions, we are able to relax knowing that our estate is taken care of when the need arises. It was very comforting to work with a lawyer who understood our religious beliefs and took them into account in preparing our documents. Thanks again.

Joseph and Christine Cothron

I just had living trust done by William O’Leary and found him to be very informed and patient in explaining all the details of the trust. He and his staff are well-informed and efficient. I would recommend him to anyone needing some estate planning.

Gle Birge