Elevated Estate Planning, P.S.Reviews of moultonlaw.com

Buena experiencia

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.

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.

Thanks for your help

Moulton was a great company to work with on my Living Will. With my situation, I needed to be able to protect my money from getting in the hands of my son's girlfriend, but still provide support for my grandchildren. I now have all my finances in one place and my son's will have the needed information to deal with my death. Both the attorney and other employees were wonderful to work with.

You made a complete trust portfolio for us. Very good but still trying to absorb all aspects of it.