Reviews

We had the wonderful opportunity to work with Kim when we decided to go through Wills & Wellness for our estate planning. She clearly guided us every step of the way, so instead of facing a difficult and emotional process, we were able to smoothly transition all of our assets and finally get peace of mind. Kim is professional, kind and listened to us and our concerns. She also is excellent at explaining the details in a way that we could comfortably understand. Everyone we worked with in her office was also just as helpful and friendly. I highly recommend her and promise your best interests will be her focus.

My husband and I used Kim and her firm to set up our estate plan. We were impressed with the entire process - from the tools they give you to compile the information they needed to the estate plan package itself. A great experience - we would highly recommend Kim and her team.

Kimberly and her team completed my Trust this summer. Beyond the standard lawyer work that I expected, I felt like my specific concerns and priorities were given honest and devoted attention. Kimberly both addressed my priorities, and then gave me new things to consider and plan for beyond those base concerns. She eased all of my questions with answers and action items, and overall, she made this generally uncomfortable process of Estate Planning warm and fulfilling.

It was so easy to set up our Family Trust. I feel more secure that we have this in place.

My wife and I worked with Kim to develop a comprehensive estate plan for our family. Kim takes the fear and awkwardness out of estate planning. She makes difficult concepts easy to understand and has a very efficient process. She is upfront and transparent about her fees and didn't try to sell us things we didn't need. We would highly recommend Kim for any estate planning need.

Loved working with Kim and her team. They helped me get "my backpack" in order. Now no matter what happens to me, I know all of my wishes will be carried out according to plan.

Kim Ruddell was very thorough in preparing our Trust Fund. She answered all our questions in a timely manner and continues to do so. We now feel confident that we have our affairs in order and that our heirs will be provided for as we wished. We strongly recommend Kim and her expertise.

Kim and her staff were amazing! The entire process was pleasant even for my in-laws. Wills and Wellness' educational session (at the beginning) answered so many of our questions and set our minds at ease. Kim was so patient in answering even the silliest questions that it made the whole process painless. Very thankful and happy, indeed!

Kim was excellent in clarifying the details regarding creating an estate plan. She continues to provide follow up information with my questions!

I was referred to "Wills and Wellness' by my wealth manager with the highest recommendation. He felt Kim and Bonnie's progressive, life-encompassing approach to estate planning was both impressive and would suit my needs in particular. I found the education Kim provided comforting and instructive. I also asked that my grown daughter be included in the process so that she would understand my plan and wishes. Estate planning can be emotional and overwhelming. I found that Kim made it less frightening for me and she skillfully guided me through this process. I will continue my estate planning with Kim as changes in my life unfold.

Kim and Bonnie are the best! everyone at Will and Wellness are very knowledgeable and helpful too; I highly recommend them to put together a simple will or a very complex state... they know it all! they patiently walked me thru every possible scenario... even things that had never crossed my mind!! again thumbs up for Will and Wellness!!

Kim and team were a pleasure to work with during the daunting process of creating a Family Trust and Will. We knew absolutely nothing about the process going in, but from the initial info session to the final signing, we felt comfortable and fully trusted the recommendations being made.