About Our Practice
We are a boutique law firm serving everyone from singles to young families to empty nesters to seniors. We help you chose guardians for your children, establish protection for your assets, appoint decision makers, and preserve your legacy for your loved ones.
At Wills & Wellness, we focus on the fact your life will grow and change. Our emphasis is on planning for exciting and inevitable life changes, not just what happens when you pass away. Our estate plans also help you capture what’s most important to you and your loved ones—who you are as a person—your values, insights, stories, and experiences you want to share.
We believe memorializing and communicating your legacy is an important yet often overlooked component of estate planning. Plan for your life and for your legacy!
What We Do
We focus our services in these areas:
Our Story
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.
Thus, Kim started her own firm in 2012, and it has blossomed into serving hundreds of individuals and families each year. Our firm is responsive and client-focused. When clients need to communicate with us, we are here to help.
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 an online form, 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 you and your loved ones, both now and in the future.
We hope to meet you soon to become your trusted advisors!
Who We Serve
- Married couples
- Unmarried couples
- Same-sex couples
- Singles
- Empty nesters
- Blended families
- Retirees
- Senior citizens
- Pet parents
- Trustees
- Estate beneficiaries
- High net worth individuals
- Probate personal representatives (executors)
We can help – whether your main objective is protecting yourself, providing a plan for your children, outlining your wishes and decision makers, ensuring your pets are cared for, minimizing estate tax implications, navigating the probate court system, administering a trust, updating an outdated plan, or leaving a well-thought out legacy for your loved ones.
Become part of our client family and experience how highly we value excellent client service!
