Wills & Wellness Estate Planning
Official MarksAllPros.com Recommended Company
Company Since: 01/2020
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At Wills & Wellness, we focus on the fact your family will grow and change. Our emphasis is on planning for exciting and inevitable life changes, not just what happens when you pass away.
Many estate planning lawyers focus only on what happens at death. You might be familiar with the traditional experience: you have an attorney draft your estate plan—it’s presented in a nice leather binder—you put it away in a safe deposit box—it gathers dust over the years—you vaguely recall having to update beneficiaries but never get around to it—and 10 years pass without you thinking about it again.
During those 10 years, life changes. You’ll have more children, buy a new house, grow your retirement account, take out a new life insurance policy, and buy the log cabin in the mountains you’ve always dreamed of. Essentially, you’ll outgrow your estate plan.
That’s why we work to build ongoing relationships with clients instead of a one-time transaction. We openly and happily communicate with clients about any and all of their estate planning questions as they go through life.
Our estate plans also help you capture what’s most important to you and your family—who you are as a person—your values, insights, stories, and experiences you want to share with your loved ones. We believe memorializing and communicating your legacy is an important yet often overlooked component of estate planning.
About Kim Ruddell
Kim began her career in litigation, which she found strikingly adversarial – focused too much on maximizing hourly billing – and one-time transactions for clients who were effectively backed into a corner. Kim went to law school with the dream of building lifelong connections with clients as their trusted advisor, however she found a huge disconnect between her dream and reality. Work boiled down to transactional, one-time relationships.
Thus, Kim started her own firm in 2012, and it has blossomed into serving hundreds of families each year. Our firm is family-focused and responsive to clients. When clients need to communicate with us, we are here to help, not to bill, and we want clients to feel comfortable calling and emailing.
Most importantly, we don’t view your plan as a one-time transaction. We view the signing of your estate plan as only the beginning of a lifetime relationship.
While you could purchase the documents we prepare in a bookstore, the documents are not the focus of our relationship. They are merely the byproduct. Our focus is helping you make the best legal decisions for your family, both now and in the future. You can have peace of mind that we are here if something happens.
We hope to meet you soon to become your trusted advisors!
Estates, Trusts, Probate & Wills Attorney