Legacy Protection Lawyers

HOLY COW! I feel lucky to have found Legacy Protection Lawyers and cannot say enough about them. They are one of the most detail oriented law groups that I have worked with. My wife and I needed to update our wills and trusts due to changing circumstances in our lives and we had previously used a highly recommended silk stocking firm. The person we dealt with there retired and a good friend recommended Legacy to us. I found them to be extremely professional, efficient, and reasonable. It was a pleasure working with them and the experience was tremendously positive as they took care of things that I never would have thought of. I am grateful that we have connected with a highly competent group of attorneys that I feel comfortable with and I can trust.

Everyone we worked with at Legacy Protection Lawyers was very knowledgeable, thorough and helpful throughout the process of working with my husband and me on our marital planning and wills. They took the time to explain complicated concepts to us and had the answers to all of our questions, which made us feel more prepared during a busy time in our lives. We highly recommend them!

Bill McQueen and his Legacy Protection Lawyers firm was recommended to us by our Financial advisor Jeff Tillman. And both my wife and I were very much impressed following our 2 hours in-person consultation with him. He meticulously reviewed our existing Trust Documents in advance and recommended all changes in detail that we need to have it in place after relocating to Florida from Maryland. Bill is extremely knowledgeable, very professional and a very good listener. His co-attorney Claire McQueen Sater has been nothing but equally good to work with. After our initial meeting, we went back and forth with the newly drafted documents for all the changes we wanted and they both were so friendly and nice to work with until the Final Draft was completed. The signing ceremony was a very pleasant experience and even after that, they followed up to make sure all documents were to our satisfaction. Without hesitation and any reservations, I would strongly recommend them to my family and friends.

My husband and I have been clients of Legacy Protection Lawyers for several years now. Our experience in working with Nicole Cleland has been wonderful. She is very knowledgeable, thorough, and patient with any questions we may have. The entire staff is very helpful in any way they can assist. We highly recommend working with Nicole and the group at Legacy Protection Lawyers.

As the first person in my family to consider having a trust, I’m so grateful that Nicole Cleland was there to guide me through the process. She is extremely knowledgeable, patient and provided meaningful explanations at all times. Nicole worked with all family members and was readily available for questions. She familiarized herself with the specifics for my family and tailored a document that meets all our needs. I highly recommend her. Lorraine M.

I was referred to LPL and was very pleased that I went here. Nicole was the attorney assigned to me for the process of setting up a trust. Nicole spoke to me in terms that I understood and I truly felt she had my best interest at heart. From the draft that I was sent home to go over to the changes that occurred on signature day I felt confident about my decisions and was very pleased to have gone to Legacy Protection Lawyers. ⭐️ ⭐️ ⭐️ ⭐️ ⭐️

I had a wonderful experience with Erica Smith Roodhouse who assisted me with amending my wills and trust. She explained everything clearly and patiently and communication was prompt and professional throughout. I was very satisfied with the Law firm and can highly recommend the firm to anyone looking for a knowledgeable, and trustworthy estate planning guidance.

Highly Recommend Nicole Cleland for Estate Planning and Executor Support! I have had the privilege of working with Nicole Cleland of Legacy Protection Lawyers for both my personal legacy planning and in my capacity as an executor of an estate. In both roles, she has been absolutely outstanding. Nicole is a great communicator who responds quickly to all questions, which is invaluable during complex legal processes. What truly sets her apart is her extreme patience. She takes the time to clearly explain complex topics, ensuring everything is understood even when multiple explanations are needed. If you are looking for professional, responsive, and clear legal guidance for estate matters, I highly recommend Nicole.

Bill McQueen is truly exceptional. I worked with him personally on my family’s will, trust, and estate planning, and the experience exceeded every expectation. Bill is patient, thorough, and incredibly knowledgeable. And, he explains complex issues in a way that’s clear, practical, and easy to move forward on. I’ve also had the opportunity to work alongside Bill in my capacity as CPA/CFO on multiple client matters. His work is consistently precise, thoughtful, and grounded in what is best for the client. His communication is excellent, his team is organized and responsive, and his approach inspires confidence at every step. Bill is incredible, and we trust Legacy Protection Lawyers implicitly. Highly recommend.

Erica Roodhouse helped me with a probate issue and I could not be more pleased with the service she and her team provided. I was kept informed throughout, and the process was quick and efficient.

The entire staff was very helpful with any interactions we had. My Attorney, Erica Smith Roodhouse, did not rush through our meetings and took great care to explain everything to me. I am more than satisfied with this Law Firm and highly recommend it.

