PlanWell Legal

It's hard enough to think about a love one passing, but it's also just as hard to think about having to prepare for them passing. Honestly, I was a bit nervous, however I can now say that PlanWell Legal made this process extremely easy to understand. They walk you thru each step while talking to you like a friend and not a customer. The documents they provide are easy to read and understand and the staff is very receptive to questions by phone or email. My experience with them has been amazing and truly appreciate everything they did.

I cannot speak highly enough about my very positive experience working with Attorney, Sam Murray and Operation Manager, Kendall Holloway from PlanWell Legal in drafting my Trust package. What made the experience so positive is their level of commitment and knowledge throughout the entire process. From my first interaction Sam tailored the presentation to my specific circumstances and delivered the information in a way that made it very clear about what options were best to achieve optimal results. Sam was always available for additional follow up phone calls and emails, and Kendall was kept in the loop to keep me on track with providing their team necessary information to complete the documents. I had done my due diligence and spoken with four other firms, but ultimately, I felt the Pla

We utilized Planwell to create our family Trust, Wiils, and POA’s. Sam and Kendall were a pleasure to work with. Very knowledgeable and responsive. They addressed every question and put our minds at ease. About a year after creating the Trust we had to make a change. That process was easy and smooth as well. I found their fees to be better than other similar providers and their response times much better. I highly recommend them!

I rarely leave reviews for businesses or professional services, but this one is too important not to share. Estate planning is truly a matter of life and death. As we grow older, it becomes something that simply cannot be pushed aside or handled “later.” It must be done — and it must be done correctly. Our search for the right estate planning attorney was exhausting. We called multiple offices and left messages that were never returned. Some attorneys required full payment upfront before any work even began. Other firms told us they would not fund the trust or record a warranty deed — that would be our responsibility. On top of all that, we didn’t even know exactly what our estate plan should include. Then we found PlanWell Legal — and it was one of the best decisions we’ve made in a long

PlanWell Legal offers a basic, thorough and cost-effective option to have a Will & Trust completed. The attorneys and supporting legal staff are very knowledgable, helpful and made the entire process very simple. I highly recommend PlanWell to folks who want a professionally done Will & Trust at a reasonable price.