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Reviews
Overall rating
Wchesser1
14 Aug, 2017
My wife and I chose Wills and Wellness to help us with some long overdue estate planning. We really appreciated the 'one-stop' shopping aspect of working with them. The whole process was fairly painless and they were great explaining all the options and nuances of estate planning and helping us work through our choices. Completing the plan with them was a huge relief and lets us sleep easier. Highly recommend working with them for their terrific service, care, and attention.
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T smith
13 Aug, 2017
My family has worked with Kim Ruddell now for a year and are pleased with the results. Some of our financial dealings are a bit complicated and span multiple states, but Kim and the team have been able to craft a viable estate plan and assist with updating titles and trust assets. She has been responsive when we've had changes. Our first annual refresh is taking place now. I can recommend the firm based on our experience.
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Pamela avirett
13 Aug, 2017
I had a wonderful experience working with Bonnie & team at Wills & Wellness. She was very thorough in explaining the process and reviewing documents. And the team was very friendly and helpful as well. Very pleasant and organized!! Great follow-through. This isn't necessarily everyone's top priority but they do a great job with check-ins and making sure the appropriate steps are being done. I would highly recommend them to use for estate planning.
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Terrilyn pugnetti
13 Aug, 2017
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!
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Eric
12 Aug, 2017
Estate planning isn't fun, but Wills and Wellness made it easy. Highly recommended for anyone looking to plan your future.
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Murty h
12 Aug, 2017
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!
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Amanda p
12 Aug, 2017
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.
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Amy jo wagner
11 Aug, 2017
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!
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Bryan haubert
11 Aug, 2017
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.
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Sarah washburn
11 Aug, 2017
Family pugnetti
11 Aug, 2017
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
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Vernon naron
11 Aug, 2017
