Home > Estate planning attorney in Denver, CO > Wills & Wellness Estate Planning Review

Wills & Wellness Estate Planning

Estate planning attorney in Denver, CO
Reviews: 89 | Overal Rating: Good
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Thursday 9AM–5PM
Friday 9AM–5PM
Saturday Closed
Sunday Closed
Monday 9AM–5PM
Tuesday 9AM–5PM
Wednesday 9AM–5PM

Reviews

Review Left On 02/27/2020
Jerry Rubin

We were very over due in updating our will and then we heard about Wills and Wellness and decided to stop procrastinating. Kim Ruddell was so warm and welcoming and her exceptional listening skills made us feel as if we were discussing our feelings with a dear friend and not a stranger. She explained everything so clearly and thoroughly that we left with no questions. It was a very positive experience and we feel so good about the planning we have done to care for our kids and grandkids. Can’t recommend them highly enough. Jerry and Terry Rubin
Review Left On 02/27/2020
Li Li

Very happy about their service
Review Left On 02/27/2020
John Miner

I’d highly recommend Wills & Wellness. I appreciated the upfront, set pricing. Service is great. I also appreciate how they help you with the practical, non-legal things that make your estate planning more robust and meaningful. Not the most fun way to spend money or time but it brings peace of mind your house is in order.
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Review Left On 02/27/2020
Hieu Bui

Kim & Vernon were fantastic to work with. Professional, prompt. Took the time to answer all our questions about estate planning. Highly recommend!
Review Left On 02/27/2020
Andy Pendl

Great job by the team at Wills & Wellness. They made a process that would normally be difficult, into something easy. Very organized, very professional, very well done.
Review Left On 02/27/2020
Ana P

very helpful! we feel so at ease knowing all of our affairs are in order should anything happen, especially since we have a child.
Review Left On 02/27/2020
Nick Weisert

Kim Ruddell and the Wills & Wellness team are outstanding. We have a fairly complicated family situation but Kim and team made the process of developing an estate plan easy and straightforward. An estate plan was something we knew we had to do but put it off. Once we sat down with Kim, we were impressed with the process, it was incredibly organized and thorough and the communication throughout was superb. I highly recommend Wills & Wellness. Thank you!
Review Left On 02/27/2020
Mark Moritz

The staff at Wills &Wellness, were extremely, effective, effecient, courtesy Professionals. Making the time to completely address all our questions,issues and concerns. The follow up on entirely completing our Trust documents. Definitely gives us a legally and personal confident peace of mind. My family would absolutely recommend Wills & Wellness.
Review Left On 02/27/2020
Coy Rice

I highly recommend Wills and Wellness. They helped us make an often difficult process easy. We felt comfortable with the entire staff and process from beginning to end. They all carried themselves with a professional manner and we feel fortunate to have been able to work with them.
Review Left On 11/27/2019
Karin Ranta-Curran

What a great experience - Wills & Wellness made our estate planning very easy and comfortable. Would highly recommend them!
Review Left On 07/27/2019
Jaime Goddard

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!
Review Left On 07/27/2019
Kim Burquest

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!
Review Left On 07/27/2019
Kathrine Weissner

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.
Review Left On 07/27/2019
Joseph Hermann

Wills and Wellness went beyond our expectations.
Review Left On 06/27/2019
Laurel Reist

Wonderful experience. Easy to work with and very prompt and professional.
Review Left On 06/27/2019
Betsey Bucca

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!
Review Left On 06/27/2019
Barbara Schuelke

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!
Review Left On 06/27/2019
patricia williams

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.
Review Left On 06/27/2019
Trey Johnson

Working with the staff was amazing and also educational. If you do not have a will or a trust I highly recommend this company.
Review Left On 06/27/2019
Kip Franz

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
Review Left On 06/27/2019
Donya Hnath

It has been a pleasure working with Wills & Wellness. All of our anxieties around estate planning were eliminated and their transparency made the process run smooth. I would absolutely recommend them to anyone!
Review Left On 06/27/2019
Kristy Lyne

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.
Review Left On 06/27/2019
Jenny Kemp

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!
Review Left On 06/27/2019
Brian Horsman

The team was polite, efficient and yet very patient as we worked through our estate plan!
Review Left On 06/27/2019
Maryann Jordan

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.
Review Left On 06/27/2019
Scott Ranby

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.
Review Left On 06/27/2019
Allison Leking

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.
Review Left On 06/27/2019
Virginia Perunko

I liked my experience with the experience with your team. I now have a trust and I am satisfied.
Review Left On 06/27/2019
Sandy Ferando

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.
Review Left On 06/27/2019
Christopher Lieu

