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When Managing Partner Matthew Luedke took over Elevated Estate Planning, he inherited a business with a resistant culture, no scalable systems, and an uncertain future. By partnering with Crisp, he gained the strategic clarity, leadership tools, and marketing firepower to transform the firm from the inside out.
Revenue Growth
Firm NameElevated Estate Planning, P.S.
Practice Area Estate Planning Trust Administration Elder Law
LocationSpokane, WA
How Crisp Helped Crisp Coach Crisp Legal Brand Video Crisp Social Stack
Get StartedFrom the beginning of his legal career, Matthew Luedke knew he wanted to practice estate planning and elder law. He was driven by a mission to serve families with integrity. But the reality he found himself in did not match the dream.
“I would be lying if I didn’t admit that every day I came to work the first three months of my career, I thought about quitting,” Matthew recalls. When he became Managing Partner of Moulton Law Offices (since rebranded as Elevated Estate Planning), Matthew inherited a firm with a poor reputation, disorganized files, and a staff hesitant to embrace change.
Despite these challenges, Matthew’s commitment to his clients kept him going. “Client after client, I found satisfaction in making small differences,” he remembers. “These differences started to lead to financial successes, and I realized it was possible to do well by doing good.” Yet, he quickly understood that his personal drive alone would not be enough. The firm lacked the foundational processes and strategic direction needed for sustainable growth.
By leveraging Crisp’s Coaching, Brand Video, Specialty Video, and Social Stack, Matthew gained the strategic clarity, leadership tools, and marketing firepower to transform the firm from the inside out. Since partnering with Crisp, Elevated Estate Planning’s revenue has soared, the team has grown, and the firm earned national recognition as an Inc. 5000 honoree.
Revenue Rocketed from $1.5M to $5M+: With a clear strategy and effective systems in place, Elevated Estate Planning achieved exponential financial growth, solidifying its position as a market leader.
Joined the Inc. 5000 List of Fastest-Growing Companies: The firm’s 114% three-year growth earned it national recognition, ranking on the 2025 Inc. 5000 list and cementing its status as an industry powerhouse.
Team Size More Than Tripled: To support its rapid expansion, the firm grew from a small staff of 8 to a dedicated team of 23 in just 18 months, all united by a true mission and culture.
Shattered Previous Marketing Performance: The firm’s digital marketing campaigns delivered record-breaking results, including a Facebook ad CTR above 1%, a benchmark considered exceptionally high in the legal industry.
Transformed Firm Culture and Community Impact: Office event participation jumped from one-third attendance to over 80% engagement, driven by a new staff-led culture committee and a shared sense of purpose.
If you’re done playing small, we’re ready to help. Get in touch with us and take the first step towards unlocking your firm’s full potential.
When Matthew Luedke stepped into full ownership of Elevated Estate Planning, he inherited more than just a title. He inherited a set of problems that threatened the firm’s future. Matt had to immediately address a culture of mediocrity that didn’t value the client experience and resisted innovation. “As a result, the firm’s staff, small as it was, was hesitant at best and defiant at worst toward a growth mindset.” Ideas for improvement were met with closed doors and blank stares.
Internally, Elevated Estate Planning was lost. It lacked the basic operational systems, accountability structures, and long-term strategic clarity necessary to function effectively, let alone scale. Matthew recognized that his own development as a leader was the critical bottleneck. “I was clearly going to be the limiting factor,” he admits. “My growth as an entrepreneur continues to be the ceiling for the firm.”
Without an established path to becoming the CEO his business needed, Elevated Estate Planning’s potential for growth would remain impossible to unlock. And Matthew’s vision of serving the community with integrity would be limited by the disorganization he inherited. This self-awareness led him to seek business coaching and systems that could accelerate his leadership development.
To transform his firm, Matthew first had to transform himself. Crisp Coach provided the structure, support, and accountability he needed to be a true CEO. “Crisp gave me the courage to become the CEO that the business needed,” Matthew says. “I think I would have gotten there eventually, but 20 years slower. Crisp was the launch pad.”
Guided by his dedicated coach, and immersed in the Crisp ecosystem of other ambitious law firm owners, Matthew learned to lead with confidence. He moved away from making decisions by consensus and moved with certainty, making the hard choices that growth demanded. This shift was about taking calculated risks backed by the experience of a community of experts.
With a defined leadership strategy, Matthew turned his focus to marketing. Crisp produced a cinematic Brand Video and a series of Specialty Videos that effectively communicated Elevated Estate Planning’s mission and positioned its attorneys as trusted advocates. These high-quality video assets became the cornerstone of the firm’s digital advertising, managed through Crisp’s Social Stack program.
The campaigns delivered immediate and impressive results, driving a record-high click-through rate of over 1% on Facebook and a 36% lift in video engagement. The firm also secured 35,000 premium placements on YouTube TV, elevating brand awareness across key Washington markets and fueling a boom in organic traffic — including an 83% year-over-year increase in Google impressions.
Through the coaching process, Matthew learned to anchor every business decision in the firm’s core values and mission. This intentional approach built trust and alignment within the team. No longer were decisions made on short-term whims. Instead, every initiative was measured against the firm’s purpose of serving families with integrity.
This clarity became the core of a revitalized culture, where team members felt connected to a larger mission. The firm now hosts over 50 free seminars each year to educate the public and provides legal resources to high school seniors, demonstrating a commitment to community impact.
Growth requires a vision and the systems to execute it. Matthew implemented practical frameworks to run the firm more intelligently. He developed a unique KPI tracking system, inspired by card-counting, to link performance dashboards across platforms. This “+1/–1” model allows the firm to determine when to “bet big” on marketing and when to pull back based on operational capacity. This helps prevent demand from outpacing the firm’s ability to deliver exceptional service.
After attending a Crisp AI workshop, Matthew spearheaded AI adoption across the firm. The team now uses AI to automate routine tasks like harvesting legal descriptions from deeds, assisting with research, and improving phone systems. This frees up valuable time for the team to focus on high-impact work.
Today, Elevated Estate Planning is a thriving, scalable organization with a mission-driven culture and national recognition for its rapid growth. With 233% revenue growth, a team that has tripled in size, and a strong community presence, the firm is a testament to what is possible with clear vision and strategic execution. Matthew is no longer constrained by his own bandwidth. And he is building a business designed to outlast him.
Matthew’s focus has shifted from the day-to-day operations to the long-term vision. His goals include finalizing the firm’s operational playbook, stress-testing the model with aggressive marketing, and eventually franchising the business. “What excites me most is moving toward a firm that doesn’t depend on me for day-to-day operation,but instead allows me to focus on foreseeing trends, setting strategy, and providing direction.”
What began as a shaky foundation has been rebuilt into an enterprise recognized as one of the fastest-growing in America. With over $5M in annual revenue and 25 staff members across 3.5 offices, Elevated Estate Planning has achieved what once seemed impossible. The firm now employs 6 attorneys and has built the infrastructure needed to serve a significantly expanded client base.
Matthew’s journey shows that with determination and the right guidance, any law firm owner can overcome inherited challenges to build a legacy of impact and success.
If your law firm faces similar challenges, let’s talk. We’ll help you take the first step towards transformational growth.
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