5.0 stars 15 totalReview Marc Carlson
Posted by Paul
Marc Carlson of Carlson Law Office provided a great service for us. Marc prepared a Revocable Living Trust for our family and he did a great job of explaining and outlining the provisions of the trust and how it all worked. He offered many different suggestions as to how to best structure the document and spent a lot of time making sure we understood how it all worked and what our options were. We are very pleased with the final outcome of the trust, how it works and the cost to complete the document was less than we expected. We would recommend Marc to anyone who needs estate planning advice and solutions.
Thanks Marc for a job well done.
Paul and Lynn
July 20, 2015
Posted by Nataly
My husband and I have been contemplating our NEED to set up a Will or Trust for years. After attending a seminar on Living Trusts that was presented by Marc Carlson, we knew we NO longer could procrastinate. Not only did we realize how critical it was to have things in order, we knew we found the right person to help us understand and implement a comprehensive Estate Plan. Marc is exceptionally organized to the last detail. He truly cares in what he does by his eagerness to make sure we understand the whole plan. I would also add that he has a presence about him that makes you feel like you have known him for years. Marc is a superior professional. Nataly 2015
Posted by Jim and Diana
We are very pleased with the revocable living trust services Marc provided to us. Marc is a friendly, caring, and competent attorney. He made us feel comfortable and at ease with a courteous, pleasant and respectful demeanor. He listened to our goals and concerns and explained everything in an understandable way. He took the necessary time to teach us about the various options available to us so we could choose the best estate plan for us. We didn’t feel rushed to make our decisions. He promptly returned our phone calls and answered all of our questions. The required documents were provided to us in a well-organized and indexed binder. He also helped us make appropriate decisions about changing titles and beneficiary designations. We highly recommend Marc Carlson. Jim and Diana, May 2015.
Posted by a client
Marc did an excellent and thorough job of drafting our wills and trust. He listened to our specific estate planning needs, and created all of the relevant documents to meet our needs. He explained the process to us at each step, and was always available by phone for any follow-up questions. His written "to-do" list made it simple for us to do the homework to title our assets appropriately. I would recommend Marc to anyone looking for an estate attorney.
Posted by Deanna
Marc is organized and professional. My trust package is complete and understandable. I highly recommend his services.
Posted by Brett
Estate planning is very complicated, and in my case I knew very little about what was involved. I needed someone to guide me through the process of putting together a plan that suited my needs (to include having a plan that was comprehendible.) Following Mr. Carlson's well-defined process, in just a few effective meetings I had the plan that I was looking for. After it was developed, and as I reviewed it, Mr. Carlson remained very helpful in providing clarification and answers to all my questions.
Posted by Kurt
We found that the law office of Marc Carlson provided very professional service for our specific Estate Planning needs. Marc was a great communicator and very knowledgeable about this complicated legal area (to us). He explained things in a very simple and clear manner. My wife and I highly recommend Marc for any legal issues one might have.
Posted by Joe
Marc is a very knowledgeable and personable lawyer to work with. He took as much time as needed to explain in detail the benefits and requirements of our individual estate plan. I would highly recommend Marc to anyone seeking advice about estate planning.
Posted by a Trusts client
Marc is a wonderful attorney who put together our customized estate planning portfolio. He is professional and personable with a warm sense of humor. My husband and I put off our trust/wills for years because we feared the process would be intimidating; yet working through the process with Marc has provided us with a great sense of relief. We are confident we now have a well thought out, comprehensive estate plan for our children. Marc is an extremely knowledgeable “hard to find” attorney with integrity, who genuinely cares about his clients, and is incredibly patient and responsive. While working with us on complex issues, he answered our questions with clear explanations and has a gift for translating our needs into legal language. If you are considering an attorney for estate planning, look no further...we highly recommend Marc!!! Our personalized plan included Living Trusts, Pour-Over Wills, General Durable Power of Attorney, Health Care Power of Attorney, etc., along with LLC’s and operating agreements Our trust book is a well-organized and indexed presentation with all the important documents that will be periodically updated by us for our children. 1/15/2014
Posted by Susan
We got a referral from our financial advisor to investigate estate planning with Marc Carlson. We had very little knowledge of what a Trust was and what benefits could be derived from one. Marc, very professionally, gave us an introduction to Trusts and what one could do for us. His materials were extremely organized which aided us immensely in understanding what we needed. Marc put together a comprehensive plan to protect us and our loved ones for a very long time. All the documents are clearly indexed and neatly organized into an impressive binder. Marc even organized a “To-Do” List for us. Marc has promptly returned our calls and answered any questions we had in this process. We are very happy with our new documents and highly recommend Marc as your Estate Planning Attorney too. Susan & Ken, March, 2014.