Legacy Planning Law Group

Working with our Financial Advisor recently the subject of a Will came up,nours was dated 27 September 1982, she recommends that Bill O'Leary's LEGACYnPLANNING LAW GROUP could help us out. With one short (one hour) meetingnwith Bill we were on our way to success.nWe signed up for a JOINT REVOCABLE LIVING TRUST, WILLS, LIVING WILLS, HEALTHnCARE POWER OF ATTORNEY, PROTECTED HEALTH INFORMATION, and DURABLE POWER OFnATTORNEY. All the things we needed to protect our assets and take care ofndescendants.nAll of these needed the exchange of information, LEGACY was verynaccommodating for us, Jeanette (Paralegal) and we did everything via email.nShe sent a workbook for gathering information and we sent back theninformation via email.nBrittany (Funding Coordinator) lead us through the transferring of assetsninto the trust. Again, we accomplished this using email, except signingnletters giving consent to re-title the assets into the name of the trust.nOne more meeting (one- and one-half hour) for signing all the documents andngetting the binder book with all information needed to handle our estate.nBill, Jeanette, Jennifer, and Brittany are very professional, patient,nefficient and extremely knowledgeable. It was a pleasure to work with eachnmember of this team.nWe would recommend that anyone looking for these services that they choosenthis LEGACY PLANNING LAW GROUP.nBob and Darlene Guess

I searched for a highly rated law firm that specialized in wills and estate planning. Several of my neighbors suggested Legacy Planning Law Group. After sitting down with them I realized there was no need to search further. They have been understanding, prompt, informative and very thorough in their advice and services.

I can't say enough good things about the Legacy Planning Law Group. Earlier this year, I lost my grandma and uncle in the span of 3 weeks and was left as the executor on both estates. It was a complicated, stressful, and emotional situation and the whole staff at Legacy Planning Law Group made it as easy and seamless as possible. Jeanette has been incredible and always gets back to me within a few hours, something I've never experienced with other law firms before.nnOverall, I found everyone I've dealt with to be extremely fair, sensitive, well informed, and efficient. Their rates are also very reasonable considering they make themselves available to you for any and all related questions and issus. Thank you all so very much!!

When my wife and I relocated from Napa, California to Nocatee, Ponte Vedra, Florida. One of the challenges, is finding a trustworthy, credible, experienced, knowledgeable and highly educated Estate Planning Attorney in the area. nnThrough a referral from the Office of Catholic Foundation, Inc ? St. Augustine Dioceses. We came to know, Legacy Planning Law Group, headed by Attorney Bill O'Leary. Bill has all the criteria we're looking for from an Estate Panning Attorney. During his presentation on Living Trust/Estate Planning, he made us comfortable by translating the legalese in the preparation of a Living Trust, into a plain "layman terminology", easy to understand. nnProud and confident, that my wife and I made the right choice to entrust Bill all our estate planning needs.nnMaximo & Sylvia

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.