What if there was an estate planning law firm that would be there for your family when you can't be? We give you the power to protect your family, even when you can't be there for them. We can help prevent your family from getting bogged down in the court system, protect your children's inheritance from divorce and lawsuits, and preserve your family treasure if you ever need long-term care.
But protecting your family requires more. Documents alone will not take care of your family because many things will change in life, including family circumstances, assets and financial position, and the law. There are two types of people: those who stick their heads in the sand and try to wish the problem away, and those who think "what if" and try to leave a better world for their family and loved ones.
But protecting your family requires more. Documents alone will not take care of your family because many things will change in life, including family circumstances, assets and financial position, and the law. There are two types of people: those who stick their heads in the sand and try to wish the problem away, and those who think "what if" and try to leave a better world for their family and loved ones.
Services
Our Jacksonville estate planning and elder law firm's core values are the traits that we believe are most important in the way we conduct business and treat our clients. Core values determine our team's priorities and the priorities of Legacy Planning Law Group. Core values are what support the vision of the firm and help shape its culture.
We know that together with your dreams and our knowledge and skills our Jacksonville Estate and Elder Law Firm Team can create an estate & elder plan that takes care of your family and gives you the confidence to finish the race strong. As owner, Bill O'Leary opened Legacy Planning Law Group with a single purpose, to help people plan ahead to leave their family in a good place.
By working with Legacy Planning Law Group, you get more than professional legal representation. Estate planning is the process of helping people answer the hard questions of who, what, when and how things will go after they pass away of become incapacitated. Good estate planning ensures that things will go smoothly and their legacy will be preserved and kept in the family.
Planning your estate after you pass away or become incapacitated in a way that protects your legacy for future generations is the best gift you can give your family. Our Florida estate planning attorneys know that the best way to help our clients is to understand your Florida estate planning needs and help you build that plan.
Asset protection planning for when, not if, a long-term care event strikes your family may make all the difference in the world when it comes to your ability to leave a legacy. Our Jacksonville attorneys at Legacy Planning Law Group know that the best way to help is to understand your planning needs.
Reviews (10)
Dawn Hall
Jan 27, 2022
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David Gast
Jan 03, 2022
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William Maier
Dec 29, 2021
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Andrea R.
Dec 26, 2021
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Debbie Rossier
Dec 02, 2021
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After a recent experience with the hassle of a relative’s estate going through the Florida probate system due to only having a will in place with no trust, my husband and I decided we didn’t want that burden for our family. Bill and his team provided a thorough understanding of the trust and will procedure and set us up with an appropriate plan. Overall, a pleasant and streamlined experience.
Carolyn Stewart
Nov 30, 2021
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We recently worked with Legacy Planning Law Group and we were very impressed. Everyone was very knowledgeable, kind and courteous which made us feel very comfortable making plans for our future and feeling confident that we had made the right decision. We were given many options to choose from and feel that we can put our trust in this group.
Monica Salomon
Nov 18, 2021
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It was a pleasure working with Bill O' Leary and his team, Cindy, Sarah, and Jeanette. Bill and his team are very experienced, professional, and were very efficient at assisting us in gathering our information and creating a personalized plan for us. I am very grateful, and I highly recommend the Legacy Law Group for your estate planning needs.
Peter Beddoe
Nov 12, 2021
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Bill and the team are very organized and took the time to listen to our needs and designed a plan that addressed them. His team was patient while explaining our options and answering our many questions. We appreciated them outlining the different steps in the process and the team communicated effectively and stuck to the timeline that was outlined. Their advice and guidance was much appreciated.
Christopher Banas
Nov 12, 2021
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Our first experience with Bill and his team was to get help unraveling the mess of a poorly worded Trust for my mother's estate. While it may have been adequate at the time, twenty plus years had passed without review or update. While possibly less expensive than Probate it was an expensive and time consuming ordeal which is exactly what my mother wanted to avoid. This experience made it clear we didn't want that for our children. Bill and team helped us craft a Trust that met our wants and needs. We enrolled in their Client Care Program to be sure that as time passes our Trust remains current
Bob Gilmer
Oct 23, 2021
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Understanding all the varied components of estate planning can be overwhelming. The Legacy Planning Law Group was very professional and knowledgeable in explaining the details of the different phases of the process. They have a step by step approach in determining your individual needs and the processes to implement them. I highly recommend the Firm.
