Wills & Wellness Estate Planning

Nearby LawyersColoradoDenver CountyDenverNortheastEast 40th Avenue

Open Hours:

Monday, 9:00 AM - 5:00 PM
Tuesday, 9:00 AM - 5:00 PM
Wednesday, 9:00 AM - 5:00 PM
Thursday, 9:00 AM - 5:00 PM
Friday, 9:00 AM - 5:00 PM
Saturday, Closed
Sunday, Closed

Wills & Wellness Estate Planning Introduce

Welcome to our platform for Nearby Lawyers. For our local users in Singapore who may have estate planning needs requiring legal assistance in Denver, Colorado, we are pleased to introduce you to Wills & Wellness Estate Planning, located at 8959 E 40th Ave Suite 160, Denver, CO 80238, USA. While the firm is based in the United States, its specialization in estate planning, as suggested by its name and the services implied, may be relevant for individuals with assets or beneficiaries in the US jurisdiction.

Wills & Wellness Estate Planning appears to focus on providing services related to wills, trusts, and overall estate planning. The firm can be contacted by phone at (720) 266-8190 or via mobile at +1 720-266-8190. The available client reviews offer a mixed perspective on their services, highlighting both positive and negative experiences.

Environment and Approach:

Information regarding the physical office environment is not available online. However, the client reviews provide some insight into the firm's approach. One positive review emphasizes thoroughness and a willingness to spend extra time walking clients through each part of the process. This suggests a commitment to client education and ensuring understanding of complex estate planning documents. The mention of ongoing support after the initial document preparation also points to a client-focused approach that extends beyond the immediate transaction.

Conversely, a negative review details a significant issue with a lack of responsiveness to a request for a major change, indicating potential inconsistencies in communication and follow-up. This suggests that while some clients experience thorough and supportive service, others may encounter difficulties in receiving timely responses, which can lead to disappointment and a perception of unprofessionalism.

Services Offered:

Based on the firm's name and the context of the reviews, Wills & Wellness Estate Planning likely offers a range of estate planning services, which typically include:

  • Wills: Drafting and executing legally sound wills to ensure the orderly distribution of assets according to the client's wishes.
  • Trusts: Creating various types of trusts (e.g., revocable, irrevocable) for asset management, tax planning, and providing for beneficiaries. The positive review specifically mentions the experience of writing a trust.
  • Estate Administration (Probate): Assisting executors in navigating the legal process of administering an estate after someone passes away.
  • Advance Directives: Preparing documents such as living wills and medical powers of attorney to outline healthcare wishes.
  • Powers of Attorney: Creating legal documents that authorize someone to act on another's behalf in financial or personal matters.
  • Elder Law: Addressing legal issues specific to the elderly, which can sometimes overlap with estate planning, such as long-term care planning and guardianship.

Given the mention of writing a trust and the firm's name, it is reasonable to assume that these are core services offered by Wills & Wellness Estate Planning. For users in Singapore with assets in the US or beneficiaries residing there, these services could be relevant for ensuring their estate is handled according to their intentions and US law.

Features and Strengths:

Despite the mixed reviews, some potential strengths can be identified:

  • Thoroughness and Attention to Detail: The positive review highlights the firm's commitment to being "extremely thorough" and spending extra time with clients to ensure they understand the process.
  • Ongoing Support: The offer of support after the initial document preparation suggests a commitment to long-term client relationships and addressing potential future needs.

Weaknesses:

  • Inconsistent Responsiveness: The negative review raises concerns about the firm's responsiveness, particularly regarding important follow-up matters. This lack of communication can lead to significant client dissatisfaction.
  • Potential Communication Issues: The failure to return emails over an extended period, as mentioned in the negative review, points to potential issues with internal communication or client management.

Promotional Information and Call to Action:

Wills & Wellness Estate Planning in Denver, Colorado, aims to provide comprehensive estate planning services, including the creation of wills and trusts, with a focus on thoroughness and ongoing client support. If you are a user in Singapore with estate planning needs related to assets or beneficiaries in the US jurisdiction, particularly in Colorado, Wills & Wellness Estate Planning may offer the services you require. They emphasize taking the time to walk clients through the process and providing support even after the initial documentation is complete.

However, it is important to note the feedback regarding potential issues with responsiveness. While one client praised their thoroughness, another reported a significant lack of communication. Therefore, if you choose to contact Wills & Wellness Estate Planning at (720) 266-8190 or +1 720-266-8190, it would be advisable to clearly outline your communication expectations and the importance of timely responses to your inquiries.

Prospective clients may wish to inquire about the firm's communication protocols and ensure they are comfortable with their approach before engaging their services. Asking about their process for handling follow-up questions and amendments to estate planning documents could also be beneficial.

Additional Considerations for Singaporean Users:

For users in Singapore considering engaging Wills & Wellness Estate Planning, it is crucial to establish clear communication channels and expectations from the outset, given the geographical distance. Inquiring about their experience in assisting international clients with US-based estate planning needs would also be a prudent step. While the firm is located in Denver, their willingness and ability to communicate effectively across time zones and address the specific needs of international clients will be an important factor in your decision.

In conclusion, Wills & Wellness Estate Planning offers estate planning services in Denver, with a reported strength in thorough client education and ongoing support. However, potential clients should be aware of reported issues regarding responsiveness and ensure their communication needs can be met. For Singaporean users with US estate planning requirements, a careful assessment of the firm's communication practices and experience with international clients is recommended before making a decision.

Location

Customer Reviews

(134 reviews)

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Darlene Goska
Feb 07, 2025

The experience of writing a trust for us was good, but terrible experience with Kim not getting back to us for a major change. my former partner emailed her several times and she never got back to him. Very disappointed . Not professional at all.

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Bill Ramsey
Feb 20, 2024

I was beyond impressed with my experience and the services offered by Wills & Wellness. Kim and her team are extremely thorough, spending extra time to walk me through each part of the process. I also appreciate the ongoing support they offer after the initial document preparation is complete.

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Paul Kalish
May 30, 2019

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!

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Jaime Goddard
Jul 20, 2019

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!

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Julia Muensterer
Aug 14, 2017

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!