5.0 stars 21 totalReview Marc Carlson
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 We were years out of date on our wills .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.
Posted by Carolyn
Marc was so helpful in personalizing my Revocable Living Trust. He is very knowledgeable, personable, organized and precise in making sure you and your Trustees understand every document needed to help "fund" you plan. I am very impressed and would highly recommend Marc to anyone that wants expert and friendly advice in setting up your personalized "Will" or "Living Trust". I give him a 5 Star!! 1/08/16
Posted by Dave
Marc put together a living trust for me and was very careful to explain everything about the trust to me as we made the required decisions. The final document is very well crafted and presented in an understandable manner (yes, I read every word of it). Our follow up meeting to correct a couple of birthdates was very easy as well. Marc also crafted a 'life partner' agreement for my partner and me. It was something unique, but he did a good job covering both my interests and hers very carefully. Overall, a very good job done by Marc.
Posted by Paul
Marc Carlson of Carlson Law Office provided a great service for us. Marc prepared a Revocable Living Trust for our family and he did a great job of explaining and outlining the provisions of the trust and how it all worked. He offered many different suggestions as to how to best structure the document and spent a lot of time making sure we understood how it all worked and what our options were. We are very pleased with the final outcome of the trust, how it works and the cost to complete the document was less than we expected. We would recommend Marc to anyone who needs estate planning advice and solutions.
Thanks Marc for a job well done.
Paul and Lynn
July 20, 2015
Posted by Nataly
My husband and I have been contemplating our NEED to set up a Will or Trust for years. After attending a seminar on Living Trusts that was presented by Marc Carlson, we knew we NO longer could procrastinate. Not only did we realize how critical it was to have things in order, we knew we found the right person to help us understand and implement a comprehensive Estate Plan. Marc is exceptionally organized to the last detail. He truly cares in what he does by his eagerness to make sure we understand the whole plan. I would also add that he has a presence about him that makes you feel like you have known him for years. Marc is a superior professional. Nataly 2015
Posted by Jim and Diana
We are very pleased with the revocable living trust services Marc provided to us. Marc is a friendly, caring, and competent attorney. He made us feel comfortable and at ease with a courteous, pleasant and respectful demeanor. He listened to our goals and concerns and explained everything in an understandable way. He took the necessary time to teach us about the various options available to us so we could choose the best estate plan for us. We didn’t feel rushed to make our decisions. He promptly returned our phone calls and answered all of our questions. The required documents were provided to us in a well-organized and indexed binder. He also helped us make appropriate decisions about changing titles and beneficiary designations. We highly recommend Marc Carlson. Jim and Diana, May 2015.
Posted by a client
Marc did an excellent and thorough job of drafting our wills and trust. He listened to our specific estate planning needs, and created all of the relevant documents to meet our needs. He explained the process to us at each step, and was always available by phone for any follow-up questions. His written "to-do" list made it simple for us to do the homework to title our assets appropriately. I would recommend Marc to anyone looking for an estate attorney.