Success Stories

"We initially recognized that Bill’s value system was similar to ours. We explained what we wanted to accomplish, and he clearly identified the issues and alternatives in a way that was easy to understand. He was willing to customize an approach that made us feel comfortable as we developed our final products."

"We contacted the legacy planning law group at the recommendation of our financial advisor. It was the best advice we got. They were very responsive to our needs and made the process painless. They have my highest recommendation."

"After moving to Florida my wife and I wanted to find an attorney that was experienced in estate planning. We asked our financial adviser who got us a list of recommended Law groups, and that is how we met Bill. After meeting Bill O’Leary, Jennifer Singh, and Jeanette Saville we found them not only very professional but also very pleasant and helpful to work with. Our experience with them guiding us through setting up a living trust has been stress-free and very informative. We would highly recommend Bill and his staff to anyone needing his service."

"I was referred to Legacy Planning Group by my Financial planner. I first met with Bill O’Leary and just talked. I answered his questions and he answered mine. He then went through a detailed description showing me how my wishes are to be met. When I walked out of that first meeting, I knew I was in the right place. All subsequent meetings met all my expectations with a warm and inviting staff."

"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. Through 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 Planning 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. Proud and confident, that my wife and I made the right choice to entrust Bill all our estate planning needs."

"Estate Planning can be stressful but Bill O’Leary and his team at Legacy Planning Law Group made this an understandable, comfortable and easy process. Bill explained the many options available to ensure that my special needs daughter is protected and well cared for once I am gone. Thank you for your support and excellent service!"

"The Legacy Planning Law Group took great care of us. They patiently answered all of our questions so that we were able to make informed decisions. I have already recommended them to several people!"

"Our experience with Ms. Singh in creating a Family Trust and all the corresponding documents that went with it was both easy and comprehensive at the same time. The Legacy Planning Law Group has developed a methodology that allows for any level of intricacies you might require or need depending upon your circumstances. Both my wife and I would strong recommend considering Legacy for your Trust needs."

"Bill, Lee and I are relieved that our wills, trust and other documents are finally in order. Our goal at our first meeting was to make things as easy as possible for our children when we pass– we are now comfortable that will be the case. Many thanks for the professional job you and your staff did in explaining everything, making us feel comfortable and completing our documents in a timely manner. We recommend your services for anyone trying to get their estates in order for their descendants."

"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."

"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!"

"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!"

"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 an expert."

"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!"

"We recently reached out to Bill 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 Bill O’Leary and his team for a complete service."

"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."

"Legacy helped with settling dad's estate even though all of those listed in the will live in different states. They graciously explained and took care of the stressful details for us. Couldn't have managed all the red tape without them. Wonderfully helpful, understanding and respectful. They treated us like family! Would trust them to take care of everything."