Marc R Carlson

My wife and I worked with Marc to create a revocable living trust for our estate planning needs. From the initial consultation through the actual creation of the trust we knew that we had made the best possible decision in selecting Marc to guide us through the process. We were impressed with his depth of knowledge, his ability to explain things in a manner that we could understand, and his attention to detail in the finished product. We strongly recommend Marc for your estate planning needs.

With my parents’ passing two years ago and having dealt with their Trust, my husband and I came to believe we needed a Living Trust also. We did a lot of research on the internet and found Carlson Law Office. When we met with Marc, we were very impressed with his in-depth knowledge of estate planning and his clear and thorough way of explaining everything. He listened intently to our personal situation and recommended a plan that fit us perfectly. The Estate Planning Portfolio binder that he and his team assembled was amazing! Not only did it include the usual estate planning documents, but also background education and detailed instructions that have been so helpful in implementing our Trust. Marc’s personable and caring manner made a difficult topic easy to discuss. Thanks, Marc!

Marc is a total pro at estate planning and trusts. He knows the ins and outs of all the laws, including the ones that just got passed. His knowledge is huge and very current. And he's able to translate it so that you understand.

Two years ago my wife and I created a trust with Mr. Carlson. I had a couple of issues with him, which I addressed in my first review. Since then he called me, well past the 30-day period, to offer to make whatever changes we needed free of charge. So I wanted to post this as a follow up and to recognize his commitment to excellence in his profession.

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.

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.