Wills & Wellness
Client Membership Program
Life events happen: we can’t stop them, but we can help you plan for them.Become A Member Today
Why Become a Wills & Wellness Client Member?
Wills & Wellness Grows with our Client Members
At Wills & Wellness, our mission is to grow with your family and stand with you through all of life's milestones; the good and the challenging. At other estate planning firms, the relationship ends at signing the dotted line. As a Wills & Wellness Client Member, signing documents is the beginning of our ongoing support for all the events in your life.
Benefits of becoming a Client Member:
Ensures your will and estate plan are always up-to-date and obey Colorado law.
Think beyond financial assets. Client Members have access to Wills & Wellness services such as legacy planning, funeral pre-planning, and ongoing estate planning education opportunities.
We’re always a call away for guidance, to answer questions, and to help you navigate the ups and downs of life.
We treat Client Members like our own family members; we will help you make the best decisions for you and your family, not our bottom line.
Plan for the best. Plan for the worst. Plan for Peace.
Click on each family member to see how the Peace Family benefits from the W&W Client Member Program.
Life never stays the same, so your estate plan shouldn’t either.
Plans change. Families grow. Children grow up. Loved ones die.
Prepare to adjust and update your will to grow with you and your family to reflect all life's ups and downs. Here are a few commonly seen life events which we highly encourage our clients to update their wills:
When to update your will:
Birth or adoptions of a child
When a child or grandchild becomes a legal adult (18 yrs old)
When a child graduates high school or college
Borrowing or paying off loans
Marriage or divorce
Illness or disability of a spouse
Purchasing a home or other properties
Receiving a large inheritance or gift of money
Opening or closing a business
Children or grandchildren getting married
Children or Grandchildren getting divorced
If a beneficiary develops a substance abuse problem
Named executors or beneficiaries die
New legislations pass which impacts investments and estate plans
Moving outside the country
Get Peace of Mind
To get started, please fill out the form below and someone on our team will reach out for more information. Or if you’re ready to schedule a meeting today, click here >