Jacksonville, FL:

Legacy Planning Law Group

Legacy Planning Law Group
  • Jacksonville, FL
  • 9957 Moorings Drive, Suite 301, Jacksonville, FL 32257
  • Planning Your Future for Peace of Mind Now
  • Peer Reviews
    No Reviews
    Client Reviews
    100% Recommended (23)
  • Profile Visibility [ i ]

About our Jacksonville, FL: office

We help thoughtful people achieve the peace of mind that comes with planning their personal legacy and passing on family harmony. We are passionate about helping people with their estate planning needs. We feel strongly that good estate planning is one of the best gifts you can give to your family.

Planning for death and disability often is ignored and, sadly in far too many situations, is never done because people find the process mysterious and overwhelming. We make the process understandable and comfortable. We identify the client's concerns and journey with them through the process.

Good estate planning is not a one‐size‐fits‐all proposition. No two families are alike. Each estate plan is customized to the client's unique needs, and each client is given personal attention. A good estate plan is so much more than deciding who gets what; it is a legacy planning tool where family values and traditions are handed down to the next generation. Everyone has a legacy to pass on, not just rich people. A well‐thought‐out estate plan also promotes family harmony.

Office Details

Contact Information:
904-717-4067  Phone
904-880-5554  Phone
904-239-3298  Fax
www.legacyplanninglawgroup.com
Mailing Address:
9957 Moorings Drive, Suite 301, Jacksonville, FL 32257
Office Size:
2
Payment Information:
  • Accepts Visa, MasterCard and Discover
  • Free Initial Consultation
  • Fixed Fees Available
  • State Bar Summary:

    All Attorneys are members of the Florida Bar.

    Office Hours:
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM

    Areas of Practice (21)

    Specific Areas of Practice for our Jacksonville office:

    • Estate Planning
    • Children's Protection Planning
    • Special Needs Planning
    • Asset Protection
    • Second Marriage Planning
    • Charitable Planning
    • Income/Retirement Planning
    • Powers of Attorney
    • Pet Planning
    • Probate
    • Estate Administration
    • Trust Administration
    • Elder Planning
    • Guardianships
    • Incapacity Planning
    • Business
    • Succession Planning
    • Franchises and Franchising
    • Formation & Transactions
    • Will & Trust Contests
    • Wills & Trusts

    People (2)

    Peer Reviews

    This firm’s lawyers do not have peer reviews.

    *Attorneys who only have peer reviews prior to April 15, 2008 are not displayed.

    Client Reviews

    • 5.0/5.0 (23)
    • 100% (23)
    • Communication

      5.0/5.0
    • Responsiveness

      4.9/5.0
    • Quality of Service

      5.0/5.0
    • Value for Money

      5.0/5.0
    • Legacy Planning Law Group

      5.0/5.0 on 06/05/17 on 06/05/17

      Bill: I appreciate your counsel and advice in re-writing and re-positioning my estate after losing my wife. The work was timely and professional. Good Job.

      Read more

      Bill: I appreciate your counsel and advice in re-writing and re-positioning my estate after losing my wife. The work was timely and professional. Good Job.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 05/30/17 on 05/30/17

      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 complex...

      Read more

      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 allmatters was greatly appreciated.
      I would strongly recommend them to anyone whois planning their estate.{para}
      Mike & Joyce Finnen

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 04/23/17 on 04/23/17

      We have just completed working with William O'Leary of the Legacy Planning Law Group to set up a Trust, Living Wills and Powers of Attorney. As we are in our “Seni...

      Read more

      We have just completed working with William O'Leary of the Legacy Planning Law Group to set up a Trust, Living Wills and Powers of Attorney. As we are in our “Senior Years” we feel much more comfortable knowing that our health and financial affairs are in order. Mr. O’Leary listened carefully to our concerns and then developed a program tailored to our specific needs. He was understanding, caring, and very insightful. We would highly recommend Mr. O’Leary and the Legacy Planning Law Group.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 04/20/17 on 04/20/17

      My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and...

      Read more

      My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. He was able to answer all of our questions regarding the latest estate laws which appear to have been revised over the years. He, Jeannette and Jennifer were very helpful, courteous, prompt and professional in implementing this process in terms which we could understand.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 04/15/17 on 04/15/17

      Bill O'Leary with Legacy Planning Law Group helped us with our estate plan. We were overwhelmed by the whole process so we had put it off for a long time. If we had known...

      Read more

      Bill O'Leary with Legacy Planning Law Group helped us with our estate plan. We were overwhelmed by the whole process so we had put it off for a long time. If we had known how simple and low-stress Bill makes the process we wouldn't of procrastinated so long. We cant say enough good things aboutBill an Legacy Planning Law Group. {para}Cyndee an Mark Hickson

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 04/14/17 on 04/14/17

      We recently had our Living Will completed by Mr. Bill O'Leary. We can honestly say the process from beginning to end was very professional, organized, and extremely infor...

      Read more

      We recently had our Living Will completed by Mr. Bill O'Leary. 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. The Mitchems Cornelius & Joyce

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 03/31/17 on 03/31/17

      It was a pleasure working with Legacy Law Group. They made the process of Estate Planning straightforward and easy to understand. Attorney William O'Leary took time to u...

      Read more

      It was a pleasure working with Legacy Law Group. They made the process of Estate Planning straightforward and easy to understand. Attorney William O'Leary took time to understand and explain which documents would be most appropriate for our specific situation. Jeanette was a pleasure to do business with, she drafted all of our documents quickly and accurately. Our family would definitely recommend their services!!

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 03/02/17 on 03/02/17

      Our Church Endowment Committee invited Bill to lead a workshop on estate planning. We were impressed with his presentation style, his knowledge of the law and his willin...

      Read more

      Our Church Endowment Committee invited Bill to lead a workshop on estate planning. We were impressed with his presentation style, his knowledge of the law and his willingness to share his perspectives on faithful stewardship. Bill is a very capable attorney who gives clients his personal and friendly attention. We have been very pleased with his services and would highly recommend him to assist you with deciding how your legacy will be passed on to your next generation.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 02/22/17 on 02/22/17

      "Bill was invaluable in helping us think through and prepare for our future with regard to estate planning. Updating our Will, preparing a Living Trust and a Living...

      Read more

      "Bill was invaluable in helping us think through and prepare for our future with regard to estate planning. Updating our Will, preparing a Living Trust and a Living Will that follows our pro-life principals and faith has given us peace of mind knowing that we have carefully planned for ourselves and our children, eliminating the uncertainties that can arise with change-of-life circumstances. We were impressed with the professionalism and integrity of the Legacy staff, especially their willing

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less
    • Legacy Planning Law Group

      5.0/5.0 on 02/20/17 on 02/20/17

      Bill and his team were extremely helpful--technically qualified and great communicators. We have recommended Bill to our family members in the Jacksonville area.

      Read more

      Bill and his team were extremely helpful--technically qualified and great communicators. We have recommended Bill to our family members in the Jacksonville area.

      • Communication

        5.0/5.0
      • Responsiveness

        5.0/5.0
      • Quality of Service

        5.0/5.0
      • Value for Money

        5.0/5.0
      Read less

    See All 23 Reviews See All 23 Reviewed Attorneys »

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    Jacksonville, Florida

    • Jacksonville, FL
      9957 Moorings Drive, Suite 301
      Jacksonville, FL 32257

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