Thomas Joseph Marks

To Whom It May Concern, We were referred to Thomas Marks by a good friend who found out we were looking to put our long delayed legal affairs in order. He provided us with an Irrevocable Trust, along with Wills, Power-of-Attorney, and Health Care documents, all for a reasonable fee. Tom is ea...sy to talk to, like chatting with a friend actually, but he takes his job seriously, asking all the right questions to get the raw data needed to complete his finished products. He listened attentively to our simplest questions, answering them directly and thoroughly (which hopefully wasn’t too painful for him as I’m sure he’s heard them numerous times). More importantly, his balanced sense of humor makes a dry experience more enjoyable. He was willing to meet with us in person or virtually. We highly recommend him to anyone looking for professional estate planning documentation and advice. Sincerely, Mike Dakota Cindy Cornwall

Tom has been extremely responsive and helpful to us through the estate planning process. He spelled things out clearly in our initial meeting and has communicated very effectively all the way through. We like the fact that he is highly specialized and an expert in the relevant laws of our state. Hi...s transparent fee structure is also a plus. Our investment manager recommended Tom and we are so grateful to him for the advice.

I want to start by saying I do not often submit reviews, but I thought in this case my review of Attorney Marks might help somebody looking for an attorney to begin the estate planning process. I first met Attorney Marks when he consulted with my elderly parents a few years ago. Attorney Marks ...was also referred to me by my financial planner and a sibling who retained him for her estate planning needs. When my wife and I were ready, we retained Attorney Marks for our estate planning. Our first meeting included a discussion of our needs - wills, powers of attorney, health care proxy and an explanation of each document. Attorney Marks also provided “headache avoidance” advice. That included confirming and updating beneficiaries and ownership of financial and retirement accounts, safekeeping of passwords and steps to avoid probate. Attorney Marks also extended his services to our young adult children to draft incapacity documents. As for process, start to finish consisted of three meetings, with Attorney Marks available by phone and email to answer questions. Our retainer included one fee for all services, including the documents for our adult children. Estate Planning is a necessary, if not welcome, exercise. Attorney Marks made this easier for us through his knowledge of the law, advice, patience and professionalism. For these reasons, I wholeheartedly refer him to others for estate planning services.

My financial planner when asked, recommended Tom Marks to me for setting up my revocable trust, will, health proxy, power of attorney, etc. He said, "I know you will like him." On the first visit, I knew my financial planner was correct. I instantly like working with Tom. He has a warm and inviti...ng personality. Better still, he demonstrate a complete understanding of estate planning law to me immediately making me certain I was in good hands. This proved true over the course of our meetings, phone calls and document reviews. I feared at the outset this would be a "boiler plate exercise" since i considered his fixed quote for the services less than I expected. What I got were a set of documents that completely reflected my desires while complying with both MA & FL laws. I cannot say enough good about Tom and his work product. Please look no further, Tom will provide you with quality and timely legal services, will like make you feel like his friends and do all this at a very reasonable cost. I cannot imagine going anywhere else for my future legal services. Joe Clerico

My husband and I hired Tom for estate planning. He was very thorough and professional. After our first consult we knew how much the process cost and what would be covered. Every step of the process was explained and any questions were answered. The process was personalized to our specific needs ev...ery step of the way. Everything was explained so we would understand our options. We are very confident we made the right decision in hiring Tom and highly recommend him.