About us
Focused on Simplicity, Accuracy, Affordability, and Efficiency
Planning ahead starts with having your documents in order.
At PlanWell, we assist with the preparation of estate planning documents in a clear, organized, and efficient manner—based entirely on the information you provide.
Our role is simple: we prepare and format your documents so they are ready for review, signature, and use. We do not provide legal advice, but we help streamline the process so you can move forward with confidence and peace of mind.
Whether you are organizing a will, trust, or other essential documents, PlanWell is here to help you stay prepared.
Our services
Last Will & Testament
Healthcare Proxy
DurablePower of Attorney
Revocable Living Trust
Healthcare Directive
and more...
How It Works
After placing your order, you will receive an email with a link to access your secure PlanWell client portal. You will be prompted to create your login and set up your profile.
Once your account is established, you will be assigned a questionnaire tailored to the specific document or portfolio you selected. This questionnaire allows you to provide the information needed for document preparation.
After you submit your completed questionnaire, we will begin drafting your documents based on the information you provided. Please allow a minimum of 72 hours for preparation and internal review.
When your documents are ready, they will be delivered to you through your secure portal for review. After you confirm that all information is accurate, you will receive instructions on how to properly execute your documents.
If you selected the optional PlanWell Estate Planning Portfolio binder, your finalized documents will also be professionally printed, bound, and shipped to the address you provided.
-
Last Will and Testament – $149
-
Durable Power of Attorney – $89
-
Healthcare Directive / Living Will – $89
-
Healthcare Proxy – $79
-
HIPAA Authorization – $49
-
Guardian Designation (Minor Children) – $79
-
Personal Property Memorandum – $49
-
Last Will and Testament (Both Spouses) – $249
-
Durable Power of Attorney (Both Spouses) – $149
-
Healthcare Directive / Living Will (Both Spouses) – $149
-
Healthcare Proxy (Both Spouses) – $129
-
HIPAA Authorizations (Both Spouses) – $79
-
Guardian Designations (if applicable) – $129
-
Personal Property Memorandums (Both Spouses) – $79
Includes:
-
Last Will and Testament
-
Durable Power of Attorney
-
Healthcare Directive (Living Will)
Also Included:
-
Structured document formatting based on your provided information
-
Standard review for completeness and consistency
-
Organized digital copies of all documents
Core Individual Portfolio – $249
Optional add-on
PlanWell Portfolio Binder (Printed + Shipped) – $100
Includes:
-
Two Last Wills and Testaments
-
Two Durable Powers of Attorney
-
Two Healthcare Directives (Living Wills)
Also Included:
-
Structured document preparation based on information provided by each spouse
-
Standard review for completeness and consistency
-
Organized digital copies of all documents for both individuals
Core Couples Portfolio - $399
Optional add-on
PlanWell Portfolio Binder (Printed + Shipped for Both Spouses) – $100
Includes:
-
Two Last Wills and Testaments
-
Two Durable Powers of Attorney
-
Two Healthcare Directives (Living Wills)
-
Guardian Designation (if applicable)
-
HIPAA Authorizations (both spouses)
Also Included:
-
Structured document preparation based on information provided by each individual
-
Standard review for completeness and consistency
-
Organized digital copies of all documents for both spouses
Family Complete Portfolio - $549
Optional add-on
PlanWell Portfolio Binder (Printed + Shipped for Both Spouses) – $100
Portfolios
Optional
PlanWell Estate Planning Portfolio Binder
Disclaimer
PlanWell Document Preparation Services is not a law firm and does not provide legal advice. All documents are prepared based solely on the information you provide. For legal guidance, please consult a licensed attorney.
.png)