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Spokane, WA Reviews
Matt was an extraordinary speaker and managed to make the potentially dry subjects enthralling. We learned an awful lot and are looking forward to meeting with the firm this Spring. Also, the meal was exquisite at the seminar held at Twigs, North.
Response from the owner:Thank you so much for your amazing review! We are so glad you got the chance to join us. We have worked so very hard on this presentation so it means the world to us you enjoyed it so much. Everyone deserves to know all the facts to make the right choice for themselves. We look forward to seeing you again soon!
Very informative presentation. Thank you!
Response from the owner:Thank you John for your time and the review! We love to hear when people enjoy the presentation. We hope we will get to see you again soon.
Very informative. Glad we came to the seminar and we have an appointment scheduled.
Response from the owner:We are so glad you came Chris! Thank you so much for the review and we look forward to seeing you at your appointment!
It was a solid presentation that helped my wife and I understand the benefits and affordability of a living trust.
Response from the owner:Thank you Rich for your review and we are so glad that we could be the ones to provide this vital information. We think everyone deserves to know the whole truth to make the best decision for their family. We hope we get to see you again soon.
Wow! What an incredible class! Great presentation: a LOT of great info but given with humor & understanding as well! Really appreciate the opportunity to attend!
Response from the owner:We appreciate the review and your time! We have worked so hard to develop this presentation so we are so glad you enjoyed it so much. We hope to see you again soon.
Excellent presentation. Wealth thought out and the supplied documents went hand-in-hand with how everything flowed. A lot of good information that is very timely and useful for people that are at any age.
Response from the owner:Thank you Rich! We are so glad you were able to join us and the information was presented in such a way that resonated with you. We hope to see you again soon.
Great presentation, great information, no pressure, funny. Would recommend.
Response from the owner:Carol thank you so much! We have worked really hard trying to make the information as short but informative as possible while making it fun. So thank you for appreciating it and joining us.
Well presented and easy to understand
Response from the owner:Thank you Reed for your review and for your time! We are so happy to hear that is was a good presentation. We hope to get to see you again soon.
Extremely informative.
Response from the owner:Thank you so much! We're so glad you enjoyed the seminar and felt we deserved the review! We hope to see you again soon.
Very informative, very easy to listen to very educated and quite humorous. We will be contacting them in the future.
Response from the owner:Theresa thank you so much for your time yesterday and for your review! We're so glad you were able to join us and we look forward to seeing you again.
Spokane Valley, WA Reviews
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!
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!
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!
Response from the owner:Thank you so much for the 5 Star Rating Jolene! We really appreciate you taking the time!
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!
Response from the owner:Thank you very much for rating us 5 Stars Luka! We really appreciate it.
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!
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 ?
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!
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.
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
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!
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.
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.
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.
Friendly staff, very knowledgeable and efficient. Did not hurt at all🤗
Thank you, Mark
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.
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!
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.
Response from the owner:Thank you Larry for your review! So happy to have earned your approval!
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.
Jenny at Elevated Estate Planning’s Yakima office did an excellent job guiding us through our documents. She broke everything down clearly, answered questions directly, and kept the process efficient. The Yakima location made it easy for us to come over from the west side, sign everything, and get back home before dark. Matt was great, and addressed everything we were looking for. I’d confidently recommend working with them.
Response from the owner:Bob thank you so much as well! We are so thankful you guys had such a phenomenal experience working with us and again we will always be here if you or your family ever needs our assistance. Don't hesitate to call or email!
Kennewick, WA Reviews
This team is great to work with!! Explained the whole process and made it very easy. Jenny, Debbie and Craig were a lot of fun to work with. We are very satisfied with the process and the outcome. Planning for death isn't a fun topic so may as well have a little fun!!
Response from the owner:Chris thank you so much for your review and kind words! It certainly isn't the most fun to talk about or deal with but we appreciate your positive attitude and having a bit of fun in the process.
When a loved one passes away navigating the, what do we do now, is more difficult than anyone expects. My dad passed in December and my mom fell apart. She called Elana at elevated estate planning and Elana helped us navigate everything. Then she put us in touch with Jenny. Jenny is amazing. She made all the legal mumbo gumbo easy to understand and even made my 80 year old mother smile when we left the office. I know from now on after all I have learned about a Trust, I'm now taking to my friends about it and recommending elevated estate planning
Response from the owner:I'm so sorry Daniel, our deepest condolences for your family. We know this stuff sucks to have to handle while grieving. We're so thankful to have had the opportunity to support your family through this crummy process. We will always be here for any support or help you may need from us.
If it’s any consolation, grief is the unfortunate cost we pay for a one-of-a-kind love.
If it’s any consolation, grief is the unfortunate cost we pay for a one-of-a-kind love.
Jenny was friendly, efficient and was very helpful. She clearly explained several trust documents and processes in detail. The amendment to our trust was ready for our signatures when we arrived for our appointment. There was no waiting when we arrived. Jenny helped purge unneeded documents from our trust binder and quickly processed an updated Power of Attorney. We appreciate how helpful she was and would highly recommend Elevated Estate Planning.
Response from the owner:Donald thank you so much for your review! Jenny is truly incredible and we always love to celebrate reviews like yours. So thank you so very much for sharing yours. We always will be here for you and your loved ones if or whenever you may need us. Thank you for your support and trust in us to make sure what matters to most is handled appropriately.
Great job, not pushy whatsoever! Very informative too! Thank you.
Response from the owner:Thank you Dawn! We believe the only right choice is to give people the truth and the information to make the best decision for themselves. Sadly the truth of estate planning is what "sells" estate planning so to speak. The reality is people need to do something and we are here to establish whatever that means to you. We believe what matters to you matters to us.
Very informative. Fun and light hearted.
