Marc R Carlson

Marc did an amazing job for us. My husband recently retired, and we wanted to get our affairs in order. We began working on this process in the middle of the coronavirus pandemic, so Marc had to work quickly to adapt to the new environment. Which he did -- most admirably. He educated us about our... options, and we ended up creating a trust. We also now have in place beneficiary forms, powers-of-attorney, medical powers-of-attorney, and a safety net for our adult children. It's such a relief to have our finances and wishes organized and on paper. The notebook Marc created for us is almost a work of art. I highly recommend his services.

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 solut...ion 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.

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We used the Marc Carlson Law Office to update our 16-year-old living trust that had become outdated.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 experienc...es 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 work...s. I highly recommend him. Kathy 11/04/18