Legacy Planning Law Group
3430 Kori Road, Jacksonville, FL 32257
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Legacy Planning Law Group is a law institution located at 3430 Kori Road in Jacksonville, Florida, United States. Specializing in estate planning, the institution offers services such as wills and trusts, powers of attorney, asset protection, special needs planning, and more. Clients have praised the knowledgeable and professional team at Legacy Planning Law Group for their efficient and personalized service. The institution also provides comprehensive guides on estate planning for non-traditional families and offers advice on kickstarting retirement savings for teenagers. With a focus on protecting families and preserving legacies, Legacy Planning Law Group is dedicated to helping clients navigate the complexities of estate planning. Operating from Monday to Friday, the institution welcomes clients from various counties in Florida.
Reviews
"I felt welcomed from the first appointment. The staff is friendly and knowledgeable. My experience was a process that took a few months. There was always someone there to answer questions if it was needed. I can strongly recommend Legacy Planning Law Group to help you through any type of legal issue you may want to pursue. I feel confident your needs will be met on all levels!"
"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, and provide our signatures. Once again Bill and his team walked us through the documents and answering our questions. I look forward to our continued relationship. I highly recommend the Legacy Planning Law Group."
"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."
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