Legacy Planning Law Group

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, advan

ced 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.

Florida has two types of probate: formal administration and summary administration.Formal administration is the full pro...
08/28/2026

Florida has two types of probate: formal administration and summary administration.

Formal administration is the full probate court process. Summary administration may be available in certain situations when an estate meets specific requirements.

Watch the full video: youtube.com/watch?v=KnYn2-64nW8

08/27/2026

It's National Make-A-Will Month: Do You Have a Plan?

Join Florida attorney Bill O'Leary later today as he goes lives during  National Make-A-Will month to talk about the imp...
08/27/2026

Join Florida attorney Bill O'Leary later today as he goes lives during National Make-A-Will month to talk about the importance of having a plan. 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

Thank you for your kind words and for trusting Legacy Planning Law Group with your estate planning needs.We're grateful ...
08/26/2026

Thank you for your kind words and for trusting Legacy Planning Law Group with your estate planning needs.

We're grateful for every client who shares their experience with our team.

Book a call → legacyplanninglawgroup.com/book-a-call

A heartfelt thank you to this client for taking the time to leave such a thoughtful review.
08/25/2026

A heartfelt thank you to this client for taking the time to leave such a thoughtful review.

Imagine your children inheriting your home. One wants to sell. One wants to move in. One wants to keep it for holidays. ...
08/24/2026

Imagine your children inheriting your home. One wants to sell. One wants to move in. One wants to keep it for holidays. Who breaks the tie?

The house is often the biggest thing a family passes down. Splitting it equally sounds fair, but it can leave several owners and nobody in charge while taxes and repairs keep coming due.

A trust can name one decision-maker, spell out whether the home is sold or kept, and set aside money for upkeep. For Jacksonville families, that can mean fewer probate delays and less risk of a court fight between siblings.

In our latest article, Legacy Planning Law Group explains whether a trust can be sued, what it does and does not shield, and the instructions that keep an inherited home from dividing a family.

Read the full guide: https://legacyplanninglawgroup.com/the-house-that-cost-three-siblings-everything-a-florida-inheritance-story/

Probate planning can give your loved ones clearer direction and help reduce confusion during a difficult time.Keeping yo...
08/23/2026

Probate planning can give your loved ones clearer direction and help reduce confusion during a difficult time.

Keeping your estate plan up to date also helps make sure your wishes are clearly documented.

Read more: legacyplanninglawgroup.com/media-room/ #/media-room/article/423221/probate-lawyer-in-jacksonville-fl-shares-estate-tips-for-2026

08/21/2026

Should you put your car in a trust?
For many people, it may not be necessary.

This video explains why, including DMV procedures, probate, insurance, loans, taxes, and situations where an exception may apply.

Watch the full discussion on our YouTube channel: youtube.com/watch?v=V_M9Wt_7wGw

Not all assets go through probate.The way an asset is titled or whether it has a named beneficiary can affect how it is ...
08/19/2026

Not all assets go through probate.

The way an asset is titled or whether it has a named beneficiary can affect how it is transferred.

Life insurance and retirement accounts with beneficiaries, jointly owned accounts, and assets held in a living trust may avoid probate. Assets owned only in your name may require the probate process.

Watch the full video to learn more: youtube.com/watch?v=BuLdKyeCwTA

Someone you love has just passed away, and suddenly you are facing a pile of decisions you have never made before. Where...
08/18/2026

Someone you love has just passed away, and suddenly you are facing a pile of decisions you have never made before. Where do you even begin?

The first two weeks are the hardest, and a few tasks in Florida carry real deadlines. Knowing the order to follow can bring a little calm to an overwhelming time.

Start with the basics: arrange care for the home and pets, order plenty of certified death certificates, and remember Florida's 10-day rule for depositing the original will with the court. Try not to pay debts personally or give away belongings too soon, since that can cause problems later.

In our latest guide, Legacy Planning Law Group breaks down a simple, step-by-step checklist for Florida families and when it helps to call a probate attorney.

Read the full guide: https://legacyplanninglawgroup.com/what-to-do-in-the-first-two-weeks-after-a-loved-one-dies-a-florida-checklist/

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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