Elevated Estate Planning, P.S. Recensioni 75

Muy buena firma

Buena experiencia

The communication within the company is great and they are prompt in getting back to me.

Thank you for addressing our issues.

Gerry and Debbie Schultheis

We found ourselves need to set app a family trust and our friends had told us about molten law offices we did a little bit of research and do diligence and we're so happy we did we could not be happier to relieve and distress that it took off our shoulders for when we get older all of our wishes will be carried out and property will go to the correct people it was amazing service The people that helped us in the office that are appointment are always available reachable by phone or email and work extremely friendly kind and professional we are forever grateful to them. Tristan and Jen were AMAZING!! Hey answered every single queshin without any judgment and they help assume one of the toughest times we've had in our life so we are eternally grateful for that!! lovely folks!!

After several inquiries with different firms, we decided Moulton Law would best fit our needs because they did a great job of covering all the bases for our specific needs. After our Trust was completed, we went to work putting all of our investments and accounts in the Trust which is not the easiest task because of the different terms and forms that needed to be filled out for each account. I'm happy to say we have completed the task, however getting government bonds converted takes a minimum of six months because of their inefficiencies. Moulton Law was helpful and courteous helping us during this critical process.

Very efficient and knowledgeable staff. We feel confident that our affairs are in good order

Like many families, estate planning felt overwhelming, especially with all the conflicting information out there about trusts, wills, powers of attorney, and medical directives. That’s why we attended an educational seminar hosted by Moulton Law Offices it was such a great experience! These seminars break down these complex topics and turn what might seem intimidating into something much more manageable.

With the friendly team at Moulton Law Offices, we felt confident making important decisions about our estate planning. The staff here is truly supportive and thorough, making the whole process positive and informative.

Everyone was very helpful, knowledgeable and made the whole process go very smoothly, and in a timely manner. We would suggest Moulton Law Office to anyone looking for these services.

I had a great experience with all those who helped me complete my living trust. I would highly recommend this firm to anyone desiring to execute a living trust.

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.

Unsure at this time

Informative. Up front with costs. Helped us form a living trust for our boys so we don’t have to worry about the future safety of our assets once we are deceased.

Everyone was very helpful and friendly. And answer my questions in a timely matter and in terms that were understand able. I recuman them to anyone. They won't stop until justus is serviced.

Exceptional Service
Outstanding, high-quality staff.
Efficient and answered all of our questions.

Moulton and I signed the agreement on 8/12/24 for them to write a living trust for me.

Tristan is the lawyer, Diana Davis is the paralegal. I trust both of them as they work on writing the trust. Diana replies to my emails, and has called when some details were not clear.

Due to a trip and subsequent illness, extra info requested was not given to them for a month. Once they had the info it was 9 weeks until I saw the living trust draft. I read it in entirety over 2 weeks and had many questions.

Diana was able to answer some of them, and we are waiting for Tristan to have time to answer the rest.

I have faith that this will work out, and am relieved that Moulton has set no time limit in which the trust needs to be completed since it has been almost 5 months since it was started.

I hope it will be finished by end Jan 2025.

Packaging and followup. We feel quite confident in applying your product, knowledge going forward. Information,product is quite usable and convenient. Grateful.

Tristan met with us individually when my husband could not get upstairs for a group presentation. Our trust is comprehensive and thoroughly explained.

Everything we needed to know was explained in detail regarding a trust. Any questions were answered in a way that we understood. I have confidence in the team at Moulton Law Offices.