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Spokane, WA Reviews
Garry Morgan
1 week ago
Matthew and Diana were both very informative, friendly and helpful. They answered questions clearly.
Response from the owner:Garry thank you so much for your review and for being our 100th review! We so appreciate your trust in this process. If you ever need us please don't hesitate to reach out.
Dennis Setzer
2 weeks ago
Working with Heather was a real pleasure. She took her time and answered all of our questions. She was very professional and certainly educated on the process she was working with.
She was very thorough and explained all the things we needed to follow up on with the amendments we asked for. She had the forms we needed to set up a trust account at our bank as well.
She should be considered a real asset to Elevated Planning and we will recommend your office to as many folks that we can.
Thank you, again,
Denny & Patti
Response from the owner:Thank you so very much Dennis for your review and vote of confidence to recommend us to others. We strive to provide the best experience as possible and to constantly seek to improve your experience when working with us. We all appreciate when we get reviews like this that we can celebrate and share them with the team. If you ever need our assistance please don't hesitate to call or email us!
Rich Brim
3 weeks ago
Matt Luedke hosted a presentation dinner where he clearly and concisely outlined how a person or a couple would benefit from a living trust; we knew what to do and what it would cost. After our scheduled meeting with Matt where he tailored the trust to our situation, we had a signing meeting with Diana Davis who explained each section and answered our questions. Diana is a knowledgeable professional who made us feel welcomed. By the time we left the signing meeting we knew this was one of the better things we have done.
Response from the owner:Rich thank you so very much for your review and appreciation of our process. We do our utmost best to make this process tailored and convenient to every person that decides to work with us. We are all so grateful to see you recognize and appreciate the hard work we strive to achieve. If there is anything you need us for please don't hesitate to call or email us!
Susan Waweru
3 weeks ago
Thank you Diane and the whole team at Elevated Estate Planing in North Spokane for your professionalism and dedication. Diane explained the whole process with clarity, patience and understanding and she answered my questions thoroughly. Thank you again and keep up the good work
Response from the owner:Susan, thank you so much for your thoughtful review. We sincerely appreciate your kind words and are pleased to hear that our team provided clear, patient, and thorough guidance throughout the estate planning process. It was our pleasure to assist you.
Gary Klawitter
4 weeks ago
Trusts can be very time consuming and difficult to follow. The professionalism of elevated estate planning experts explains each section in language you can follow.
Extremely satisfied with development of the trust and implementation.
Response from the owner:Thank you for your thoughtful review, Gary. We are pleased to know our team was able to explain each section in a clear and understandable manner. We truly appreciate your trust in Elevated Estate Planning and are grateful to hear that you are satisfied with your Trust.
Brian Peterson
4 weeks ago
Very informative. Presented with some humor so not a boring dry presentation. Glad I attended.
Response from the owner:Thank you for your review, Brian. We are pleased to hear that you found the presentation both entertaining and informative.
Terri Mills
4 weeks ago
Very informative presentation!
Response from the owner:We are so glad you found the presentation informative, Terri. Thank you for your review!
Jim Hemmi
4 weeks ago
Well presented, we signed up for an appointment.
Response from the owner:Thank you for your review, Jim! It is great to hear you scheduled an appointment, we will see you then!
Julene Whorley
4 weeks ago
Wow! Great info and so knowledgeable
Response from the owner:Thank you for your kind review, Julene! We hope to see you again soon
Dan Riffle
4 weeks ago
Very informative! Very helpful!
Response from the owner:Dan, we are glad you found the presentation helpful. Thank you for your review!
Spokane Valley, WA Reviews
Jeffrey Leggett
9 years ago
Excellent customer service. They did my bussiness LLC. They also did all my estate planning . I could not be happier with them. Jeff Leggett owner Quality Spas
Response from the owner:Thank you so much for this review Jeffrey! We appreciate you taking the time to let people know about your experience!
colleen holmes
9 years ago
We have had nothing but good advice from Rial Moulton and his Team .I encourage everyone to listen to his radio show and learn all they can from the advice that he can give them.
Response from the owner:Thank you for the kind words Colleen! We really appreciate you listening to our podcast! Let us know if you need any more advice or planning guidance, we're always here to help!
Doris Barnett
8 years ago
We had our non revocable trust done there and their service is excellent.