Response from the owner:Donna thank you so much for your review and for your time during the seminar! We are so glad you enjoyed it and hope to see you again soon.
Response from the owner:Thank you Kim for your review and for joining us! We hope to see you again soon.
After many months of discussing the need to get our estate plan in order, we attended a free seminar put on by Matt at Elevated and were very impressed with how clear he explained everything and how he covered all aspects of the process. We called and set up a meeting with Craig Bannister. Craig was great to work with and really made the process seamless. A few weeks later we reviewed the overview of our plan and then met with Jenny to review and sign our documents. She made sure we were comfortable with our documents and didn't have any further questions before signing. We are now so relieved to finally get this important matter taken care of. We highly recommend working with Elevated and will share our experience with others we know.
Response from the owner:Wow Amy, thank you dearly for your review. We love to celebrate and share reviews like yours. We so appreciate the time to leave us your feedback and feedback as glowing as yours makes our whole team smile. We loved the chance to work with you and if you ever need our assistance in the future don't hesitate to call or email us.
My wife and I attended a seminar on estate planning. It was presented by Matthew Luedke, owner and Managing Attorney for Elevated Estate Planning. Matt was very helpful and informative. It's obvious that Elevated Estate Planning is meticulously up to date with prevailing and upcoming estate laws. We look forward to formulating and establishing our Estate Plans with Elevated Estate Planning. We highly recommend this establishment.
Response from the owner:Thank you Dan for your review! We're so grateful you were able to join us and got so much value out of the presentation. It's a long one for sure but we believe people deserve a right to know the whole truth to make the best decisions for themselves and their loved ones. So we look forward to seeing you again Dan and thank you for your trust in us.
Matt made an excellent estate planning presentation and was very friendly. I already have a modest amount of knowledge of the various subtopics he covered, but he expanded on them a lot, and he had a ton of funny little jokes along the way that were hilarious to me (although I don't know that everybody in the audience caught all of them, but I'm an engineer so we tend to be a bit leak in our interpretation like things and probably have s sense of humor that's not to far of from those of lawyers). After his presentation he was very eager to answer a lot of detailed questions that people were asking him.
My wife and I have been looking for some sort of estate planning agency for a while since we are in our late-middle age, now have three fairly young kids (a kind of recent development - long separate story), and need to figure out how to ensure they are taken care of should anything ever happen to us. Matt's presentation covered a very wide range of bases that my wife and I have been thinking and talking about. Matt didn't explicitly describe anything as 'asset protection strategies', but much of what he covered will perform that function for us (making sure that if something happens to either my wife or I individually the other of us is a bit insulated and protected; and also our children are insulated and protected if something were to happen to both of us), as well as for minimizing unnecessary taxes and vastly streamlining the process of our heirs being able to get access to everything much more expediently and tax efficiently once we do pass away (whether that happens sooner or 40 years from now)
We will definitely be having a private meeting with someone from his firm to start putting together proper documents, I can only hope that the other attorneys there are as well versed (and as funny) as Matt was during his presentation. After having been reading about living trusts, wills, probate, powers of attorney, various other estate planning tools and considerations for things in state, out of state, dealing with young children, and so on over the last couple of years I had been hesitant about selecting a place to go to to start working on the actual paperwork.
Anything involving an attorney of any kind is always going to be a little spendy, but after his presentation I am now much more comfortable that it will be money well spent. I'm an advocate for being thrifty (or maybe just call me cheap), but I do think a good lawyer and accountant are probably expenses that are worth paying for, and Matt's presentation has made me comfortable enough with his firm to give them a try. If you get one of his mailers, I think it's worth it's to do the RSVP and spend the two hours of your time to at least see his spiel.
My wife and I have been looking for some sort of estate planning agency for a while since we are in our late-middle age, now have three fairly young kids (a kind of recent development - long separate story), and need to figure out how to ensure they are taken care of should anything ever happen to us. Matt's presentation covered a very wide range of bases that my wife and I have been thinking and talking about. Matt didn't explicitly describe anything as 'asset protection strategies', but much of what he covered will perform that function for us (making sure that if something happens to either my wife or I individually the other of us is a bit insulated and protected; and also our children are insulated and protected if something were to happen to both of us), as well as for minimizing unnecessary taxes and vastly streamlining the process of our heirs being able to get access to everything much more expediently and tax efficiently once we do pass away (whether that happens sooner or 40 years from now)
We will definitely be having a private meeting with someone from his firm to start putting together proper documents, I can only hope that the other attorneys there are as well versed (and as funny) as Matt was during his presentation. After having been reading about living trusts, wills, probate, powers of attorney, various other estate planning tools and considerations for things in state, out of state, dealing with young children, and so on over the last couple of years I had been hesitant about selecting a place to go to to start working on the actual paperwork.
Anything involving an attorney of any kind is always going to be a little spendy, but after his presentation I am now much more comfortable that it will be money well spent. I'm an advocate for being thrifty (or maybe just call me cheap), but I do think a good lawyer and accountant are probably expenses that are worth paying for, and Matt's presentation has made me comfortable enough with his firm to give them a try. If you get one of his mailers, I think it's worth it's to do the RSVP and spend the two hours of your time to at least see his spiel.
Response from the owner:Thank you so much for your incredible review! We absolutely appreciate it and know it was a lot of information but we are so thankful you understand just how important each sentence is. There's sadly so much families don't know and we are trying desperately to change that. We want to give everyone the best information possible to make the most informed and empowering decision for their family and circumstances. Thank you again so very much for your amazing review and the whole team got a laugh out of the name!
The free seminar at Zintel way Golf course, was very informative.
Response from the owner:Thank you so much for your review and for joining us! We hope to have the pleasure of seeing you again soon.