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:

Bill and his staff were wonderful to work with. Everyone was professional very knowledgeable and wanted to be sure they understood our goals. Bill and his team prepared and provided us with exactly what we needed for protecting our assets, and completed the process in an acceptable timeframe. Bill and his team took the time to fully explain the documentation and walked us through the process. We will definitely encourage friends and family to contact Bill if they are thinking of estate planning.

Commie & Mary Dunn

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 professionals like Bill and Jennifer. When I came in to meet, Jennifer calmly and astutely made my worst fears disappear. My follow-up plan that I purchased was nothing short of amazing.  Florida laws for Probate, Medicare, Medicaid, Guardianship, Powers of Attorney, Trusts, Wills….are all overwhelming to try to understand. I highly recommend Legacy Planning Law Group to navigate all of it for me!

Jim and Linda Dustin

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!

Priscilla Stover

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 thought of. It pays to talk with a expert.

M. Alice Thomas

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!

Larry & Lorraine Williams

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.

Jerry and Lynda Dresch 

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.

Fred and Carol Richardt

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.

Jim McGoogan

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