Wellspring Wills & Estate Planning

  5.0 – 6 reviews  

Wellspring Wills & Estate Planning

I am here to make the process of getting a Will and planning your estate as straightforward as possible. I help you put plans in place for your children, spouse/partner, and other loved ones. We also look at the best way to structure your beneficiary designations on your RRSPs, Life insurance, and other accounts. I then help you put in place Powers of Attorney and Representation Agreements that best serve and protect you should you need some help managing your finances or healthcare decisions at any point. I aim to help you enjoy the process, understand your options and come out the other side with peace of mind, knowing you have done what you can to protect and provide for your loved ones and yourself.

Address and Contact Information

Address:

Phone: +1 778-245-4464

Website: http://wellspringwills.ca/

Services

Legal Services
Advanced Directives
Beneficiary Designations
Estate Planning Lawyer
Estate planning
Guardianship planning
Healthcare Planning
Initial Consultation
Joint Tenancy
Life Insurance
Life Insurance beneficiary planning
Personal Estate Planning Services
Powers of Attorney
Representation Agreements
Trusts
Wills
Wills & Estate
Wills & Estate Planning
Wills Drafting
… View more

Photo Gallery

Related Web Results

Estate Planning – Wellspring Consulting

The purposes of estate planning are to ensure that Wills, Trusts, and Powers of Attorneys exist, reflect the client’s current wishes, and minimize estate …

Wellspring Wills & Estate Planning | Personal estate planning …

Wellspring Wills specializes in preparing wills that are clear and well thought out to save you and your family thousands of dollars.

Trusts and Estate Planning – Schwabe, Williamson & Wyatt

We routinely assist clients in Oregon and Washington in setting up wills, revocable living trusts, powers of attorney, advance directives, …

Reviews

D Chow
I’m thankful my friend referred me to Deborah’s services. She is kind, thorough, organized, and thoughtful. Estate planning sounded intimidating at first but I appreciate her integrity, advice, and care for me. The process went smoothly, it was easier than I expected, and I have peace of mind now. I never felt judged in any way, and she was very patient in explaining terms and processes in ways I could understand so I could make informed decisions. I highly recommend Deborah (and have already raved about her to my friends and family!).
… more
Laura McFadgen
Positive: Professionalism, Quality, Responsiveness, ValueDeborah at Wellspring was absolutely incredible! While you could get a will done cheaper elsewhere, the difference with Deborah is that she provides comprehensive, personalized and thoughtful estate planning. She worked with a tax lawyer to plan tax efficient corporate transfers, she worked with our life and disability insurance reps for planning and structured payments, and made sure everything was coordinated and planned for. In addition to all the legal documents she drafted, she provided us with a number of forms to keep everything organized for our executor. I am sure my executor will be very grateful for Deborah as she has made their job so much easier! Highly recommended!Deborah at Wellspring was absolutely incredible! While you could get a will done cheaper elsewhere, the difference with Deborah is that she provides comprehensive, personalized and thoughtful estate planning. She worked with a tax lawyer …More
Deborah at Wellspring was absolutely incredible! While you could get a will done cheaper elsewhere, the difference with Deborah is that she provides comprehensive, personalized and thoughtful estate planning. She worked with a tax lawyer to plan tax efficient corporate transfers, she worked with our life and disability insurance reps for planning and structured payments, and made sure everything was coordinated and planned for. In addition to all the legal documents she drafted, she provided us with a number of forms to keep everything organized for our executor. I am sure my executor will be very grateful for Deborah as she has made their job so much easier! Highly recommended!
… more
Bethany Goossen
Positive: Professionalism, ResponsivenessDeborah made the process of creating a Will very seamless. She took time to explain everything very thoroughly and did a great job of putting me at ease. I wouldn’t hesitate to work with Deborah again.
Deborah made the process of creating a Will very seamless. She took time to explain everything very thoroughly and did a great job of putting me at ease. I wouldn’t hesitate to work with Deborah again.
… more
Ian McFadgen
Our experience with Deborah at Wellspring Wills and Estate Planning was incredible. Deborah took so much time (far more than we expected) to go through each of our planning wishes, explain our options in great detail, and help us navigate the complex world of building a will and an estate plan. We had heard so many stories from others about trying to draft our own wills, and we are so glad we didn’t try to do something like that. Deborah’s knowledge and caring were such a breath of fresh air in such a confusing world. She has such a wealth of experience to provide, and she went out of her way to consult with other professionals to ensure that all of our planning needs were met. We are so glad we found her, and couldn’t be more appreciative of the time she spent with us, and the documents she drafted. Of course we won’t know the final result until we pass (and we can’t really provide another review at that point), but everything she has provided us with has left us every assurance that we are in good hands for now and for the future. The value she provided was definitely worth it. She put in so much time with us, she drafted excellent and thorough documents to address all manner of contingencies, and most of all, she provided great advice.
… more
Ken Coach
Positive: ProfessionalismDeborah displayed a meticulous attention to detail and was still able to accommodate a tight deadline.
Deborah displayed a meticulous attention to detail and was still able to accommodate a tight deadline.
… more
Jennifer Scott
We were completely satisfied with our services from Wellspring and would highly recommend! We found them to be very professional, thorough and timely.
… more
… View more

Leave a Comment

Please rate

Do not miss this experience!

Ask us any questions