Estate Planning Made Simple for Families and Homeowners

We guide you through wills and trusts with a clear, supportive process designed to protect your loved ones, preserve your property, and avoid unnecessary complications.

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Attorney-reviewed • Clear guidance • Serving clients in CA, ID, and TX

A Clear Path Forward

Estate planning doesn’t have to feel overwhelming. We help you understand your options, organize your wishes, and move forward with confidence — at your pace and with expert oversight.

CLEAR, UPFRONT GUIDANCE

ATTORNEY-LED PROCESS

NO PRESSURE, NO CONFUSION

HOW IT WORKS

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

  • Schedule a Call

    Start with a brief call to discuss your goals, family, and any property or assets you want to protect.

  • Complete Your Intake

    We’ll gather the details needed to prepare your estate plan accurately and efficiently

  • Plan Preparation

    Your documents are carefully prepared and reviewed to ensure everything reflects your wishes.

  • Final Review & Next Steps

    We walk you through your plan, answer questions, and explain how to keep it updated over time.

Get Started Today

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

What We Offer

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

  • 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.

  • 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.

  • Joint Estate Trust

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

  • Consultation Session

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

Meet The Team

Your estate plan is prepared with care and reviewed by experienced attorneys.

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."

Jason Dominguez

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.

Schedule a Free Call