William A. O'Leary

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.

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 la...test 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”.

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.

My husband and I met with Bill O'Leary of Legacy Planning Law Group to review our estate planning needs. Having a special needs daughter has always made us think of the possibility of a future for her and her sister without us; and how important it is to make sure our wishes are carried out. Mr. O'...Leary and his staff welcomed us, and made what we consider one of the most important decisions we can make as parents easier. He explained things in easy to understand terms and has helped us to have peace of mind that our family will be taken care of in the future.