Reviews

We wholeheartedly recommend Marc as an outstanding estate planning attorney. His approach to estate planning is exceptional. Marc is not just an attorney; he's a remarkable teacher. He simplifies complex concepts, using visuals to make everything clear. He takes the time to explore various approaches and helps you weigh the pros and cons, tailoring his advice to your needs. With his extensive professional experience, Marc leaves no aspect of estate planning unexamined. His knowledge ensures a comprehensive strategy. Working with Marc is a pleasure. He's courteous, diligent, thorough, patient, and prompt. But what truly sets him apart is his genuine care for his clients. I trust Marc so much that I want him to be my children's attorney for their estate planning. He's the best, and I'm grateful for his guidance. Thank you, Marc! Paul and Pam

Estate planning is a scary and daunting process. Thankfully, we found Marc Carlson. He and his team made the process pain free! He leaves no stone unturned and will make the process for our family very easy when the time comes. We highly recommend him!

Marc was absolutely fantastic to work with. He took his time to explain very confusing processes to us in a way that we could understand. He broke it down so that it was clear! In our final binder, he provided extra articles to read that would help anyone understand the processes better. People who have seen our binder have been overly impressed with how thorough it is. Aside from all of that, he was also very prompt in his communication and attentive to our questions. We highly recommend Marc to anyone wanting to create a living trust.

Marc takes his time to learn about a clients’ situation and wishes, educate them about their options, and help them get their estate plan in order. He also gives tools and direction so they can keep it that way into the future. I recommend him!

Marc did an amazing job! From start to finish he walked us through all the steps needed to not only plan our trust, but he covered everything we would need to know if we became incapacitated, and he even had end of life planning included in the paperwork. He made everything easy to understand, gave us all the pros and cons, and set us up with a plan that leaves us secure in the knowledge that we have taken care of our retirement years, as well as our family after we are gone. He sends you home with a notebook filled not only with your legal documents, but it is also filled with loads of information and forms you can use in the future. We found Marc to be friendly, knowledgeable, and his prices are very reasonable!

This was a great experience! We received excellent and thorough information about making a trust and how to fund it. We especially appreciated usable templates with complete instructions for transferring and funding assets to the trust. The service and education was personalized to our situation.

Marc and his staff are a real pleasure to work with, both personable and professional. And Marc’s approach to explaining estate planning and the issues to consider in selecting a will or trust is very understandable and helpful. We feel much more confident in our plans having worked with Marc.

It was a pleasure working with Marc to develop our estate plan. My wife and I highly recommend him. He gave us thorough explanations and we are confident that we have an outstanding estate plan.

Marc took time to understand our goals and needs, and throughly walked us through the Estate Planning Process. He made our interaction very informative, clarifying our the needs and benefits of our plan. We are confident that our Trust meets our needs, and is understood and beneficial to our family. It will simplify a lot for our children and grandchildren. We are pleased with our experience and interactions with Marc.

We are very appreciative of the thorough explanations and organized approach to the plan. We feel much better informed and have a plan now that we can understand and appropriately execute. Many thanks!

I was not expecting estate planning to be fun; so "loved it" no, 5 out of 5 stars for a job well done, yes. I cannot imagine what our experience would have been like without having a professional like Marc to walk my wife and me through the necessary steps, explaining each step and requirement in detail. Thanks Marc, if I had to do it again, you would be my choice again.