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Reviews
Overall rating
Kathleen m. anthony martinez
11 Aug, 2017
At W&W I always received a quick response to questions emailed or called in. Bonnie and associates will do as much of the work for you (billable) as you desire, but even more impressive, she allows clients to complete any non-legal paperwork in order to save money. I appreciate her guidance, and especially appreciate having the choice to save money by doing the things I can do myself. Wills and Wellness has my future business.
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Patricia colella
10 Aug, 2017
Easy process that ensured our family, particularly our children are taken care of should something happen to me or my husband. Bonnie made sure every detail was covered and the flat fee structure allowed me the freedom to reach out with questions without worrying about billable time. Thank you W&W!
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Gonz0hunter1
10 Aug, 2017
Bonnie was awesome, perfect and helpful. Would use again and again.
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Baylee suskin
10 Aug, 2017
I love their business model and flat fees, they are very reasonable. They were able to help me get the basics taken care of for very little cost. Kim answered all of my questions thoroughly, and I feel like we have established a relationship I will rely on for years to come in taking care of my family. I'm grateful I ran into her at the Highlands Street Fair this year!
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Lyndsey worthen
10 Aug, 2017
Hugo saul
10 Aug, 2017
Bonnie and her partner 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!!
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Robert adducci
10 Aug, 2017
Bonnie and here staff were instrumental in putting together our estate planning for our kids. They're friendly, helpful, and knowledgeable. They made it easy to decide what we needed for our family and made implementing it a breeze.
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Casey korejwo
10 Aug, 2017
Excellent experience. Everything is upfront and the quality of the work is exceptional. Highly recommended for estate planning!
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Shannon kessler
10 Aug, 2017
Super happy with our experience with Wills and Wellness! It was really helpful to talk through all of the "what ifs" and come up with a plan that was very custom to our needs and preferences.
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Lisa yambra
10 Aug, 2017
Jeffrey Soffer was fabulous to work with. He was thorough, patient and really put my mind at ease about the "what if"...I highly recommend Jeffrey and Wills & Wellness.
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Bob moore jr.
26 Apr, 2017
As an Executor for my father's estate in CA, currently, I can tell you, without a doubt, the process would have been infinitely better had there been Wills & Wellness involved. Their secret is simple: Don't leave anything to chance (or the courts).
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Brandon hamilton
31 Mar, 2017
Bonnie and the team at Wills and Wellness made it very easy to check off this item that had been on my to-do list for years. Great team to work with!
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