Reviews

Wills & Wellness made a difficult process extremely easy. Kim was very professional during the course of setting up our estate plan. She was attentive to our specific needs and requests for the several aspects of our personal plan. She also provided her professional recommendations upon request, which was very helpful and insightful. Her support team, especially Vernon, was also invaluable both during and after our plan was finalized. They provide a custom family service, while making you feel part of a "family." The cost of their service was worth every penny and I would not hesitate to recommend Wills & Wellness to every one I know. Thank you again Wills & Wellness!

A nice, relaxed professional atmosphere.

A pleasant and thorough experience! Highly recommended.

I love working with Vernon and Wills and Wellness. They helped us setup a trust to protect our children, helped with our medical directives, and even helped us form a company. They make everything so easy by doing all of the hard work and directing us through the steps. When our mortgage company made a mistake, they even fixed that for us no questions asked.

Great company, very easy to work with, they take care of all of the hard work and tell us exactly what to do.

Knowledgeable and personable. Easy to work with. Very satisfied.

Wills and Wellness were there when I needed them, that's for sure. As a new widower, I couldn't be happier that I chose them to help protect my children and our future. This is a daunting task, don't leave it to others less experienced. The peace of mind alone after completing the Will and estate planning was worth it. All of the staff was helpful and professional. Thank you Wills and Wellness for the outstanding service and helping me move forward with the peace I needed.

Explained every detail. Professional and friendly. Very organized and thorough follow up. Solid investment for our family and future!

Questions and concerns are quickly answered and addressed. Each member of the staff we've interacted with has been attentive and helpful. Estate Planning is a big deal and their process makes it approachable and doable. Thanks W&W.

I enjoyed working with Kim and Vernon. They were responsive, quick to answer my questions and made it fun to plan. I would recommend them to anyone. Thank you for making my experience great.