They are fantastic to work with. They made a confusing and complex process clear and easy!
Review Left On 06/27/2019
Michael Kelley

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.
Review Left On 06/27/2019
Zach Pearson

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.
Review Left On 06/27/2019
Fred Buchholz

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.
Review Left On 06/27/2019
Alex Parkhurst

Great experience working with the team to setup Estate planning for my mother
Review Left On 06/27/2019
Rachael Snyder

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!
Review Left On 06/27/2019
Meghan O'Brien

Extremely knowledgable and guided us through the process and all the different options step by step. We feel more confident in our plan should the worst happen. And now I know where all our assets are! Highly Recommend.
Review Left On 06/27/2019
Neal Witherell

We completed our Trust and Will paperwork a little over two years ago and we are glad we did. The lawyers and staff at Wills & Wellness made the process seamless and have assisted us in updating it since. Very glad to have these necessary items completed.
Review Left On 06/27/2019
Sarah Small

We were impressed from the moment we started working with everyone at this group. Very detailed, organized, thoughtful and helpful. So glad I found them to help us with our trust and estate planning.
Review Left On 06/27/2019
Richard Sexton

Great service. Very professional.
Review Left On 06/27/2019
Nicole Berry

Everyone at Wills and Wellness has been fantastic in helping us create several legal documents. What’s more, they’ve kept in contact with us regularly to ensure that any life changes that might affect our wishes are considered and adjusted for. You couldn’t ask for a better, more conscientious legal team to support you. We recommend them to everyone we know.
Review Left On 06/27/2019
William Johnston

Our experience with W&W has been very positive, customer-friendly and transparent. We are confident now that we have a reasonable estate plan in place and the process was not overly complicated, despite all the necessary legalities.
Review Left On 06/27/2019
Wendy Naylor

The peoploe with whom I dealt were obviously competent, extrememly well-organized, very professional and friendly!
Although discussing details about one's passing can be quite difficult, these people were understanding, empathetic and supportive while helping me make my decisions. I am relieved and more comfortable knowing that my future issues related to my passing have been covered for my daughter and grandchildren.
Review Left On 06/27/2019
Danielle G

Amazing team, efficient and easy to work with. The webinars pre-meeting are fantastic and really helped us understand how best to set up our estate. The team was so responsive to any question we had and really covered everything in a manner that was understandable and "not scary". I have recommended them to everyone i know!
Review Left On 06/27/2019
Bruce Ackerley

Planning for your Estate is becoming increasingly difficult due to rising costs of everyday life, but you must plan for the future. If your current strategy does not satisfy your anticipated needs and expenses for your estate give Wills & Wellness a call. They are friendly and very professional.
You will work on your strategies and they will help you meet your goals.
Review Left On 06/27/2019
Eric Dreas

Very easy to work with and focused only on estate planning. Clearly explained all of the options, both financial and medical. I was so impressed that I also brought my parents in to get their affairs in order.
Review Left On 06/27/2019
George DeRosa

Wills and wellness were very knowledgeable as well as being professional in helping me establish a living trust. They have my full support!
Review Left On 06/27/2019
Julie Landen

Wills & Wellness were very easy to work with for our family estate planning. They're knowledgeable, thorough and are with you every step of the way! It felt great to check this off our to-do list and we'd be happy to recommend W&W to anyone!
Review Left On 06/27/2019
Lesia Anders

We love Wills and Wellness. They took something that could be difficult and complicated and simplified it. They helped us make each decision and get the paperwork in place. I'd actually worked with a couple of other estate attorneys and found the difference so refreshing. In the past I didn't even know we'd left pieces out; now I see how previous plans cost time and money without really protecting our family. I'm so thankful to have found Wills & Wellness.
Review Left On 06/27/2019
Hans Fischl

Professional! The attorneys you want to do business with.
Review Left On 06/27/2019
Amanda Matus-Creapo

Excellent experience, great customer service, superb advice!
Review Left On 06/27/2019
William F. Archerd

This firm tailored a family trust and will and related directives to fit my circumstances. It was a pleasure to work with the attorneys and staff professionals. As a former attorney, I knew that the work being done was high quality.
Review Left On 06/27/2019
Brian Baumgardner

Wills and Wellness helped us with our complicated Family Trust. We were very happy with the overall experience and attention to detail by the whole staff. Thanks so much!
Review Left On 06/27/2019
Laura Robinson

Kim Ruddell and her team were a dream to work with. They took the time to help us fully understand the scope and options in our estate planning. They are extremely professional, efficient and fun to work with on top of it all. We highly recommend them!
Review Left On 06/27/2019
Paul Kalish

