Estate Planning Made Simple for Families and Homeowners

A clear, guided process with attorney oversight. We help families and homeowners navigate estate planning with clarity and confidence. Our role is to guide you through the process and coordinate next steps, while licensed attorneys handle all legal advice and document preparation in accordance with your state’s laws.

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Serving Clients in CA, ID, and TX

Attorney‑Reviewed

Clear Guidance

A Clear Path Forward

Estate planning doesn’t have to feel complicated or overwhelming. We guide you through a structured, easy‑to‑follow process designed to help you understand what to expect at each stage. Our approach focuses on clarity, coordination, and support—so you can move forward at a comfortable pace while licensed attorneys handle the legal work.

Clear, Guided Process

Attorney Oversight

State‑Specific Planning

Learn About Planning in Your State

HOW IT WORKS

Our process is designed to be simple, transparent, and guided by experienced professionals.

  • Introductory Call

    We start with a brief, friendly call to answer initial questions, explain how our process works, and outline the next steps.

  • Intake & Preparation

    If you decide to move forward, we’ll send you a secure intake form to gather the information needed for your estate plan. This allows the attorney to prepare in advance.

  • Attorney Consultation

    You’ll meet with a licensed attorney for a formal estate planning consultation to review your goals, discuss legal options, and address questions specific to your situation.

  • Drafting & Finalization

    Following the consultation, your documents are drafted, reviewed with you, and finalized in accordance with your state’s requirements.

See How It Works

Meet the Team

PlanWell works in coordination with licensed attorneys to support estate planning across multiple states.

Jason Dominguez

Over 30 years of legal and public service experience.

"We appreciate Jason’s ability to explain complex legal issues in straightforward, practical terms. Whether preparing wills, trusts, or powers of attorney, he focuses on making sure you fully understand your options and feel confident in the choices you make."

Matthew Lovell

Former law enforcement officer, now trusted Idaho attorney.

"Matt has been a great resource to our family. During trying times when you need a lawyer, Matt is professional and courteous and truly cares about his clients. I would recommend him for all matters that need a professional and experienced tough."

Proven Experience

Attorneys with decades of experience prepare your estate plan carefully and professionally.

Clear Guidance

We clearly explain your options in simple terms, so you fully understand each step and feel confident in every decision.

Peace of Mind

Your plan is created with care to protect your wishes now and in the future.

Here to Guide You

PlanWell was created to make estate planning more approachable and easier to understand. We work with individuals and families who want clarity, structure, and confidence when planning for the future.

Our role is to guide you through the process, help you make informed decisions, and ensure your plan is prepared with care and professional oversight.

About Us

We simplify estate planning by clearly explaining your options and helping you understand each step, so you can move forward with confidence and peace of mind.

We simplify estate planning by clearly explaining your options and helping you understand each step, so you can move forward with confidence and peace of mind.

FAQs

  • 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.

  • Not everyone needs both, but many families benefit from having them work together. A will allows you to name guardians, outline final wishes, and handle property not placed in your trust. A living trust, on the other hand, helps your loved ones avoid probate, keeps your affairs private, and can simplify the transfer of complex assets. Whether you need one, the other, or both depends on your goals, the size of your estate, and your state’s laws.

  • 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 can deliver them to you within 1-2 business days.

  • 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.

  • 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.

  • 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.

  • 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.

Ready to Get Started?

• Clear guidance

• Professional review

• No pressure

Schedule a free call to discuss your goals and learn how we can help you create a clear, thoughtful estate plan.

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