Marc R Carlson

Marc systematically walked me through every step of the process. He took the time to make sure I understood the pros and cons for every decision I made. He clearly laid out my options and made recommendations. He delivered an outstanding and complete binder that include all the addition material/documents that you need to move your assets into the trust. Marc is truly customer service focused, provides complete and high-quality work and in my opinion, is one of the best, if not the best in Estate attorney.Marc is exceptionally organized to the last detail. He is easy to talk to, personable, people-oriented, and easily accessible. He is an extremely knowledgeable attorney with integrity, who genuinely cares about you.I have a friend who worked with a different attorney, and after hearing from me all the things that Marc does for you is having him review what their attorney did for them.

Marc spent considerable time with us to develop a plan for our revocable living trust. He took the time to expertly explain all of the important details needed to fund our trust and protect our assets. Marc also quickly responded when an additional need had to be addressed. The binder that he provides his clients is very appreciated to help organize all the steps required to transfer all appropriate assets into the trust. Included in the binder are specific directions that pertain to Colorado to assist in this process. Marc has been available by phone and email to assist with any questions or clarifications after our trust was created.

It was a pleasant and rewarding experience to find an attorney whose knowledge was dedicated to estate planning and not a myriad of other legal specializations. Marc did an outstanding job in explaining the many options for an estate plan and was most instrumental in helping us select the best solution for our particular situation. Throughout the entire process, Marc took all the time necessary to answer our questions and made us feel comfortable with the end product that was a well-organized and well-documented portfolio. We definitely received the best possible advice.

My husband and I recently retired from our careers in Wisconsin and moved back home to Colorado. Updating our will (Revocable Living Trust) was important to us. I found Marc through a Google search for "wills and trusts attorneys", and after reviewing his website I set up an appointment. We found Marc to be knowledgeable, professional and his detailed step by step approach was very easy to follow. We highly recommend him.

Marc was highly recommended as an estate planning and trust attorney – just what we were looking for! His knowledge and experience were evident from our initial consultation. Marc listened to us, our wishes, and our goals, and designed a living trust to fit our family situation. We’re very pleased with the final plan and Marc’s thorough and complete explanations during every aspect of the planning. Marc’s caring and compassionate demeanor eased us through the entire process. With Marc’s help, we feel confident that we’ve taken care of our family.

We are so happy we chose Carlson Law Office to set up our Trust for us. The process pulled everything in our lives together and got us organized. Including those things we weren’t aware we had been neglecting. Marc Carlson was friendly, efficient, and extremely knowledgeable. He obviously cared that we understood everything about the Trust and was willing to give whatever it took to get us there. We felt as if we were working with an exceptionally intelligent and very good friend. Between the one-on-one time, and the extensive information included in our Trust binder, there will be no problems for whoever is responsible for eventually executing our Trust. Everything is spelled out very concisely.

We used the Marc Carlson Law Office to update our 16-year-old living trust that had become outdated. What we received was not just a new trust but a complete estate plan that meets the needs of our family both now and into the future. Marc is the consummate professional with a lifetime of experiences that have shaped his approach and attentive client relationships. We waited to write this review until we had some time to read and work with the binder and the funding/process management approaches he suggests. It is pretty much perfect. We have both learned a lot through this process since he didn’t just hand us the documents but rather taught us about what they accomplish and why. It has been a great experience for us, but ultimately for our kids and grandkids who are the ultimate beneficiaries. Thank you, Marc!

Since my husband passed away 5 years ago, I’ve had to handle many things on my own. Marc was so helpful in helping me get my Living Trust all set up. He was very patient & Kind. He’s very knowledgeable & was very good at explaining everything to me so I could Understand exactly how my Trust works. I highly recommend him. Kathy 11/04/18

My wife and I were very pleased with the entire process of setting up our revocable trust. Our meetings with him were most informative and detailed. I would not hesitate to refer anyone that required estate planning.

