Legacy Planning Law Group

My wife and I recently met with Bill and his staff to review and modify our estate planning documents prepared by another professional adviser. It was a very pleasurable and enlightening experience . We look forward to Bill and his team assisting us with the administration of our estate in the future. Fred & Carlye Schramm

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!

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'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.

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, eliminating any family feuds later. I also found out how to avoid probate court and many other issues that I wanted my estate and family to avoid. A big awakening was that I had accumulated assets that I had forgotten about and needed to be considered in my plan. I am now in the process of aliening my assets with the assistance of the staff at Legacy Plannning Law Group, something other firms did not offer. I am glad I am not doing this on my own. They also provide advice and guidance for the first year to new clients. Again something I was not offered at other firms. Legacy Planning Law Group is a good choice. I have found the entire staff is knowledgeable and provide fast reliable response to any questions.