Legacy Planning Law Group

Our experience with Legacy was excellent! Bill, Brandon and the entire team were very organized, friendly and professional. Bill and Brandon thoroughly explained all aspects of the plan we wanted to put in place. In addition Bill very kindly rushed the execution of our plan to accommodate my desire to complete it prior to a planned surgery. We are grateful for their support!

Working with Legacy Planning was a wonderful experience. They simply explained a quite complicated process and gave ample opportunities for questions/clarifications. The entire staff was welcoming and knowledgeable. All of our needs were addressed (trust, will, power of attorney, HIPPA release, etc) completely. We recommend Bill and his team without hesitation and feel extremely comfortable with our decisions for the future.

Mr. O’Leary and his supporting team are a MARVELOUS crew! Their Client Care Program fits the needs of my wife family and Me. We feel much more prepared and secure whilst in our “60’s” and approaching possible retirement within the next few years. Knowing, through our Trust Bill prepared, our adult 4 children shall be guided with confidence, through life in our absence and not having to fight various agencies to clear the “Estate” brings us happiness and security. Thank you Mr. O’Leary and professional efficient TEAM!

I have had a will in place for some time but recently decided that I wanted some specific items and funds to go to different places and individuals. I wanted to make sure that children and grandchildren received certain items and that my assets were divided or used in certain ways. I don't have a large estate just specific wishes. I decided to schedule an initial consultation with Legacy Planning Law Group. After calling several firms I decided I wanted a local firm not a regional office. The Legacy Planning Law Group was a great find for my needs. I thought I was fine and needed just an additional amount of planning to document my wishes. The initial consultation was a big learning experience. I had my children attend so they knew how I wanted my assets divided and why, eliminatin

I'm glad I chose Legacy Planning Law Group. The entire staff is not only knowledgeable, but also friendly. Their videos and one-on-ones make it easy for you to choose the right plan for you and your family. Their no-pressure approach is a winner. Legacy is the perfect name as they made it easy for me to know how to leave a financial and memorable legacy to my loved ones. Thank You Legacy Planning Law Group.