My wife and I were referred to Tom Marks by a respected financial advisor. From the first contact, I was impressed by his organized way of dealing with us about our wills and other estate-associated documents. He was always helpful, educational, thoughtful, patient, friendly, and responsive. And, I am very happy to say, he has an excellent sense of humor. It's hard to say that any legal process is fun, but we enjoyed each of our sessions because he did the tedious parts, and we got a focused, understandable education on how the proper documents could make make life easier for our descendants. The most painful (and necessary) work we had to do was collect our financial account numbers and passwords. As he recommended, we made several beneficiary changes to our financial accounts that will make their transition much easier. (Having been an executor for my parents estate, which had been done without as much planning, I knew how lengthy and difficult the end-of-life account transfer process could be.) We will be contacting Tom Marks whenever we need any of the services he offers.
My wife and I hired Atty. Marks after a reference from an associate of ours. We wanted Wills, Healthcare proxies, Power of Atty., trust for each of us, and an irrevocable trust for our home. We met with Tom for an hour to explain what we want to accomplish. We had laid out how trust payments would be handled and by whom. It was very simple ( I thought).
He took all the time we needed to explain the laws and why we could not do what we wanted, but showed us how to accomplish our goals with the best financial results possible. We will pass wealth to our families with the bare minimum of taxes.
Attorney Marks made our four meetings very pleasant. Although he knew more about this than we did he made us fell very knowledgeable about the process.
Our trust , the way we wanted it, was more involved than what I've heard about beforehand. This was not a problem for Atty. Marks. He explains, he answers phone calls, he responds to e-mail, and he answers every question. The entire process of planning after my passing was comfortable.
Our estate planning has been complete for 4 months now and Tom is still available to answer any questions we come up with. The cost of his service was low compared to the effort and service we received. I would hire him again.
Tom helped my husband and me with our estate planning needs which included wills, health care proxy, HIPPA, power of attorney, and trust. He was very helpful and knowledgeable. Everything was done in 4 meetings over 2 months. He was also available by e-mail and phone whenever we had questions while preparing the information for the documents. I highly recommend Tom for your estate planning needs.
Posted by Beth
A friend referred me to Tom when I was looking for an Estate Plan lawyer. When I first met Tom he gave me great advice when I was looking to create an estate plan. He suggested things that I never even thought of doing. Tom is very knowledgeable and explains everything so well in detail so that I could understand the whole process completely. If I had a question, he was able to explain it clearly. Tom is very personable, friendly and accommodating. I would highly recommend Tom to anyone looking for an estate plan lawyer.
Posted by Mary Jo
Tom prepared a will, two trusts, power or attorney, hippa, homestead and more. He was fantastic to work with. Very skilled and knowledgeable. I highly recommend him.
Posted by Peter
Seeking estate planning, I found Tom on the Internet and chose him without viewing any references. I made a great choice. After spending 10 minutes with Tom it was obvious that he is an expert on Massachusetts estate planning. I needed everything - a will, all the health care documents, a power of attorney - the whole package. He absolutely and obviously understood all of these items and .clearly advised me as to what options were available to me, while carefully explaining the ramifications of each option. He did not rush through the process and he does not charge by the hour. I believe he takes personal and professional pride in creating air tight, rock solid estate plans.
Additionally, Tom went out of his way to make the process as convenient and efficient as possible. He offered to meet with me at my home, which I accepted, and at that time we agreed upon what level of estate planning I needed and began the process of making estate decisions. A week later he returned to my home where we made some final adjustments and set up an appointment to sign and notarize the documents. We met at an office close to my home, and Tom provided the legally required witnesses - a huge time saver for me. When I left with the the papers in my hand, I felt I had done all the right things to protect myself and my family. It is a good feeling.
In conclusion, Tom is very good at what he does and makes the process painless. I highly recommend him.
Posted by Linda
Tom was recommended to us by another lawyer who could not take our case. He said he had seen Tom in court and was very impressed, eventhough he had never met him. We met with Tom and liked him instantly. He discussed our case and options and kept the dates he gave us as far as letters he wrote and email updates. He resolved our case within a month and gave us back some our retainer money. Also, he met with us at our home on more than one occassion and worked around our schedule. We are going back to him for help with updating our trusts and wills.
Posted by Erin
After being given the run around by an attorney for over a year, I turned to Tom based on a friend's recommendation. He's extremely responsive, trustworthy and on top of things. He had the issue resolved in less than a week. He even returned a portion of my retainer since he didn't do as much work as we had anticipated.
Posted by Kathy
Tom was recommended to us for estate planning. Tom made a difficult and confusing time very easy and clear for us.. He translated all the legalese into something we could understand. He is very thorough. He is a kind and patient man who cares about the clients. You are in good hands with Tom.
Posted by Kim
Very professional, knowledgeable and patient. We worked with him on wills, a trust, power of attorney and health care proxy. He walked us through all the decisions that needed to be made and made himself available to fit our schedule.