Plan for Your Peace of Mind

Welcome to a space where planning for your family’s future feels like a heartfelt conversation. We're here to guide you through the journey of inheritance and estate planning, ensuring every decision you make is thoughtful and informed.

Who
we are

At PlanWell, we believe everyone deserves peace of mind when it comes to their future — whether you're building a family, raising kids, caring for loved ones, or planning on your own. We help people of all backgrounds create thoughtful estate plans that protect what matters most — from naming guardians for children to passing down treasured memories and assets. Our friendly, experienced team is here to guide you every step of the way, so your wishes are honored and your legacy lives on with clarity and care.

Explore what we offer

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A will provides the foundation of any estate plan by clearly outlining your wishes for how your property and personal belongings are distributed after your passing. It ensures that your instructions are legally recognized and carried out by your chosen executor. A will also allows you to name guardians for minor children, designate heirs, and reduce the risk of family disputes. For individuals with straightforward estates or those beginning the estate planning process, a will offers an essential layer of clarity and peace of mind.

Essential Will

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A living trust offers several advantages over a will. It bypasses probate, ensuring your assets are distributed to beneficiaries more quickly and privately, as probate proceedings are public. Unlike a will, which only takes effect after death, a living trust provides protection during your lifetime by allowing a trusted individual to manage your medical and financial affairs if you become incapacitated. Additionally, a trust can be used for long-term asset management, to stagger distributions, or to establish protective subtrusts for minors, blended families, spendthrift children, or individuals with special needs.

Personal Trust

Receive personalized guidance from a knowledgeable estate planning professional. This session is designed to help you understand your options and ensure you choose the right plan to protect your legacy with confidence.

Consultation Session

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A joint estate trust is designed for married couples or domestic partners who want a unified plan for managing and distributing their assets. Like an individual living trust, it avoids probate and provides privacy, but it also allows couples to consolidate property, streamline management, and ensure financial continuity for the surviving partner. A joint trust can be tailored to account for community or separate property, blended families, or tax considerations, making it a flexible and protective tool for couples who wish to plan their estate together.

Joint Estate Trust

How it Works

  1. Book Your Consultation
    Contact us or securely pay online to schedule your one-on-one planning session.

  2. Complete a Short Intake Form
    We’ll send you a simple form tailored to your situation to help guide the conversation.

  3. Meet With Your Planner
    In your scheduled session, we’ll walk through your needs and finalize the details of your Will or Living Trust.

  4. Receive Your Documents
    Within 1–2 business days, you’ll receive your completed documents, ready to print, sign, and make official.

FAQs

  • Why PlanWell?

    Because planning your legacy shouldn’t be complicated, expensive, or impersonal. At PlanWell, we make it simple to protect what matters most — your family, your assets, and your wishes.

    We combine legal expertise with easy-to-use technology to deliver customized Wills and Living Trusts without the hassle of traditional law firms. You get fast turnaround, transparent pricing, and peace of mind — all from the comfort of your home.

    With PlanWell, you're not just filling out forms — you're making a smart, secure investment in your future.

  • Can I talk to someone if I have questions?

    Yes! We’re here to help. You can email us anytime or schedule a call with a member of our team. We’re happy to walk you through the process and ensure you feel confident every step of the way.

  • How long does it take?

    The entire process is designed to be quick and easy. After you complete your secure intake form, we will schedule a brief consultation to review your information and confirm your wishes. We then prepare your personalized documents and deliver them to you within 1-2 business days.

  • Is this Legally Binding?

    Yes. Our documents are carefully drafted to comply with the legal requirements of California, Texas, Idaho, Ohio, Florida, Michigan, and Pennsylvania. When completed and signed in accordance with your state’s laws (we’ll guide you through every step), your Will or Living Trust will be fully valid, binding, and enforceable.

  • What if I need to make changes later?

    Life changes, and your legal documents should keep up. We offer updates for major life events like a new home, marriage, or the birth of a child. You can reach out to us anytime for support or to make edits.

  • Is my information safe?

    Absolutely. We use bank-level encryption and secure servers to protect your personal and payment information. We will never sell or share your data with third parties. Your privacy is our top priority.

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