Posted by Lorraine
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 done 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.
Posted by Karen
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 knowledgeable 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.
Posted by Michael and Kathryn
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.
Posted by Richard
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.
Posted by Robert
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.
Posted by Madeline
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.