Elevated Estate Planning, P.S.For over 30 years, we’ve helped nearly 30,000 families across the Inland Northwest feel confident in their estate plans. We don’t just fill out documents – we help you tell your story. Whether it’s our educational resources, our first meeting, or our ongoing support years later, we walk with you step by step.You want to protect your family, your future, and your legacy. Let’s be honest, though; for many, thinking about estate planning can be uncomfortable or intimidating. If this sounds like you, you’re not alone.At Elevated Estate Planning, we understand how difficult and emotional these decisions can be. That’s why we’ve created a simplified process to help you make a plan – so you feel supported, not stressed.We’re here for you – because What Matters to You Matters to Us.
Elevated Estate Planning, P.S. (moultonlaw.com) has 75 customer reviews on Five Star Index, with an average rating of 4.7 out of 5.
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Donald and Cynthia B.
This was our first time using this firm. They were very structured and gave us a lot of information. Their follow up with paperwork had many typos and misspellings of our names on multiple pages. After a couple of revisions the misspellings and typos were corrected.
Rhonda A.
Unsure at this time
TN
The original group meeting I attended was informative but focused too much on the potential negatives of not having a trust. Most of the negatives would rarely happen. I personally was not comfortable with that tactic. The product they sell is a good basic trust and serves our purpose well. I think most people have an expectation that Moulton will do more of the legwork of getting accounts into the trust. They provide reminders but you must do the work.