Estate Planning by State

Estate planning laws vary by state, and it’s important that your plan reflects the rules and requirements where you live. We work with licensed attorneys to ensure your estate plan is prepared in accordance with your state’s laws.

State Opportunity

California

Explore opportunity in California

Idaho

View available insight in Idaho
Coming Soon

Texas

New market launching shortly

Estate Planning Services We Support

Not sure where to start? Most families who own property benefit from a trust-based estate plan.

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    Essential Will

    A will outlines your wishes and names key decision-makers. It can be an important part of an estate plan, especially for individuals without complex assets.

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    Living Trust

    A living trust provides greater control, helps avoid probate, and makes things easier for your family — particularly if you own real property or have children.

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    Joint Estate Planning

    Designed for couples who want a coordinated plan that protects shared assets and clearly outlines responsibilities and distributions.

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    Consultation Session

    A dedicated session to review your goals, answer questions, and determine the right path forward before documents are prepared.

Learn More

Meet the Team

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

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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."

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Matthew Lovell

"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."

Former law enforcement officer, now trusted Idaho attorney.

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Proven Experience

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

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Clear Guidance

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

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Peace of Mind

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