Testimonials

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:

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

Thank you for being extremely helpful in working with us on our family trust. We definitely felt like we were in good hands with you and your staff. Our concerns involving my mother’s trust, IRA and property were completely put at ease by your firm. We found all of you to be courteous and helpful in all our dealings in preparing our own family trust. We felt all our concerns were totally explained and handled. We will recommend you to anyone we find needing legal advice about preparing a will or trust. Thank you again.

Mike and Anne Hynes

Bill O’Leary and his staff were very professional and helpful throughout the estate planning process. He is able to provide clear explanations of rather complex procedures and does so in a gracious and friendly manner. His staff made us feel at home and provided prompt and responsive assistance whenever it was requested. I am happy to recommend Legacy Planning Law Group to others seeking this kind of assistance.

Gary and Toni Harr

We are of the “will’ generation so the thought of setting up a living trust seemed daunting. Consequently we put it off for years. William O’Leary took us step-by-step through the process, explaining everything and answering our numerous questions in layman’s terms we could understand. His friendly professionalism, and those of his staff, put us at ease. Thank you for the peace of mind!

Walter and Christine Hodyno

This is to acknowledge the excellent work that Bill O’Leary and his team at Legacy Planning Law Group did for Karen and I on our estate planning. There is no doubt that Bill is an expert on estate law and he ensured that Karen and I are protected and comfortable with both our living wills and health care designates should we need it. I would highly recommend Bill and Legacy Planning Law Group for anyone wanting to be put in place a sound estate and health care plan.

Dwight and Karen Kennedy

We just completed the process of Estate Planning with the Legacy Planning Law Group. I was extremely impressed with Bill O’Leary and his knowledge of the many issues surrounding proper Estate Planning. Throughout my career I have worked with many attorneys in various areas of law. Bill is one of the most knowledgeable attorneys I have dealt with and is an expert in helping to plan for the future regarding the many issues our children could face. I had many questions for Bill during the process where he took the time to answer, explain and make recommendations that provided the legal solutions we needed. He has a very competent support staff including Jeanette who was very helpful during this process.

Rick and Deborah Peranton

Bill O’Leary is capable, experience, creative and solutions-oriented. I highly recommend him if you are doing estate and/or financial planning.

Jaime and Debbie Buckland

Although my wife and I are both CPAs (and in theory should “know better”), in 21 years of marriage we never took the time to make a will. Our life insurance agent persuaded us that the time had come and suggested a consultation with Bill O’Leary. We honestly did not know where to begin. Bill is friendly, knowledgeable and personable. He took the time to fully answer all our questions, patiently explaining everything from the “big picture” down to the small details. His multi-disciplinary experience enables him to knowledgeably advise us regarding business and personal issues, as well as helping guide us through the relative advantages of such decisions as will vs. trust. In one reasonable engagement, Bill and his professional associates (particularly Jeanette) efficiently took us from “plan zero” to wills, living wills, durable powers of attorney, healthcare powers of attorney, and HIPPA authorizations, additionally providing some very practical tools such as fiduciary summaries, personal property memoranda, even a record of our computer passwords. The final product is as professional as it gets, available to us in both paper and digital versions. I wholeheartedly recommend Bill and his firm to our co-workers and other friends without reservation. I’m certain our family will continue to consult with Bill and his associates in the future.

Clark & Laura Coogan

Great Service!

My husband and I recently retained the services of Legacy Planning. We were not aware just how much was involved in Estate Planning, especially since my husband owns a business. But, Bill and his team were so knowledgable and worked to get us exactly what we needed to have all our legal affairs in order. The time they took with us and promptness in their response when we contacted them for questions, especially Jeanette, was very impressive. We will definitely be recommending them!

Doug and Sue Anne

The Financial Planning seminar is a must attend. A lot of pertinent information is covered in a succinct and meaningful manner. It is a great starting point for planning for the future. I always thought I could wait, but the seminar makes it clear that estate planning needs to begin now. The information in the seminar is indispensable. The process of developing my trust was professionally handled. Mr. O’Leary patiently and carefully went over every possible scenario, explaining each thoroughly and clearly describing my options for each. During the process, Mr. O’Leary and his staff kept me up to date on the progress of the trust and asked questions as needed to ensure my desires were clearly stated in the trust. In the review of the final product, each part was clearly explained and the trust was provided in an original, paper copy and digital copy. The total experience working with Mr. O’Leary and his staff was one of professionalism at all levels, courteousness, and respect. I was extremely and pleasantly satisfied with the experience and I would highly recommend his services to anyone.

Janet Lafrance

How you want to pass your legacy on to the next generation requires careful planning. We thought our estate affairs were in order until my father passed away last year and we continue to work through the probate process. So we were already sold on the value of setting up a trust when we met Bill O’Leary. Our Church Endowment Committee invited Bill to lead a workshop on estate planning. We were impressed with his presentation style and knowledge of the law and appreciated his willingness to share his perspectives on faithful stewardship.

Bill recently opened his own practice which means his clients benefit from his personal attention. He is a very capable attorney. We have been very pleased with his services and would highly recommend him to assist you with your most important decisions.

Len & Becky Knudsen

I recently became a client of Bill O’Leary. Bill helped set up an estate plan for myself. I have dealt with a few other lawyers in the past. For sure Bill is the most professional, courteous, detailed, timely attorney I have met. I would recommend Bill to anyone.

John McGiveron

We worked with Bill O’Leary to establish a family trust and get our legal “affairs” in order. We were woefully behind in addressing estate related issues. Bill was very patient, professional and reasonable. I would definitely recommend him to others addressing estate planning issues.

Mary

Bill and his Legacy teammates helped us with our estate planning and throughout the process really tried to get to know us a family as well as what our needs where.  They provided us with great insight throughout the process and we feel confident that we are well protected and have an established family plan!  Thank you to Bill and his team for making this process easy, understandable and efficient!

Bridget & George Foster