Reviews

I would recommend Wills and Wellness wholeheartedly. The entire staff was helpful and my wife and I completed our long-overdue plan quickly and painlessly.

My wife and I were very pleased with the whole process of setting up our trust. Bonnie and her team took a complicated process and made it very easy to understand. The product we received in the end was more than we had hoped for. We were very grateful to have found Wills & Wellness Estate Planning.

My husband and I worked with Kim at W&W and can not speak more highly of the process. We sat at the table 1:1 and worked through every detail to plan our estate, guardianship for our children, and other important details to assure us that should the worst happen, our financial and legal ducks are in a row for our children and remaining loved ones. There were some very personal and difficult decisions to make and we felt comfortable the entire time working through it all with Kim.

Bonnie offered us a great service at a reasonable price. She is always happy to answer questions in follow ups. Great team!

Excellent guidance that was individualized for our family situation. Prompt responses to our many questions. Very happy with the variety of estate planning options presented to us. I recommend this team to anyone who is looking for these services.

I was impressed with the way Bonnie helped me out in such a pressing time. I'm grateful to have come upon Wills & Wellness. Bonnie has made me feel more at ease and less worrisome if I was not going to be here one day. They are very professional and understanding of my situation. They answered all of my questions and made me understand the trust that i have set up for me. I totally would recommend anyone to Wills & Wellness.

Bonnie and team did a great job helping us understand the process. The use of webinars was a nice approach that fits into a busy schedule nicely. Very informative, personal, and supportive.

The team at Wills and Wellness Estate Planning were professional and proactive in helping my plan our estate.

My partner and I had a wonderful experience working with Kim at Wills & Wellness Estate Planning. Her professionalism and flexibility allowed us to plan for our family’s future without hassle or confusion. Her efforts went above and beyond, from providing all of the necessary documents, to providing additional services that served our family’s unique needs at no cost. We were given a detailed description of each option available to us, making us feel more than prepared for the possibilities that lie ahead when we decide to grow our family. I highly recommend the Wills & Wellness team for their expert advice and incredible commitment to providing the best customer service to each of their clients. Thank you all for everything!

My wife and I chose Wills and Wellness to help us with some long overdue estate planning. We really appreciated the 'one-stop' shopping aspect of working with them. The whole process was fairly painless and they were great explaining all the options and nuances of estate planning and helping us work through our choices. Completing the plan with them was a huge relief and lets us sleep easier. Highly recommend working with them for their terrific service, care, and attention.

My family has worked with Kim Ruddell now for a year and are pleased with the results. Some of our financial dealings are a bit complicated and span multiple states, but Kim and the team have been able to craft a viable estate plan and assist with updating titles and trust assets. She has been responsive when we've had changes. Our first annual refresh is taking place now. I can recommend the firm based on our experience.

I had a wonderful experience working with Bonnie & team at Wills & Wellness. She was very thorough in explaining the process and reviewing documents. And the team was very friendly and helpful as well. Very pleasant and organized!! Great follow-through. This isn't necessarily everyone's top priority but they do a great job with check-ins and making sure the appropriate steps are being done. I would highly recommend them to use for estate planning.