Marc R Carlson

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 Mar...c to be knowledgeable, professional and his detailed step by step approach was very easy to follow. We highly recommend him.

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 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 in...capacitated. 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.

Mr. Carlson is located about 45 minutes from our home, but my husband and I decided to hire him, rather than a local attorney, after reading his reviews on AVVO and meeting him in person. Mr. Carlson clearly explains the differences between wills and trusts, and, after we made our decisions, docu...ments were prepared within one week for our signatures. He establishes follow up meetings, if desired, and he provides timely responses to our questions. We found his fees quite reasonable. We now have legal documents which will protect our interests and wishes in the event of incapacity, last illness, or death. While these are never easy subjects to consider or discuss, Mr. Carlson made the process as comfortable as it could possibly be. Mr. Carlson presents these materials in a large binder which clearly annotates the documents needed for various events. The binder also contains numerous, helpful, articles and summaries for us as well as our successor trustee. I'm sure the ease of finding necessary information during future stressful times will help us (and our successor) immeasurably. We highly recommend Mr. Carlson.

We went to Marc to update our wills and revocable living trust. Marc was very knowledgeable of wills, trusts and general estate planning. He was very professional and provided well organized documentation. He was also very helpful in providing funding instructions and supporting documents for the ...trust. Marc was personable and easy to work with.