Thomas Joseph Marks

My husband and I finally decided to get our estate and will in order after my retirement this year. Tom Marks was incredibly helpful- professional, thorough, and very personable. He listened carefully to what we wanted and needed, and then he laid out all of our options clearly. It is a great sense o...f relief to have all of our legal documents in place. I highly recommend Tom.

Tom is a very knowledgeable and helpful attorney to work with. We had all the estate planning documents to prepare but additional a special needs trust to set up for my son. Tom made sure all details were taken care of and completed all the beneficiary designations for us to be sure they were do...ne properly for the trust. I would recommend him to anyone in need of legal assistance and will be using him again, myself, in the future.

For years, my husband and I have been talking about establishing an estate plan and finalizing our wills. However, we didn’t know where to begin or who to see, so we kept on procrastinating, worrying all the while. All that changed when we were referred to Tom Marks. Not only is he very knowledgeabl...e and professional, but friendly, caring and kind. He has a great sense of humor, too. If you didn’t understand something, he would explain it differently. We had many complex issues and questions, which Tom addressed in detail. He worked with us over several sessions to create our wills, health care proxies, and an individualized estate plan designed to meet our specific needs. We are very pleased and relieved that the procrastination is over. Unlike other lawyers who charge by the hour, Tom charges a flat fee no matter how long the sessions run, or how often you need to email or call him. Even though our plan has been finalized, it is comforting to know that we can continue to call Tom with questions. As for the sessions, some were held at our house and some at his office, where he allowed our little dog, too. No, we didn’t leave the estate to the dog, but Tom did make sure we indicated who would care for him if something happened to us. We highly recommend Tom for his outstanding skills on all levels, personal and professional.

When Kathy and retired this year, it was time to establish our estate plan for our future and for our children. Over several meetings at our home, Tom Marks did an outstanding job in giving us a "list" of items to produce, an evaluation of who we are as age, health, investments, family dynamics, and ...future goals. We feel Tom has created a personal estate plan for Kathryn and me, that will allow our children to handle our passing with limited issues and few delays in money matters whenever that time occurs. He was very professional, very personable and friendly, and had excellent knowledge for legal and taxable issues we potentially will face down the road. We highly recommend this professional lawyer for your estate planning.

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.