Reviews

Marc Carlson did a great job preparing and presenting my Will Portfolio. His fee was very reasonable and he was easy going and friendly.

Mr. Carlson is a very knowledgeable attorney who is able to make convoluted legal issues very understandable. He communicates easily and calmly. A good choice for any legal matter.

Marc is very organized which was an enormous help in setting up our trust. Every verbal instruction Marc has a helpful handout.

Marc is a very competent, friendly and caring attorney. He made us feel comfortable and at ease from the first consultation and made sure we understood the final plan for our estate. Working through the process with him has provided us with peace of mind. He did a wonderful job of explaining how our trust will work. The final trust binder is well organized and will be easy for us to find all the information we might need in the future. We would highly recommend his services to anyone looking for a qualified Estate Planning attorney.

Marc did a great job walking us through all of the options we had available to us as we were starting to think about creating a living trust when we were expecting our first child. He was incredibly helpful and accommodating in all of our meetings and discussions with him, and promptly answered all the (many) questions I had over email and phone. I feel so comfortable knowing that if anything were to happen to us, our son would be protected.

My wife and I are in our 30's, and we have a young daughter who is the center of our universe. Preserving our wealth and protecting our daughter's future when we are gone have always been high priorities, so we had a will. Then, a close friend and business partner had a life event which left him incapacitated. Fortunately, he had a robust estate plan in place, which empowered trusted people to take control of his business and finances while he recovered in the hospital. Everything turned out alright for my friend, but it demonstrated to me the simple will my wife and I had in place would not have provided the same protections for our family had it been one of us laying in that hospital bed. Our wealth has continued growing as well, so we reached out to Marc Carlson. Marc took the time to understand our priorities and financial situation, then designed a trust plan, which was tailored to our unique needs and desires. He was also very generous with his time to ensure we properly funded the trust, which I know other attorneys are not willing to do. Estate planning is extremely complicated, and everyone's situation is unique. This is not something people should risk trying to do themselves and possibly leaving their family exposed. Marc Carlson made it easy, and we now have peace of mind, knowing our wealth and our daughter's future is secure regardless of what life may throw at us. I highly recommend Marc to anyone who wants this same peace of mind for themselves, their children and grandchildren.

Marc did an incredible job educating us and preparing our Revocable Living Trust. We enjoyed working with him and are pleased with the final product.

We used Marc Carlson 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 experiences 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 real beneficiaries. Thank you, Marc!

I’m so happy I used Marc for my Living Trust. I learned a lot from him. He’s very informative & took the time to explain everything to me. I highly recommend him!

March 30, 2018 To Whom It May Concern: During the period from late December 2017 to late March 2018, my wife and I engaged the services of Marc Carlson to educate us and assist in the preparation of our Revocable Living Trust. We originally desired to have our wills reviewed by Marc for proper wording and effectiveness. During our first meeting, Marc educated us on the pros and cons of wills versus trusts. We quickly came to the conclusion that the trust was the proper instrument for us. Having had time to read the entire trust binder, we are ready to share our views on the service provided by Marc. We had upcoming travel plans which put us in a bit of a time crunch to get our trust completed. Marc did all the things that were necessary to get our product finished in a very short time period. He also has been very versatile in scheduling follow-up meetings. We find our trust to be complete and accurate. Marc did a great job in explaining the not only the entire process but all of the complicated documents in the trust. His knowledgeable, easy-going style and method of explanation went a long way with us. We highly recommend Marc to anyone with estate-planning needs. In the end, we feel fortunate that Marc was recommended to us by a local banker, and also feel that the product we received is a great value. Doug and Barbara S.

Marc is extremely knowledgeable and guides you through the entire process in a logical and step by step process to make an informed decision about adopting a living trust. His is very professional, and has a wonderful and efficient process. We would recommend Marc for estate planning to everyone.

My husband and I recently met with Marc to create a Revocable Living Trust for our family. Marc was very helpful and knowledgeable regarding the differences between a Living Will and a Trust. He explained everything involved very concisely so that we understood exactly what the Revocable Living Trust entailed and how to fund the trust ourselves. We are very happy with the end result and if you are looking for this type of trust for your family we highly recommend you work with Marc.