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Whenever you plan your estate and want to get a will made. “The Dangers of Neglecting Your Estate Plan: 6 Unintended Consequences.” will help you plan effectively
12 Reviews
Tell people what you think
Carolyn Stanton
· December 9, 2017
After relocating to FL from another state, I needed to update my will and
other documents. William O' Leary of the Legacy Planning Law Group
satisfied all my needs in an efficient, common sense proces...s. He is a good
communicator and supported by a friendly, helpful staff. I now have peace
of mind that my son will have all the legal documents and record of my
wishes at his fingertips. I recommend everyone to take steps to protect
their future.
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Lynda Dresch
· March 31, 2018
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 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. See More
Kathy Ornstein
· November 6, 2017
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 stres...s process, but they made it painless for us to put our affairs in order, with great sensitivity. 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 revokable trust trust was invaluable for us, for tax purposes. We are so relieved to have completed this process. One less thing to worry about. See More
Don Richetti
· November 25, 2017
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
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Jim McGoogan
· March 21, 2018
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 wha...t 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. See More
Victor Yeung
· December 5, 2017
Bill came highly recommended from a colleague. I appreciated how knowledgeable he was and how he made the process comfortable and easy to understand. His warm and welcoming personality made difficult ...topics easy to discuss. I highly recommend Bill to anyone looking for estate planning assistance. See More
Carter Reeves
· November 29, 2017
Bill and his team are some of the most well-informed and passionate attorneys in the Jacksonville Area. I recommend his services to all of my Home Care Clients, and they are always impressed after mee...ting with him. See More
Tom Wood
· June 21, 2017
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 estat...e 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. See More
Susan Renno Benton
· July 29, 2017
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 fri...endly, professional and extremely thorough. We give them a five-star rating! See More
Jeff M. Sedlitz
· June 21, 2016
Bill O'Leary and the entire Legacy Planning Law Group are top notch, very knowledgeable and I highly recommend them to anyone concerned about protecting their wishes, assets and loved ones through pro...per Estate Planning! See More
Joyce Mitchem
· April 14, 2017
We recently had our Living will 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. The Mitchems Cornelius & Joyce See More
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