Legacy Planning Law Group

What Legacy Planning Law Group does

Legacy Planning Law Group is a privately held estate planning and elder law firm headquartered at 3430 Kori Road, Suite 4, in Jacksonville, Florida, serving individuals, families, and small business owners across the seven-county Northeast Florida region (Baker, Clay, Duval, Flagler, Nassau, Putnam, St. Johns). The firm was founded in 2016 and operates with a five-person team comprising two attorneys (Bill O'Leary, Esq. and Brandon Hatch) and three support staff (an office manager/paralegal, a legal assistant, and an asset alignment coordinator). It is independent, with no disclosed parent company, external investors, or PE/VC backing.

The firm delivers legal services across four core practice areas — Estate Planning, Elder Law, Post-Death Administration, and Business Planning — organized into approximately twenty service modules including wills and trusts, powers of attorney, healthcare directives, gun trusts, pet trusts, charitable trusts, asset protection, asset alignment, special needs planning, blended-family planning, Medicaid planning, veterans pension planning, guardianship, probate, estate and trust administration, and business succession and entity formation. Its underlying technology is standard legal documentation supported by a proprietary Gun Trust compliance system and structured client-engagement programs (the 7-step Legacy Estate Program for new clients and the Client Care Program for ongoing plan maintenance).

Legacy Planning generates revenue through quote-based professional services fees rather than hourly billing, with multi-year continuity via the Client Care Program. Go-to-market is direct and consultative, anchored by free 15-minute discovery calls, in-person consultations at the Jacksonville office, educational content (a 117-page blog, YouTube videos, free brochures), and a referral network of CPAs, financial advisors, and tax professionals who co-serve clients and source new engagements. The firm is a member of NAELA, WealthCounsel, ElderCounsel, and ASNP, and was recognized as a Top Estate Planning Lawyer in Jacksonville by Three Best Rated in 2025.

Name

Legacy Planning Law Group

Legal name

Legacy Planning Law Group

Website

https://legacyplanninglawgroup.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Legacy Planning Law Group is a privately held, two-attorney estate planning and elder law firm in Jacksonville, Florida, serving individuals, families, and small business owners across Northeast Florida with wills, trusts, Medicaid planning, probate, and business succession services delivered through a quote-based, relationship-driven Client Care model.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Trust, Fiduciary, and Custody Activities (523991)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate & Probate Administration Services (FSAEAKAD), Trust & Estate Tax Planning & Compliance (FSAEAKAE)

Keywords

• Estate planning services
• Elder law services
• Probate administration
• Trust administration
• Business succession planning

Headquarters

HQ city

Jacksonville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Consultation and Planning Services: Professional legal services for estate planning, elder law, probate, trust administration, and business planning. Services include wills, trusts, powers of attorney, Medicaid planning, guardianships, business succession, and business entity formation.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels10 records

Core offering

Legacy Planning Law Group is a Jacksonville, Florida-based law firm that delivers estate planning, elder law, post-death administration, and business planning legal services to individuals, families, and small business owners in Northeast Florida. Its deliverables include wills, trusts (revocable, irrevocable, gun, pet, charitable, special needs), powers of attorney, healthcare directives, Medicaid and VA pension planning, guardianship, probate and trust administration, business succession planning, and entity formation (LLCs, S corporations). The firm packages these services through a 7-step Legacy Estate Program for new clients and an ongoing Client Care Program for existing clients.