Mr. McQueen (Bill) did an excellent job of guiding us through a very complex estate planning update. He and I were both CPAs in earlier careers and I really appreciated his attention to not only legal and estate tax issues, but income tax issues as well. Not many attorneys possess his level of knowledge regarding taxation. As none of our adult children live locally it was important to us that we retained legal services with a firm that has sufficient staff to assist with the many tasks involved with estate administration. We were very impressed with our dealings with Bill’s staff and are confident that the firm will be able to help when necessary.

Erica made my estate planning as easy & smooth as possible. She explained my options helped making decisions very simple and pointed out things I didn't even think about. After a phone call and a follow-up email, all was ready for the in-person signing. The binder they give at the signing makes it easy for others to manage after I am gone and gives me the piece of mind I want. Looking forward to my complementary 3 year check in come 2028, but I know she is there sooner, if needed. Thank you Erica and your whole team!

My wife Gail and I could not have been more pleased with our estate planning experice with Bill, Clare and the whole team at Legacy. The quality and timeliness of their work could not have been better. Their attention to and understanding of our particulary goals were top notch. We have every confidence that our continued experience with them will surpass our expectations. If you are already considering another lawyer or firm to handle your estate planning or any matters related thereto, you honestly do owe it to yourself and your family to at least give Bill a call.

It is with pleasure that we highly recommend Bill McQueen and his law firm to anyone looking for their estate planning needs. We were referred to Bill by a friend. She readily shared examples of her own positive experience with Bill and his competent associates at Legacy Protection Lawyers. As a couple in our 80s, married this year, both previously widowed with separate and now blended families, it was very important to get our estates in order and not burden our children with confusion when we passed. It was of great importance to us that our Trusts and Wills clearly expressed our wishes. Equally important, we wanted to assure that management and distribution of our separate assets were in accordance with the estate laws of Florida. The four meetings we had with both Bill McQueen and his daughter, Clare McQueen Sater, were so helpful. They guided us through the process, determining our needs and providing us with options. Each of them “listen to understand” (as opposed to others who seem to listen more in order to reply!). They truly helped us consider various options and understand the implications of each choice. Estate planning is inherently difficult, at best. If you choose to work with Bill McQueen and his firm, you will be very pleased! We also were impressed with Clare McQueen Sater and would readily choose her for our attorney or trustee should we have such a need in the future. Dick & Christine Cobb

We recently moved to Florida from Michigan and needed to update our wills and estate plan to meet Florida standards. . We discovered LPL through a recommendation from Fidelity. We worked with the LPL team through Erica Roadhouse and discovered a number of documents which were missing and needed to be addressed Erica made those corrections for us, and we now feel confident that our trust is in order. Erica made the process very easy, and it was a pleasure working with her.

The lawyer that handled our business was Erica Smith Roodhouse. She is a very pleasent lady who did her job with care, and a strong desire to make sure everything was done correctly. It was a pleasure to work with her, and we will certainly work with her again, should we have a need for any of the services that she can offer. We have used other lawyers in other parts of the country, none of them came close to matching the thoroughness and care we received at LPL.

Over my career, I have worked with dozens of estate planning lawyers. So, I was very selective when it came time to put my estate in order. Engaging Bill McQueen is one of the best decisions I’ve ever made. From the initial consultation, Bill put me at ease. He answered all my questions and listened carefully to my goals and objectives, crafting a comprehensive plan that was tailored to my unique situation. His profound knowledge instilled confidence that my wishes will be honored and my assets protected. Thanks to Bill and his team, my family and I finally have a comprehensive estate plan that brings peace of mind and security for my family's future. I highly recommend Bill and his team at Legacy Protection Lawyers to anyone seeking top-notch estate planning services. Brian Puckett | JD | CPA | CFP®

We recently decided to update our estate planning documents. We were referred to Mr.Bill McQeen of Legacy protection Lawyers in St.Petersburg. We have a modest portfolio but fairly complex set of documents. Bill ( Mr. Mcqeen) thoroughly reviewed our existing documents and took time to listen to our intentions and plans. After preparing the updated documents,we had a zoom meeting with us and our wealth management team, took their input as well to prepare final documents. He then took time to go over the documents with us. We recently finished signing the documents. Bill is very thorough, knowledgeable and patient.He listens carefully and communicates clearly. We are extremely satisfied and feel confident in referring him to our friends. Thank you Bill Sathya and Prakash