Reviews

Jennifer Singh Esq and Jeanette Saville of the Legacy Planning Law Group handled the estate of my father, i was completely satisfied with their work, i live in washington dc, so all the form that were possible to be done digitally, on my iPad saved a lot of running around and time, have a good understanding of the flanger county probate system there time estimate for the process were accurate i also highly recommend them

Upon retirement my wife and I realized that we needed to update our will. We met with William O'Leary and he carefully listened to our requirements. He then educated us on the probate process, and recommended that we consider a living trust along with the will. It became clear to us that his advice was justified. The will and living trust were done quickly and accurately. I would also add that Mr. O'Leary handled this sensitive process with warranted compassion.

We worked with Bill and his team recently to do our estate planning. We found everyone at his office to be professional, patient, efficient, and extremely knowledgeable. This is generally a high stress process, but they made it painless for us to put our affairs in order, with great sensitivity. Bill helped us think about things that would not necessarily have been on our radar, for which we are so appreciative. His advice about creating a revokable trust trust was invaluable for us, for tax purposes. We are so relieved to have completed this process. One less thing to worry about.

Dear Bill: I appreciate your counsel and advice in re-writing and re-positioning my estate after losing my wife. The work was timely and professional. Good Job.

We have just completed working with William O'Leary of the Legacy Planning Law Group to set up a Trust, Living Wills and Powers of Attorney. As we are in our “Senior Years” we feel much more comfortable knowing that our health and financial affairs are in order. Mr. O’Leary listened carefully to our concerns and needs and then developed a program tailored to our specific needs. He was understanding, caring, and very insightful. We would highly recommend Mr. O’Leary and the Legacy Law Group to anyone seeking legal advice and financial planning.

My wife and I recently engaged Bill O’Leary of The Legacy Planning Group to guide us through the preparation of a family trust, living wills, powers of attorney and health directives. We had procrastinated in doing this for too many years. He was able to answer all of our questions regarding the latest estate laws which appear to have been revised over the years. He, Jeannette and Jennifer were very helpful, courteous, prompt and professional in implementing this process in terms which we could understand. We highly recommend Bill and his “team”.

Bill O'Leary with Legacy Planning Law Group helped us with our estate plan.  We were overwhelmed by the whole process so we had put it off for a long time.  If we had known how simple and low-stress Bill makes the process we wouldn't of procrastinated so long.  We cant say enough good things about Bill an Legacy Planning Law Group. Cyndee an Mark

We recently had our Living Will Trust completed by Mr. Bill O'Leary and his staff. We can honestly say the process from beginning to end was very professional, organized, and extremely informative. He and his staff made us feel right at home and listened carefully to our final wishes upon death. If you and your family haven't made your final written plans we highly recommend contacting Mr. O'Leary and his staff today. Don't delay!!! This without a doubt will be one of the best decisions you've ever made. Peace of Mind is a blessing in itself. The Mitchems Cornelius & Joyce

The knowledge shown by Legacy Planning Law Group far surpassed my expectations for the Gun Trust that was put together for me. Bill O'Leary and his team were very professional in the execution of the trust, and made the process painless.

It was a pleasure working with Legacy Law Group. They made the process of Estate Planning straightforward and easy to understand. Attorney William O'Leary took time to understand and explain which documents would be most appropriate for our specific situation. Jeanette was a pleasure to do business with, she drafted all of our documents quickly and accurately. Our family would definitely recommend their services!!

I just had living trust done by William O'Leary and found him to be very informed and patient in explaining all the details of the trust. He and his staff are well informed and efficient. I would recommend him to anyone needing some estate planning.

This is to acknowledge the excellent work that Bill O'Leary and his team at Legacy Planning Law Group did for Karen and I on our estate planning. There is no doubt that Bill is an expert on estate law and he ensured that Karen and I are protected and comfortable with both our living wills and health care designates should we need it. I would highly recommend Bill and Legacy Planning law Group for anyone wanting to be put in place a sound estate and health care plan.