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Reviews
Overall rating
Jaime goddard
20 Jul, 2019
Wills and Wellness is so fantastic to work with. They made our experience of creating a family trust so straight forward. They explained everything very thoroughly and brought all the legal jargon down to our normal person, not a lawyer level! We have a special needs child who we wanted to secure proper means for as an adult if needed and they were so helpful with that process too. The entire process was organized and affordable and we would definitely recommend them to anyone!
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Kim burquest
17 Jul, 2019
This team was so awesome and helpful. We have a complicated family situation so our estate plan needed to be customized to our needs. Wills & Wellness met and exceeded our expectations - don't hesitate to use them for your plannning!
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Kathrine weissner
01 Jul, 2019
The team at Wills & Wellness have been amazing. They have even driven to our house a few times to notarize documents - no charge!!. They have been so helpful and cost effective - we are so glad to be working with them. It gives us peace of mind to have all our families documents in order.
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Joseph hermann
29 Jun, 2019
Wills and Wellness went beyond our expectations.
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Laurel reist
20 Jun, 2019
Wonderful experience. Easy to work with and very prompt and professional.
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Betsey bucca
18 Jun, 2019
Wills and Wellness helped us navigate through the estate planning process and made it so simple. We truly appreciate their expertise and how easy they made a somewhat daunting process feel!
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Barbara schuelke
14 Jun, 2019
Kim and her team provided a clear and easy step by step process and were available to answer questions and offer clarifications throughout. They also have a prep video that is helps define expectations and to explain details before you meet. They are great to work with!
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Patricia williams
14 Jun, 2019
Working with Wells and Wellness was an opportunity I wouldn't trade. I was happy to gain all the knowledge they left me with about Estate Planning. The team was professional, friendly and helpful.
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Trey johnson
13 Jun, 2019
Working with the staff was amazing and also educational. If you do not have a will or a trust I highly recommend this company.
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Kip franz
13 Jun, 2019
My wife and I had a very pleasurable experience with Will and Wellness.
We are normally very skeptical of most businesses but were extremely impressed by how they really cared about our circumstance. We never felt rushed or pressured. We have total piece of mind that our family is protected and that the process will not create a burden for them. Great caring people that we highly recommend.
Kip
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Kristy lyne
10 Jun, 2019
We love working with a team who understands how to protect our family today and continue that protection for future generations. The holistic approach really worked for our busy schedules and complex finances.
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Jenny kemp
09 Jun, 2019
Very professional and knowledgeable. They were able to make the overwhelming process of establishing a trust seem simple and effortless. I still receive regular follow-up e-mails to see how everything is going or if I have any new questions. Really personal and friendly!
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