Legacy Planning Law Group

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Legacy Planning Law Group We are an Estate & Elder law firm that likes to take the TEAM approach to help our clients.

Legacy Planning Law Group is a Jacksonville firm specializing in estate planning, elder law, and probate law. Attorney Bill O’Leary and his team have helped hundred of families prepare everything they need to preserve their legacies: establishing revocable living trusts (and the associated trust funding), last will and testaments, designations of the executor and trustees, power of attorney, advanced directives, and healthcare surrogates. For those whose loved one passed away without creating an estate plan, the probate and estate settlement experts on the team will make the court process as painless as possible. Legacy Planning Law Group also offers assistance to clients that are planning for (or dealing with) concerns related to advanced age planning: long term care solutions, Medicaid planning, designating a healthcare proxy, establishing a lady bird deed, creating a qualified income trust, and whatever else needs to be done to deal with the legal challenges that crop up during the golden years. For all Legacy clients, the firm is ready to do whatever it can to help them protect their families and preserve their legacies.

We’re so grateful for the kind words and positive feedback from our clients! At Legacy Planning Law Group, we believe es...
10/27/2026

We’re so grateful for the kind words and positive feedback from our clients! At Legacy Planning Law Group, we believe estate planning is about more than documents—it’s about building relationships, providing peace of mind, and helping families feel confident about their future.

We’re grateful for feedback like this. Taking the time to answer questions, explain options, and help clients feel comfo...
10/25/2026

We’re grateful for feedback like this. Taking the time to answer questions, explain options, and help clients feel comfortable moving forward is an important part of what we do. Thank you for trusting our team with your plans.

Ready to start your estate planning?

Book a call → legacyplanninglawgroup.com/book-a-call

When someone passes away, their assets don’t simply go straight to the heirs.During probate, the estate’s debts, expense...
10/23/2026

When someone passes away, their assets don’t simply go straight to the heirs.

During probate, the estate’s debts, expenses, and valid creditor claims must be addressed before remaining probate assets can be distributed. Florida law also establishes an order of priority for certain claims.

Want to understand the probate process? Watch the full video here: youtube.com/watch?v=AI4YuHyJYOU

10/21/2026

Does your spouse automatically have power of attorney in Florida?

Marriage alone does not give your spouse authority to manage your individual financial matters. Having the right documents in place can help clarify who can act on your behalf and what authority they have.

Take our 8-question quiz to review some important aspects of your power of attorney and see what areas may be worth a closer look.

Read more: legacyplanninglawgroup.com/does-your-spouse-automatically-have-power-of-attorney-in-florida-take-the-8-question-quiz/

A note in a desk drawer says one child should get the lake house. The will says split everything four ways. Now what?Flo...
10/19/2026

A note in a desk drawer says one child should get the lake house. The will says split everything four ways. Now what?

Florida answers that question clearly: a handwritten, unwitnessed will is not valid here, even if it would have been valid in the state where it was written. But an invalid note can still fund years of courtroom fighting, because it only has to exist to make someone believe Dad changed his mind.

Here’s what does work. A Florida will needs two witnesses who sign in front of you and in front of each other. And you can keep a signed list of personal items, what we call a personal property memorandum, that your will points to. It handles jewelry, furniture, and tools, though not real estate or accounts.

In our latest article, Legacy Planning Law Group explains what Florida requires and where handwritten notes go wrong.

Read the full guide: https://legacyplanninglawgroup.com/the-handwritten-note-that-kept-a-florida-estate-in-probate-court-for-six-years/

Considering a land trust for Florida real estate?A land trust may offer privacy, but there are important limits to under...
10/18/2026

Considering a land trust for Florida real estate?

A land trust may offer privacy, but there are important limits to understand. It is not an asset protection tool by itself, and avoiding probate depends on how the trust is structured.

Read the full article to learn more: legacyplanninglawgroup.com/what-is-a-land-trust-in-florida-privacy-protection-and-real-limits/

Planning for incapacity means more than deciding who will manage your finances or health care.In Florida, a preneed guar...
10/16/2026

Planning for incapacity means more than deciding who will manage your finances or health care.

In Florida, a preneed guardian declaration lets a competent adult name their preferred guardian in advance. It does not prevent guardianship, and the court still considers whether the chosen person is qualified.

It works alongside other incapacity planning documents as part of a broader plan.

Read more: legacyplanninglawgroup.com/preneed-guardian-in-florida-naming-your-own-guardian-before-a-court-does/

10/15/2026

The Hidden Estate Planning Document Most Families Overlook.

Join Florida attorney Bill O'Leary later today as he goes lives to talk about the hidden estate planning document most f...
10/15/2026

Join Florida attorney Bill O'Leary later today as he goes lives to talk about the hidden estate planning document most families overlook. Bill's talk is part of a weekly Facebook Live series called Thirsty Thursday where he goes live to talk about a different topic relating to estate planning, elder law, and probate.

Legacy Planning Law Group is dedicated to helping people protect their family and preserve their legacy. We serve families and seniors with Estate Planning, Elder Law, and Probate needs throughout the greater Jacksonville, Florida area.

After a loved one passes away, there are still important details to take care of.Settling an estate may involve identify...
10/14/2026

After a loved one passes away, there are still important details to take care of.

Settling an estate may involve identifying heirs, gathering assets, addressing debts and taxes, and distributing inheritances.

Knowing what’s involved can help families better understand the steps that follow.

Download our free Post-Death Administration Brochure, then contact us to discuss the next steps for your family.

legacyplanninglawgroup.com/post-death-administration-brochure/

Address

3430 Kori Road Suite 4
Jacksonville, FL
32257

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19048805554

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