William A. O'Leary

Although my wife and I are both CPAs (and in theory should "know better"), in 21 years of marriage we never took the time to make a will. Our life insurance agent persuaded us that the time had come and suggested a consultation with Bill O'Leary. We honestly did not know where to begin. Bill is frien...dly, knowledgeable and personable. He took the time to fully answer all our questions, patiently explaining everything from the "big picture" down to the small details. His multi-disciplinary experience enables him to knowledgeably advise us regarding business and personal issues, as well as helping guide us through the relative advantages of such decisions as will vs. trust. In one reasonable engagement, Bill and his professional associates (particularly Jeanette) efficiently took us from "plan zero" to wills, living wills, durable powers of attorney, healthcare powers of attorney, and HIPPA authorizations, additionally providing some very practical tools such as fiduciary summaries, personal property memoranda, even a record of our computer passwords. The final product is as professional as it gets, available to us in both paper and digital versions. I wholeheartedly recommend Bill and his firm to our co-workers and other friends without reservation. I'm certain our family will continue to consult with Bill and his associates in the future.

The Financial Planning seminar is a must attend. A lot of pertinent information is covered in a succinct and meaningful manner. It is a great starting point for planning for the future. I always thought I could wait, but the seminar makes it clear that estate planning needs to begin now. The info...rmation in the seminar is indispensable. The process of developing my trust was professionally handled. Mr. O’Leary patiently and carefully went over every possible scenario, explaining each thoroughly and clearly describing my options for each. During the process, Mr. O’Leary and his staff kept me up to date on the progress of the trust and asked questions as needed to ensure my desires were clearly stated in the trust. In the review of the final product, each part was clearly explained and the trust was provided in an original, paper copy and digital copy. The total experience working with Mr. O’Leary and his staff was one of professionalism at all levels, courteousness, and respect. I was extremely and pleasantly satisfied with the experience and I would highly recommend his services to anyone.

“Bill was invaluable in helping us think through and prepare for our future with regard to estate planning. Updating our Will, preparing a Living Trust and a Living Will that follows our pro-life principals and faith has given us peace of mind knowing that we have carefully planned for ourselves and... our children, eliminating the uncertainties that can arise with change-of-life circumstances. We were impressed with the professionalism and integrity of the Legacy staff, especially their willingness to address all of our questions, clarify confusing issues, and prompt follow-up from start to completion.”