FAQs
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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.
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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.
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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.
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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.
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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.
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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.