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.

06/04/2026

7 Costly Probate Mistakes in Florida (Avoid These!)

Join Florida attorney Bill O'Leary later today as he goes lives to talk about 7 costly probate mistakes in Florida. Bil...
06/04/2026

Join Florida attorney Bill O'Leary later today as he goes lives to talk about 7 costly probate mistakes in Florida. 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 See less

It means so much to receive kind words from the families we serve. Knowing our clients feel supported, informed, and car...
06/03/2026

It means so much to receive kind words from the families we serve. Knowing our clients feel supported, informed, and cared for throughout the estate planning process is truly rewarding.

Thank you for allowing us to help protect what matters most and provide guidance during important life moments.

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

Client feedback is one of the best parts of what we do. We appreciate every family that trusts us with their planning ne...
06/03/2026

Client feedback is one of the best parts of what we do. We appreciate every family that trusts us with their planning needs and are grateful for reviews like this one.

Most people assume family can automatically step in during a medical emergency. In Florida, that is not always the case....
06/01/2026

Most people assume family can automatically step in during a medical emergency. In Florida, that is not always the case.

A dementia diagnosis, sudden stroke, or serious accident can leave loved ones unable to access accounts, make healthcare decisions, or manage important financial matters without court involvement.

Documents like durable powers of attorney, healthcare directives, and trusts can help families prepare before a crisis happens and may reduce the need for guardianship proceedings.

In our latest article, Legacy Planning Law Group discusses common situations that often lead families into guardianship court and the planning tools that may help protect your independence and your loved ones.

Read the full guide: https://legacyplanninglawgroup.com/4-things-that-lead-to-adult-guardianship-in-florida-and-how-to-plan-around-them/

Blended families often bring together different people, priorities, and life experiences, which can make estate planning...
05/31/2026

Blended families often bring together different people, priorities, and life experiences, which can make estate planning more complex than it seems.

Without a clear and intentional plan, disagreements can happen, assets may not be distributed the way you expect, and loved ones may be left with confusion during an already difficult time.

Thoughtful estate planning helps ensure your wishes are clearly documented and your family is protected for the future.

Read more: legacyplanninglawgroup.com/estate-planning/blended-families/

05/29/2026

Your Digital Afterlife: Who Owns Your Accounts When You're Gone?

Join Florida attorney Bill O'Leary later today as he goes lives to talk your digital afterlife and what happens to your ...
05/28/2026

Join Florida attorney Bill O'Leary later today as he goes lives to talk your digital afterlife and what happens to your accounts when you're gone. 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

Talking to your kids about your estate plan may feel uncomfortable, but it is an important step in helping your family u...
05/27/2026

Talking to your kids about your estate plan may feel uncomfortable, but it is an important step in helping your family understand your wishes and decisions.

In this video, Bill O’Leary of Legacy Planning Law Group shares practical guidance on how to start the conversation, explain your choices, and bring more clarity to your estate plan.

Watch the full video to learn more: Watch the full video: youtube.com/watch?v=vz5jCBeghrE

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

Alerts

Be the first to know and let us send you an email when Legacy Planning Law Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Legacy Planning Law Group:

Shortcuts

Share

Category