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!
Review Left On 06/27/2019
steeleyes77

A nice, relaxed professional atmosphere.
Review Left On 06/27/2019
Melia O'Malley

A pleasant and thorough experience! Highly recommended.
Review Left On 06/27/2019
Michael Schulman

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.
Review Left On 06/27/2019
Michael Schulman

Great company, very easy to work with, they take care of all of the hard work and tell us exactly what to do.
Review Left On 06/27/2019
Roger Wehling

Knowledgeable and personable. Easy to work with. Very satisfied.
Review Left On 06/27/2019
Clay Sewald

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.
Review Left On 06/27/2019
Lisa Janeway

Explained every detail. Professional and friendly. Very organized and thorough follow up. Solid investment for our family and future!
Review Left On 06/27/2019
Michelle Taracido

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.
Review Left On 06/27/2019
Juliette Hawa

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.
Review Left On 03/27/2019
Brian Bleasdell

Estate Planning is often the last thing a family wants to think about, but given the importance and the huge benefits to your trustees and heirs, Wills and Wellness could not have made the process easier or more straightforward. Thank you Kim, Amanda and Vernon for making the experience painless and seamless. My wife and I feel so much better about having done this and can sleep better at night knowing our affairs are in order!
Review Left On 02/27/2018
Gerald Reisz

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.
Review Left On 02/27/2018
Sandy Swanton

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!
Review Left On 02/27/2018
Lia Jenkins

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!
Review Left On 02/27/2018
Jason Stengl

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.
Review Left On 02/27/2018
Josh Flowers

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.
Review Left On 02/27/2018
Erin Pertuit

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.
Review Left On 02/27/2018
Karl Krebs

Our experience working with Bonnie Bowles and the rest of the staff has been nothing short of exemplary. My wife and I now have a Living Trust in place, and we know that our kids will be taken care of in the event something happens to us. As long as we are living in Denver, Wills and Wellness will be the place we trust for these services.
Review Left On 02/27/2018
yuchen chan

Bonnie offered us a great service at a reasonable price. She is always happy to answer questions in follow ups. Great team!
Review Left On 02/27/2018
Gina Derosa

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.
Review Left On 02/27/2018
Souzana Vang

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.
Review Left On 02/27/2018
dravbuck

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.
Review Left On 02/27/2018
Miles Henselman

The team at Wills and Wellness Estate Planning were professional and proactive in helping my plan our estate.
Review Left On 02/27/2018
Julia Munster

My partner and I had a wonderful experience working with Kim at Wills & Wellness Estate Planning. Her professionalism and flexibility allowed us to plan for our family’s future without hassle or confusion. Her efforts went above and beyond, from providing all of the necessary documents, to providing additional services that served our family’s unique needs at no cost. We were given a detailed description of each option available to us, making us feel more than prepared for the possibilities that lie ahead when we decide to grow our family. I highly recommend the Wills & Wellness team for their expert advice and incredible commitment to providing the best customer service to each of their clients. Thank you all for everything!
Review Left On 02/27/2018
Wchesser1

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.
Review Left On 02/27/2018
T Smith

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.
Review Left On 02/27/2018
Pamela Avirett

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.
Review Left On 02/27/2018
Terrilyn Pugnetti

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!
Review Left On 02/27/2018
Eric Sung

Estate planning isn't fun, but Wills and Wellness made it easy. Highly recommended for anyone looking to plan your future.
Review Left On 02/27/2018
Annette T

My husband and I came to Wills & Wellness in 2014 on an attorney referral. Following our initial meeting, we established a Lifetime Living Trust with Bonnie Bowles. She provided expert guidance and was always willing to patiently listen and explain through each step. Bonnie personally re-titled our numerous mineral deeds. She has graciously continued to assist us throughout these two years of association. We so appreciate her sound advice and helpful attitude, and we wholeheartedly recommend Wills & Wellness.
Review Left On 02/27/2018
Murty H

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!
Review Left On 02/27/2018
Amanda P

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.
Review Left On 02/27/2018
Amy Jo Wagner

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!
Review Left On 02/27/2018
Bryan Haubert

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.
Review Left On 02/27/2018
Rick Pratt

Bonnie and her team were thorough in their assessment of our needs and desires and put together a comprehensive plan. They made this easy for us and we are confident we have a good plan that will make things much easier for our kids. We are very glad we completed this work with Wills & Wellness.
Review Left On 02/27/2018
Liz Beerman

What a unique experience to work with someone on the legal side of your life and find out they really listen, offer specific and relevant options, and keep you informed from the first meeting through the conclusion of the project. Thank you Bonnie Bowles and team! Great experience and great value received.

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