Reviews

The team was polite, efficient and yet very patient as we worked through our estate plan!

We have used Wills and Wellness for our estate plan. They made the process painless, explained everything clearly and were very easy to work with. Very responsive when I have emailed followup questions. I highly recommend.

The Wills and Wellness team made our estate planning process a very enjoyable experience. Kim took the time to understand our situation and crafted a plan to protect our family. She was thorough, professional, and we walked away with confidence we took care of this important aspect of our financial lives. We would highly recommend Wills & Wellness to anyone looking for competent estate planning in a low pressure, low ego atmosphere not always found in law firms.

We had a great experience, from start to finish (and to this day), with Wills & Wellness. Everyone we worked with was patient with all of our questions, kind, professional and knowledgeable. Although the cost for the "full package" was pricy, we feel like our family is protected beyond what we could have ever imagined. We were highly impressed every step of the way. We have recommended Wills & Wellness to many friends and family members and can't say enough good things.

I liked my experience with the experience with your team. I now have a trust and I am satisfied.

Our experiences at Wills and Wellness were wonderful. Kim simplified everything into an easy, understandable process. We needed to create a Trust and Will for us and our family. As time passed, we needed to make some changes and this was a quick, simple process. I highly recommend Wills and Wellness to any person or family looking to finally tackle this task that so many of us tend to put off. The information you take home is organized and everything is one place. We couldn't be happier with the end result.

They are fantastic to work with. They made a confusing and complex process clear and easy!

When I approached Wills and Wellness, I was nervous about the process and was timid around sharing so much information about myself. The team made it so very comfortable and put me at ease. I now know my family is in good hands should anything happen to me. My confidence in Wills and Wellness could not be greater. For a somewhat legally naive person, they broke it down for me simply and effectively. I am sure that my last wishes will be carried out exactly as I would want them to be. That is so very comforting as a father of two teenage boys.

After having our first kid, we finally got serious about getting a will and estate plan together. I know a lot of people (myself included) procrastinate on this topic, however Wills & Wellness made the process really smooth. After going through the process, I am so glad we have this complete. There are a lot of issues that will harm your loved ones (and dependents if you have them) if you do not have an estate plan in place. I would also caution doing a one size fits all/online will as you surely won't have all of your scenarios covered. We had such a great experience with the W&W team and would highly recommend them! They made this easy and convenient.

Very professional and knowledgeable staff. Documentation of Trust was outstanding and easy to understand. They designed the Trust according to our wants and needs. Highly recommend this firm.

Great experience working with the team to setup Estate planning for my mother

Wills & Wellness helped my husband and I set up a trust for our family. They are so knowledgeable, helpful and made this process very easy! I highly recommend them for all your estate planning needs!