I hired Marc after the passing of my wife. I was at a loss as to what to do next in a lot of areas, and especially estate planning now that I did not have a spousal beneficiary anymore. The last thing I wanted was someone else deciding what should happen to my estate. Marc was a pro at guiding me through my options and thoroughly explained the pros/cons of each one. I made my decision to have a revocable living trust set up, and Marc guided me through the process seamlessly. I now feel that I have a solid plan that will be administered how I want it to be and my wishes will be honored. It was nice to get this part of my "new normal" set up so that I could move on to other items. I sincerely appreciated Marc's help and fully recommend him. I plan to continue to seek his counsel as I need.

Marc Carlson executed a living trust for my wife and me. His information was thorough; his presentation was understandable; our options were clearly presented; he checked often to assure our understanding; and he was and has available and responsive in his replies to queries about our plan. As a practitioner, he is approachable; he communicates well in writing and in oral presentation; and he provides a wealth of additional information through pre-prepared explanations on a variety of topics that relate to your plan. Overall, I feel I have been and continue to be very well served.

March 30, 2018 To Whom It May Concern: During the period from late December 2017 to late March 2018, my wife and I engaged the services of Marc Carlson to educate us and assist in the preparation of our Revocable Living Trust. We originally desired to have our wills reviewed by Marc for proper wording and effectiveness. During our first meeting, Marc educated us on the pros and cons of wills versus trusts. We quickly came to the conclusion that the trust was the proper instrument for us. Having had time to read the entire trust binder, we are ready to share our views on the service provided by Marc. We had upcoming travel plans which put us in a bit of a time crunch to get our trust completed. Marc did all the things that were necessary to get our product finished in a very short time period. He also has been very versatile in scheduling follow-up meetings. We find our trust to be complete and accurate. Marc did a great job in explaining the not only the entire process but all of the complicated documents in the trust. His knowledgeable, easy-going style and method of explanation went a long way with us. We highly recommend Marc to anyone with estate-planning needs. In the end, we feel fortunate that Marc was recommended to us by a local banker, and also feel that the product we received is a great value. Doug and Barbara S.

My wife and I are in our 30's, and we have a young daughter who is the center of our universe. Preserving our wealth and protecting our daughter's future when we are gone have always been high priorities, so we had a will. Then, a close friend and business partner had a life event which left him incapacitated. Fortunately, he had a robust estate plan in place, which empowered trusted people to take control of his business and finances while he recovered in the hospital. Everything turned out alright for my friend, but it demonstrated to me the simple will my wife and I had in place would not have provided the same protections for our family had it been one of us laying in that hospital bed. Our wealth has continued growing as well, so we reached out to Marc Carlson. Marc took the time to understand our priorities and financial situation, then designed a trust plan, which was tailored to our unique needs and desires. He was also very generous with his time to ensure we properly funded the trust, which I know other attorneys are not willing to do. Estate planning is extremely complicated, and everyone's situation is unique. This is not something people should risk trying to do themselves and possibly leaving their family exposed. Marc Carlson made it easy, and we now have peace of mind, knowing our wealth and our daughter's future is secure regardless of what life may throw at us. I highly recommend Marc to anyone who wants this same peace of mind for themselves, their children and grandchildren.

We found tremendous value in working with Marc. I am extremely pleased with the way our estate planning book is organized. Marc explained the estate planning process in a way that we could understand. We are so happy that we have done this for ourselves and our family. We have a great sense of peace knowing that everything is in place. We highly recommend him for this service.

My wife and I had Marc prepare a trust for us. I am a lawyer myself and spent fifteen years as a judicial officer. However I do not have estate planning experience. I did not know Marc before meeting him as I am relatively new to Colorado. I can say without any reservation Marc is one of the best lawyers I have encountered in my many years of working with attorneys. He is obviously an expert in his field. He is highly organized and produces a product that not only is understandable, but he reviews step by step everything in the binder that you receive. He is very patient and answers all questions in an understandable way. You walk out of the office with your documents in the binder, and also with a written checklist of things to do. His fees are extremely reasonable considering all the hours he spends with you plus the documents you receive. Without any hesitation whatsoever, I would recommend Marc for any estate planning.