Response from the owner:We're glad to hear that you were satisfied with your non-revocable trust DJ! Please let us know if there is anything more we can do to help you!
Jolene Hall
8 years ago
Response from the owner:Thank you so much for the 5 Star Rating Jolene! We really appreciate you taking the time!
Robert Wolfe
8 years ago
great experiance, staff information, helpfull, and caring. They have our interest as priority one at all times.
Response from the owner:We're excited to learn of your fantastic experience Robert! Thank you so much for taking the time to leave us such a positive review. Please let us know if there is anything more we can do to help!
Luka Staerk
8 years ago
Response from the owner:Thank you very much for rating us 5 Stars Luka! We really appreciate it.
Harry Greer
8 years ago
Good knowledge of trusts, good advice
Response from the owner:Thank you so much for the kinds words Harry! Please let your friends and family know about us!
Robert Cargill
7 years ago
Been a client since 2004, Like them very much.
That one old review I saw was apparently not from a client, but from a child of one. Nosey ?
Response from the owner:Thank you so much for the kind words Robert! We really appreciate you taking the time to leave your positive review, it really means a great deal to us. Let us know if there's anything else we can do for you sir!
Monica MacNaughton
7 years ago
Over the past several years, our family has had a great experience working with Matthew Luedke at Moulton Law Offices. He has assisted us with a family trust and the many details involved with this trust. Matthew is always patient answering our many questions. We would highly recommend his legal services.
Response from the owner:Thank you for the kind words Monica! It has been an absolute pleasure working with your family. Please don't hesitate to reach out if you have any other questions.
Maxine Pickel
7 years ago
I was not looking forward to the task of setting up our family trust. Working with the staff at Moulton Law definitely changed that into a pleasant & educational experience. My husband & I feel confident in their professional abilities and that they really do care about their clients.
Response from the owner:Thank you so much for leaving such kind words Maxine. It has been our absolute pleasure helping you learn and understand your family trust. We really appreciate you taking the time to leave such an encouraging review, come back in and see us soon!
Yakima, WA Reviews
Ray MacDonald
2 months ago
Very professional and thorough in explaining associated documents regarding trust. Jenny was very busy dealing with me and walk-in traffic. Could use some help.
Response from the owner:Ray thank you so much for your review and yes we are trying to adapt to the ever growing demand of Yakima. We look forward to improving your experience as well as countless others we plan to serve.
Darrel Nash
3 months ago
The presentation was very informative as well as entertaining. Looking forward to our meeting with a specialist.
Response from the owner:Darrel thank you so much for your review and for joining us! We look forward to seeing you again soon!
Dyana Dills
3 months ago
Response from the owner:Dyana thank you so very much for your review and the time spent with us at our seminar! We hope you walked away with loads of new and good information to think about, hope to see you again soon.
sophiaannm
3 months ago
Loved it! Made it easy to follow. Great food!
Response from the owner:We so appreciate the amazing review, we're so happy to hear you enjoyed the seminar! Glad to also hear the food was good of course! We hope to see you again soon thanks once again for your time.
Karen Craig
4 months ago
Elevated Estate Planning is the best. The experience from our free initial meeting to our finished trust was a truly positive experience. Tristan and Jenny explained everything and answered all our questions until we understood. Our estate is in order. So when one of us passes, it gives us peace of mind to know who to call for guidance plus our executor son will have guidance to administer our trust.
Response from the owner:Karen thank you so much for not only your trust but your amazing review too. We are so grateful to you and your family for allowing us to be your guides in this process. We will always be here for you and your loved ones for whenever you need us.
Mark Tullis
5 months ago
Friendly staff, very knowledgeable and efficient. Did not hurt at all🤗
Thank you, Mark
Response from the owner:Thank you Mark for the review and glad it didn't hurt! Haha we strive to have you out of our meetings in one piece. Please don't hesitate to call or email if you need our assistance.
Susan
6 months ago
Initial meeting with Tristan was very informative. He was a great help in explaining/understanding the benefits of a trust. During the course of getting it established, everyone we worked with was very helpful and attentive to our questions and issues. When it came time to finalize the trust, Jenny was amazing. She is so thorough in her answers to our questions and explanations of the various documents. On top of that, she is very personable! As much as my husband dislikes dealing with paperwork, she made it easy for him and he actually enjoyed the time! Thank you Elevated Estate planning for making a time consuming, totally confusing legal process come into focus.
