Marc R Carlson

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 pr...oper 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 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 la...wyers 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.

We contacted and contracted with Marc to do a revocable living trust. He was very easy to work with, educated us through the entire process, and was very patient in explaining each and every nuance with which we were unfamiliar ( there were many). I would highly recommend Marc as a total profession...al-- one who will do the best work for you and at a reasonable price.

Working with Marc Carlson was such a pleasure. Legal matters are often very complicated, but he made the process much easier to understand. There were several options available to accommodate my estate planning needs, and Marc outlined each one allowing me to choose the strategy best for me. His know...ledge and experience reaffirmed I chose the correct person to oversee and guide me through such an important step in my life. I felt he took a personal interest in making sure my future medical and financial needs were set up according to my wishes. His manner was always courteous and very approachable, and he encouraged questions which were answered in detail. I feel he truly cares about his clients, and I appreciated his kindness and patience.

It has been a distinct pleasure to work with Marc Carlson. At our initial meeting, Marc’s clear explanation of the differences between wills and trusts allowed us to make the decision that a Revocable Living Trust was the appropriate legal vehicle for our estate planning. With his direction, we wer...e able to construct a trust that will provide for our needs as we age or become incapacitated and that will allow us to pass our estate on to our children and grandchild without the encumbrance of the courts or probate. Because of Marc’s professional attitude and extreme organization, we would recommend him without reservation to others seeking legal advice regarding estate planning.