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Legacy Planning Law Group
- Estate Planning Law
- Jacksonville, FL
About this business
Here at Legacy Planning Law Group, this is our purpose and mission. This is why we get up in the morning as a team. This is why we exist as an elder law and estate planning law firm. 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. This is done with good planning tailored to your uniq... read more
Location details
3430 Kori Rd, Suite 4, Jacksonville, FL, 32257, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
After dealing with the aftermath when my mother passed away as well as my sister, I wanted to protect my loved ones. I was nervous to pursue developing a trust but knew it was necessary. But I was apprehensive in providing the information needed to build the trust. Bill and his team put us at ease. Not understanding what a trust would do for us, Bill took the time to explain everything and answered our questions. I was totally at ease by the end of our first meeting. We met a second time to review all the documents, an... read more
The Legacy Planning Law Group was incredibly helpful as we navigated the estate planning process. Bill helped us understand the ins and outs and thoroughly answered every question. We had to make some adjustments, which they were more than happy to accommodate. From start to finish, we know we are fully supported by Bill and his team at Legacy Planning Law Group. You can’t do better!
I recently had our wills updated and a trust package created for my husband and me. Mr. O’Leary thoroughly explains and illustrates legal concepts so they are easier to understand. I would highly recommend this firm to anyone looking for legacy planning.
This estate planning group is thorough, easy to understand and made to be convenient for the client. Everyone involved in estate planning are pleasant and easy to work with, and knowledgeable in Florida laws and legislation. My goal was to avoid probate for my beneficiary. That was achieved. Every aspect of the planning process was verbally and visually explained. I was greatly satisfied and would highly recommend them.
Bill and his team were very professional and incredibly thorough. It was a comforting experience and also a learning experience. They answered every question, and put my wife and I at ease about our trust. I would highly recommend them. You won't be disappointed. James & Lisa M.
Frequently asked questions about Legacy Planning Law Group
How is Legacy Planning Law Group rated?
Legacy Planning Law Group has a 5 star rating with 103 reviews.
When is Legacy Planning Law Group open?
Legacy Planning Law Group is closed now. It will open on Monday at 9:00 a.m.