Product overview

Legacy Planning Law Group is a law firm offering legal services across four core practice areas: Estate Planning, Elder Law, Post-Death Administration, and Business Planning. The firm provides these services as a unified offering rather than a software product platform. Their Estate Planning services include wills & trusts, powers of attorney, asset protection, special needs planning, gun trusts, pet trusts, charitable trusts, and asset alignment. Elder Law encompasses Medicaid planning, veterans pension planning, and guardianship. Post-Death Administration covers probate, estate administration, and trust administration. Business Planning includes succession planning, business formations, and LLC/S corporation services. The firm also offers client engagement programs including a Client Care Program for existing clients and a Legacy Estate Program as a structured 7-step planning process.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning services including wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and healthcare directives to protect assets and document wishes, offered to individuals and families in Northeast Florida.
• Elder Law Legal services focused on aging-related issues including senior housing, long-term care planning, Medicaid planning, and guardianships, for seniors, aging adults, and their families in Northeast Florida.
• Post-Death Administration Services for administering a deceased person's estate including probate, estate administration, and trust administration, for families and individuals in Northeast Florida.
• Business Planning Legal services for small business owners including succession planning, entity formation, and ongoing transactions support (LLCs, S corporations, contracts), for Florida small business owners.
• Legacy Estate Program A seven-step planning process guiding new clients through estate planning from initial consultation to ongoing care, with structured opportunities for the client's CPA, financial advisor, and tax professional to participate.
• Client Care Program Ongoing relationship program helping existing clients keep their estate plans updated as life circumstances change, with regular plan reviews, family meetings, and updates.

Quantifiable outcome

• Client testimonial satisfaction with plan design, management, and ongoing support
• +1 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Five partnerships are on record, tiered professional affiliation and core partnership.

• NAELA (National Academy of Elder Law Attorneys)professional affiliationOthersProfessional membership organization for attorneys specializing in elder law and special needs planning. Membership provides resources, education, and networking for attorneys practicing in these areas.
• WealthCounselprofessional affiliationOthersNational membership organization of estate planning attorneys providing comprehensive documentation systems, education, and support for estate planning practitioners.
• ElderCounselprofessional affiliationOthersProfessional organization providing elder law planning resources, documentation, and continuing education for attorneys specializing in elder law matters.
• ASNP (Academy of Special Needs Planners)professional affiliationOthersProfessional organization dedicated to helping attorneys and advisors serve families with special needs planning requirements.
• CPAs and Financial Advisorscore partnershipStrategic or Co-development PartnerProfessional partners including CPAs, financial advisors, and tax professionals who collaborate on client estate and financial planning. These partners are invited to participate in client meetings during the 7-step Legacy Estate Program planning process, particularly during Financial Team and Asset Alignment steps.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• FreeWill: Free online will and estate planning tool that helps individuals create basic estate documents at no cost. Captures the same prospect pool at the entry point and can either refer out or upsell into attorney services.
• Cake: End-of-life planning platform that helps consumers organize wishes, documents, and final arrangements. Addresses the same broader estate and legacy planning category from a more consumer-experience and content-led angle.
• Wealth.com: Digital estate planning platform built for financial advisors, enabling advisor-led estate planning workflows. Directly intersects with Legacy Planning's professional partner channel with CPAs and financial advisors.
• Trust & Will: Online estate planning platform offering wills, trusts, and related documents directly to consumers at lower price points. Competes for the same end-customer need (basic estate planning) via a tech-enabled, lower-touch delivery model.
• Vanilla: Digital estate planning platform offering wills, trusts, and healthcare directives through a streamlined online experience. Targets the same consumer estate planning need with a lower-friction, lower-cost delivery model.

Broad incumbents

• Rocket Lawyer: Online legal services provider with subscription-based access to legal documents including wills, powers of attorney, and business formation filings. Overlaps with Legacy Planning's document-centric offerings as part of a much wider legal services catalog.
• LegalZoom: Large online legal services platform offering wills, trusts, business formation, and a wide range of other legal products. Competes for the same estate planning and business formation demand with a much broader portfolio.

Direct peers

• Hopkins Centrich, PA: Florida-based estate planning, elder law, and probate firm with a comparable multi-practice structure and individual/family client focus. Closest directly comparable full-service estate planning law firm in the regional market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCcnJ04wZoLsVbcnQv1RB_Rg
• Facebookfacebook.com/legacyplanninglawgroup
• LinkedInlinkedin.com/company/legacy-planning-law-group
• Instagraminstagram.com/legacyplanninglawgroup
• Xx.com/LegacyPlanningL

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Legacy Planning Law Group