We are parents serving, collaborating with, and empowering everyone through excellent education and counsel by giving them PEACE OF MIND about the future of their children and loved ones.

Client Rights

1. You have the right to courteous service – from your Estate Planning Attorney and all other attorney and staff of Wills & Wellness.
2. You have the right to select and work with a trustworthy Estate Planning Attorney who is professionally competent and personally dedicated, and who communicates with you on a regular basis during the planning phase of your estate plan. You may request information about your Estate Planning Attorney’s work history and background, and you may contact the state bar or state Supreme Court to verify licensure.
3. You have the right to expect estate planning recommendations based solely upon your unique needs and goals, consistent with the objective of enhancing your peace of mind.
4. You have the right to open and consistent communication and to have information presented in clear and understandable terms.
5. You have the right to prompt response to your calls and emails. Your Estate Planning Attorney should not let the sun set twice before responding to your communications. If your Attorney is out of town, you should receive an auto-reply to your email letting you know, or your Attorney’s voicemail greeting should let you know, who to contact for immediate assistance.
6. You have the right to know all costs and fees associated with a recommended course of action.
7. You have the right to have any errors corrected fully and any complaints addressed promptly.
8. You have the right to strict confidentiality, complete discretion and full protection of your personal and financial information. We do not sell your information to anyone. Wills & Wellness only provides information to external organizations when required by law or regulation or when necessary to provide the services you have requested.

Client Responsibilities

1. To ensure appropriate recommendations are made by your Estate Planning Attorney, you have the responsibility to share your current personal and financial situation, goals, values, and objectives during the planning phase.
2. To ensure we timely draft your estate planning documents, you have the responsibility to respond to our communications requesting client action.
3. You have the responsibility to make payment of the fee at the agreed-upon times.
4. You have the responsibility to seek the advice of a tax professional, CPA or financial advisor, as appropriate.