Legacy Planning Law Group

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, advan

ced 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.

Being left out of a loved one's will can raise difficult questions.Can you contest a will in Florida if you were left ou...
06/18/2026

Being left out of a loved one's will can raise difficult questions.

Can you contest a will in Florida if you were left out entirely? In some situations, the answer may be yes, but exclusion alone is usually not enough.

To challenge a will, you typically need legal standing and a valid legal basis, such as lack of capacity, undue influence, fraud, forgery, or improper ex*****on.

Because probate disputes often involve strict deadlines and complex legal requirements, it is important to understand your rights as early as possible.

Read more: legacyplanninglawgroup.com/can-you-contest-a-will-in-florida-if-you-were-left-out-of-it-entirely/

Did you know some veterans may qualify for benefits that help pay for long-term care?Many families focus on wills and tr...
06/17/2026

Did you know some veterans may qualify for benefits that help pay for long-term care?

Many families focus on wills and trusts but never learn about Aid and Attendance benefits until care is urgently needed.

The right plan can help coordinate healthcare directives, powers of attorney, beneficiary designations, and available VA benefits to better protect your family.

In our latest article, Legacy Planning Law Group explains what Jacksonville veterans should include in their estate plan and why one overlooked benefit may make a big difference.

Read the full guide:
https://legacyplanninglawgroup.com/what-jacksonville-veterans-should-have-in-their-estate-plan-that-most-attorneys-never-mention/

06/16/2026

Our goal is simple: educate, guide, and help families make informed decisions about their future.

We're honored when clients share their experiences and trust us enough to tell others about the process.

Take a moment to hear what this client had to say about working with Legacy Planning Law Group.

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.

Schedule a free discovery phone call with Legacy Planning Law Group at https://www.legacyplanninglawgroup.com/book-a-call/

Additional Content to Consider:

• Read more about this and other Estate Planning, Elder Law, and Probate topics by signing up for our blogs https://www.legacyplanninglawgroup.com/blog/

• Subscribe to our YouTube channel for more videos about this and other Estate Planning, Elder Law, and Probate topics https://www.youtube.com/channel/UCcnJ04wZoLsVbcnQv1RB_Rg

Not having a plan for who will make financial and healthcare decisions can create unexpected challenges for families dur...
06/14/2026

Not having a plan for who will make financial and healthcare decisions can create unexpected challenges for families during difficult times.

In this video, Bill O’Leary of Legacy Planning Law Group explains why naming decision makers in advance is an important part of estate planning and how it helps avoid unnecessary court involvement.

Watch the video to learn more: youtube.com/watch?v=-aNgDJ47a38

06/12/2026

2026 is the perfect time to stop putting it off and finally get your estate plan in place.

Without a plan, your loved ones may be left with confusion, delays, and difficult decisions during an already emotional time.

Taking action now helps ensure your wishes are clear and your family is protected when it matters most.

Watch the video to learn more: youtube.com/watch?v=DLYaRb1Phpk

06/11/2026

This One Tool Can Protect Your Disabled Child’s Future

Join Florida attorney Bill O'Leary later today as he goes lives to talk about one tool that can protect your disabled ch...
06/11/2026

Join Florida attorney Bill O'Leary later today as he goes lives to talk about one tool that can protect your disabled child's future. 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.

Schedule a free discovery phone call with Legacy Planning Law Group at https://www.legacyplanninglawgroup.com/book-a-call/

Additional Content to Consider:
• Read more about this and other Estate Planning, Elder Law, and Probate topics by signing up for our blogs
https://www.legacyplanninglawgroup.com/blog/
• Subscribe to our YouTube channel for more videos about this and other Estate Planning, Elder Law, and Probate topics https://www.youtube.com/channel/UCcnJ04wZoLsVbcnQv1RB_Rg

Protecting your Florida legacy means planning ahead for more than just the future, it means preparing for the possibilit...
06/10/2026

Protecting your Florida legacy means planning ahead for more than just the future, it means preparing for the possibility of long-term care.

As families age, questions about care, housing, and the rising cost of nursing home care can quickly become overwhelming without a plan in place.

Thoughtful elder law planning can help you take proactive steps to protect your assets and bring clarity during uncertain times.

Read more: legacyplanninglawgroup.com/elder-law/

Transitioning a loved one into senior housing can feel overwhelming for families.Health concerns, financial decisions, a...
06/06/2026

Transitioning a loved one into senior housing can feel overwhelming for families.

Health concerns, financial decisions, and emotional changes often come together at once, making the process more difficult.

Planning ahead and understanding your options can help make the transition smoother and less stressful for everyone involved.

An experienced elder law attorney can help guide families through important decisions and long-term care planning.

Read more: legacyplanninglawgroup.com/elder-law/

When a loved one starts needing help with decisions, guardianship is often the first option considered, but it is not al...
06/05/2026

When a loved one starts needing help with decisions, guardianship is often the first option considered, but it is not always the only one.

In this video, Bill O’Leary of Legacy Planning Law Group explains supported decision making and how it allows individuals to stay involved in their decisions while receiving help from trusted people.

Watch the full video: youtube.com/watch?v=RDa9aWPySF0

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

Website

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