Reviews

Pleasant, personable, and professional. These folks are very patient and empathetic when it comes to asking questions and making decisions about your estate planning. The educational overview (initial consult) alone was soooo worth it just to begin thinking about a plan. I feel I'm in good hands and am very confident that this was the best way to go!

Estate planning isn't fun, but Wills and Wellness made it easy. Highly recommended for anyone looking to plan your future.

Wills & Wellness Estate Planning made making my will so easy. Kim & her team are so knowledgable, I'd highly recommend them! Definately would attend one of there free seminars to give you an eye opening understanding of making a will & trust-it did for me!

Amazing!!! Bonnie was great to work with!! They are specialist in their field. Well worth the cost to know that if anything happens to us, everything is spelled out and in place.

We were looking for a comprehensive and family-friendly experience to update our estate plan. Wills and Wellness was the answer! Bonnie and her team make the experience of completing an estate plan as easy as possible while being committed to delivered a thorough and very professional result! We enjoyed working with the team at Wills and Wellness and would highly recommend this company to anyone!

My wife and I were total rookies with regards to estate planning. Kim and her team did a fantastic job explaining everything in terms we could understand. Incredibly professional staff and they were just a pleasure to deal with. We will be lifetime partners with Wills & Wellness, and feel like we are in great hands! I would highly recommend them no matter what your situation was.

They have been everything we were looking for, as we developed our financial plan. My parents are doing their plan right along side of us as well! Rod Pugnetti

We chose Wills and Wellness to update our estate planning from a will to a family trust. We worked with Kim Riddell. She explained everything professionally and respectfully. She helped us create a plan specifically for our personal needs. We could not be happier with the service, reasonable pricing and expertise.

As my wife and I became new parents, we experienced all of the typical anxiety over finances, saving for college, figuring out daycare, etc. All of those typical things made sense to worry about but the thing that concerned me the most was something happening to me and my wife and then what would happen to our kids. Without the appropriate documentation, not only would our children not be protected financially, they could be separated and put into a foster homes until our family out of state would be able to plead with a court to take custody of them. Who knows how long that could take. All of this kept me up night after night for weeks. Then we went to a free talk to hear about their estate planning program and we agreed to sit down with the attorneys at W&W. They were very caring, helping my wife and I understand just what we needed to do in order to protect our children. Once we had the right documentation in place, we were able to sleep much easier. We were even able to put together legacy videos that our children will have once we are gone. All-in-all, I couldn't be happier with our experience with W&W. I really appreciate working with Bonnie and her team and the piece of mind our partnership has provided us.