Response from the owner:Thank you so much Susan for this incredible review! We absolutely love reviews like this. It gets our whole team excited sharing these reviews because it takes so many people behind the scenes, so thank you for sharing your review. It's so nice to support people and families like you!
Kimberly Moore
7 months ago
Excellent experience all around, I highly recommend Elevated Estate Planning!
Response from the owner:Kimberly thank you so much for your review! So happy to have had the opportunity to support you throughout this process and we look forward to any way we can assist you in the future.
Larry
7 months ago
Response from the owner:Thank you Larry for your review! So happy to have earned your approval!
Dennis Herreid
7 months ago
We so appreciate the attention to our update following a death in our family. We plan to continue the Client Care program in the coming years. It is a real $ value.
Response from the owner:Thank you so much Dennis for your review and thank you for being apart of our care program. We're so glad you feel it's value. We work so hard to provide as much value as possible with our service and it means a lot to hear it's appreciated.
Kennewick, WA Reviews
Carolyn Henry
4 days ago
They are knowledgeable and thorough
Gina Tsujimura
2 weeks ago
I really appreciate the extra time taken to explain the planning and how it all works. It was an explanation that was understandable as well as educational. I will be looking into additional services that are provided and plan on attending the seminars.
Response from the owner:Thank you Gina for the review and we look forward to having you join us at one of our upcoming seminars! They are a load of fun for being an estate planning topic. It'd surprise you to see how many people come more than once!
Judy Hill
4 weeks ago
Jenny, Craig and Debbie were so helpful with our estate planning. Jenny explained everything in terms we understood easily. Enjoyed working with them. Thank you so much!
Response from the owner:Thank you for your kind review, Judy. We are pleased to hear that our team was helpful throughout your estate planning process. We are glad that Jenny was able to explain everything clearly and in terms that were easy to understand. It was a pleasure working with you, and we truly appreciate your trust in Elevated Estate Planning.
Gretchen Conner
4 weeks ago
Due to an unfortunate family situation, our 2nd visit was to sign documents regarding a revision to our Living Trust. As much as possible, this was a very pleasant experience. The staff was very friendly, knowledgeable and extremely helpful. They were very professional and extremely respectful to our sensitive matters. They were patient and answered all of our questions. Their offices were inviting, clean, organized and easy to locate. Without reservations, we highly recommend Elevated Estate Planning for your estate planning needs.
Response from the owner:Thank you for your thoughtful review, Gretchen! We are pleased to hear that our team provided a friendly, knowledgeable, respectful, and helpful experience while answering your questions with care and patience. Thank you for your trust in Elevated Estate Planning and for your kind recommendation.
David Belliston
1 month ago
Very informative and entertaining presentation. Thank you!
Response from the owner:We appreciate your review, David! We’re glad you enjoyed the seminar and found it entertaining. We hope to see you again soon!
Karima Tomasino
1 month ago
very informative
Response from the owner:Thank you for your review, Karima! We are glad you found the seminar informative.
William Frisbee
2 months ago
Excellent and professional estate planning presentation at Zintel Creek Golf Clubhouse in Tri-Cities. Good meal and drinks. Learned a lot of helpful information.
Response from the owner:Thank you for your kind review, William. We are so glad you enjoyed the presentation and were able to gain valuable insight into estate planning. We hope to see you again soon!
Cody McDonald
2 months ago
Fantastic seminar full of important information! Great job! 👍🏼
Response from the owner:Thank you for the review, Cody! We are glad you enjoyed the seminar and we hope to see you soon!
Keith Hopper
2 months ago
Matthew gave a very good primer course on all the basics and some of the specifics one would need when entering into estate planning.
Response from the owner:Keith, thank you for your review. We are glad the presentation provided a solid foundation and offered useful insight into the estate planning process. We appreciate you being there and taking the time to share your thoughts!
Tausha Herndon
2 months ago
Thank you for the eye opening information! Well worth the listen!
Response from the owner:Thank you, Tausha. We appreciate your feedback and are grateful for the opportunity to share this information with you. We hope to see you again soon!