Legacy Planning Law Group

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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, advanced 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.

Before assets can be distributed during probate, they first need to be identified, listed, and valued.An estate inventor...
10/10/2026

Before assets can be distributed during probate, they first need to be identified, listed, and valued.

An estate inventory may include real estate, bank accounts, investment accounts, and personal property. The assets are valued as of the date of death.

See how this step fits into the Florida probate process in Video #7.

Watch the full video: youtube.com/watch?v=67cVk2OaEiE

When someone can no longer manage their own needs or affairs, guardianship may become an important consideration.In Flor...
10/09/2026

When someone can no longer manage their own needs or affairs, guardianship may become an important consideration.

In Florida, a guardian is appointed by the court to care for an incapacitated person or manage their assets.

Understanding guardianship can help families make informed decisions when planning for incapacity.

Read more: legacyplanninglawgroup.com/elder-law/guardianship/

10/08/2026

Is Aging in Place the Right Choice?

Join Florida attorney Bill O'Leary later today as he goes lives to discuss if aging in place is the right choice.  Bill'...
10/08/2026

Join Florida attorney Bill O'Leary later today as he goes lives to discuss if aging in place is the right choice. 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

10/07/2026

Long-term care can bring financial decisions that are easier to consider before they become urgent.

Planning ahead means looking at potential care costs, financial resources, legal documents, and whether Florida Medicaid may be an option for your situation.

Every situation is different, so knowing what options may be available can make a difference.

Read more: legacyplanninglawgroup.com/media-room/ #/media-room/article/445133/elder-law-attorney-in-jacksonville-fl-explains-long-term-care-financial-risks

Another wonderful client experience!We’re so happy to hear that Jeanette and Brooke were patient, thorough, and helpful ...
10/06/2026

Another wonderful client experience!

We’re so happy to hear that Jeanette and Brooke were patient, thorough, and helpful throughout the planning process. We believe you should never feel rushed or unsure when making important decisions about your future.

Thank you for trusting our team and for taking the time to share your experience!

Building a business takes years. Giving some thought to its next chapter is part of that work.Business succession planni...
10/03/2026

Building a business takes years. Giving some thought to its next chapter is part of that work.

Business succession planning can help you consider who may take over, how ownership and management will transition, and whether family members, employees, or another buyer may be involved.

Your plan can also be updated as circumstances change.

Read more about business succession planning on our website:
legacyplanninglawgroup.com/business-planning/business-succession-planning/

If a court ever had to appoint someone to make decisions for you, would it pick the person you'd want?Most plans cover t...
10/02/2026

If a court ever had to appoint someone to make decisions for you, would it pick the person you'd want?

Most plans cover the money and the medical calls. Very few answer this third question, and it only comes up once someone has already filed a petition. By then you have no say in it.

Florida lets you name that person ahead of time. The declaration is short, but the rules are strict: you sign while you're still competent, in front of two witnesses who are both there at the same time. File it with the clerk in Duval County and it gets pulled from the file when it's needed. A power of attorney and a health care surrogate may keep you out of court entirely. This covers you if that fails.

In our latest guide, Legacy Planning Law Group walks through how a preneed guardian works.

Read the full guide: https://legacyplanninglawgroup.com/preneed-guardian-in-florida-naming-your-own-guardian-before-a-court-does/

What happens to debts after someone passes away?During probate, creditors may have an opportunity to file claims against...
10/02/2026

What happens to debts after someone passes away?

During probate, creditors may have an opportunity to file claims against the estate. In Florida, creditors who receive notice generally have three months to file a claim.

The personal representative handles these claims as part of the probate process.

See how creditor claims fit into the probate process.

Watch the full video here: youtube.com/watch?v=_KN-CNZ4kvw

10/01/2026

Two of the Biggest Estate Planning Mistakes Families Make

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

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