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Reviews
Overall rating
Gerald reisz
05 Oct, 2017
Bonnie and company set up the trust documents for us. We were completely satisfied with their work. She took all the time needed to explain the various documents and their meaning as well as future steps we should take to keep the trust current.
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Andre j matip
29 Aug, 2017
Sandy swanton
23 Aug, 2017
Bonnie Bowles gives the caring, knowledge, responsiveness and detail to her clients and I can't thank her enough. She made Estate Planning a pleasurable experience!
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Lia jenkins
22 Aug, 2017
We invested in a child protection plan (long- and short-term guardianship) through Bonnie back in 2013 and have no complaints! While this is the only service we've invested in thus far, we feel so much better knowing that our children will be protected! Our experience with Wills & Wellness has been personal and easy, and we've gained such valuable knowledge regarding estate planning and guardianship. We will definitely be using Wills & Wellness for our future estate planning needs!
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Jason stengl
19 Aug, 2017
I would recommend Wills and Wellness wholeheartedly. The entire staff was helpful and my wife and I completed our long-overdue plan quickly and painlessly.
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Josh flowers
19 Aug, 2017
My wife and I were very pleased with the whole process of setting up our trust. Bonnie and her team took a complicated process and made it very easy to understand. The product we received in the end was more than we had hoped for. We were very grateful to have found Wills & Wellness Estate Planning.
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Erin pertuit
18 Aug, 2017
My husband and I worked with Kim at W&W and can not speak more highly of the process. We sat at the table 1:1 and worked through every detail to plan our estate, guardianship for our children, and other important details to assure us that should the worst happen, our financial and legal ducks are in a row for our children and remaining loved ones. There were some very personal and difficult decisions to make and we felt comfortable the entire time working through it all with Kim.
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Yuchen chan
17 Aug, 2017
Bonnie offered us a great service at a reasonable price. She is always happy to answer questions in follow ups. Great team!
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Gina derosa
16 Aug, 2017
Excellent guidance that was individualized for our family situation. Prompt responses to our many questions. Very happy with the variety of estate planning options presented to us. I recommend this team to anyone who is looking for these services.
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Souzana vang
15 Aug, 2017
I was impressed with the way Bonnie helped me out in such a pressing time. I'm grateful to have come upon Wills & Wellness. Bonnie has made me feel more at ease and less worrisome if I was not going to be here one day. They are very professional and understanding of my situation. They answered all of my questions and made me understand the trust that i have set up for me. I totally would recommend anyone to Wills & Wellness.
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Don b
15 Aug, 2017
Bonnie and team did a great job helping us understand the process. The use of webinars was a nice approach that fits into a busy schedule nicely.
Very informative, personal, and supportive.
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Miles henselman
14 Aug, 2017
The team at Wills and Wellness Estate Planning were professional and proactive in helping my plan our estate.
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