William A. O'Leary

We just completed the process of Estate Planning with the Legacy Planning Law Group. I was extremely impressed with Bill O'Leary and his knowledge of the many issues surrounding proper Estate Planning. Through out my career I have worked with many attorneys in various area of law. Bill is one of t...he most knowledgeable attorneys I have dealt with and is an expert in helping to plan for the future regarding the many issues our children could face. I had many questions for Bill during the process. He took the time to answer, explain and make recommendations that provided the legal solutions we needed, He has a very competent support staff including Jeanette who was very helpful during the process.

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.

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.

“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.”