5.0 stars 27 totalReview Marc Carlson
Posted by Maureen
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, documents 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.
Posted by jim
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 professional-- one who will do the best work for you and at a reasonable price.
Posted by Virginia
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 knowledge 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.
Posted by Thomas and Christine
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 were 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.
Posted by Neal
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.
Posted by Katherine
Marc Carlson was very clear and concise in his presentation. He spent a lot of time with us to make sure we understood all the terms and ins and outs of wills and estates to help us choose the best option for our situation. He was also very gracious in making the time to work us into his schedule when we were up against a deadline. And all within a reasonable price.
Posted by Captain Bill
My wife and I were fortunate to be clients of Marc Carlson, a will and trust attorney. We were years out of date on our wills . Marc set us up with a dynasty trust that truly gives us peace of mind and a solid plan for the future. Marc and his staff are very well versed in all aspects of wills and trusts and were ready to answer all our questions. We highly recommend Marc and look foreword to working with him in the future.
Posted by Brian L.
We initially went to Marc to bring our Trust (originally written in Virginia) into alignment with Colorado law. This was done without difficulty, but in the process he had several recommendation to essentially tighten up the trust. Based on the product we now have, he clearly put considerable effort into developing it and then spent another 3-4 hours explaining what he had done , why he had done it, and what WE now need to do. Both my wife and I found this "skull session" extremely useful. For his hard work, he has our highest recommendation.
Posted by Penny
My husband and I procrastinated when it came to “getting our affairs in order”. We were both in perfect health, according to recent medical exams, and we didn’t feel any sense of urgency for estate planning. But, as is often the case, unfortunately, the unexpected happened and we were caught unprepared. My husband had a massive stroke, which almost took his life and resulted in many months of hospitalization and long-term care. He was left permanently disabled, requiring 24/7 care. Our lives were turned upside down, and everything was further complicated by the fact that we did not have a revocable living trust, including power of attorney documents, in place that would allow me to make medical and financial decisions for my husband.
That is why we recently turned to Marc Carlson for legal advice. Marc has provided invaluable counsel and expertise in helping us with our estate planning. He has proven to be not only knowledgeable, professional, well organized and efficient, but also honest, caring and compassionate.
It has given us peace of mind to know that we now have everything in order. I would encourage everyone, regardless of age or circumstances, to plan for the future now. I highly recommend Marc Carlson as a competent and experienced attorney who can provide the legal advice necessary to help you make informed decisions in planning for your future.
Posted by Julie
My husband and I knew we needed to put a living trust in place but had no idea what that entailed. We searched for someone local in Longmont and quickly learned that Marc Carlson was well respected and highly rated. After our initial consultation we were confident we found the right guy. We were not disappointed!
Marc systematically walked us through every step of the process. He explained the pros and cons for every decision we made. He clearly laid out our options and made recommendations when we requested. He patiently worked through some unique and somewhat complicated situations we wanted to address in our living trust. He dedicated a significant amount of time and delivered an impressive and complete product. Even after our trust was created, Marc went above and beyond to help with some funding questions and also assisted in getting our out of state property included in our trust.
Marc is truly customer focused, provides complete and high quality work, and in our opinion is one of the best, if not the best, estate attorney around. We are completely satisfied and would recommend Marc to our friends and family.