Reviews
Avvo
Anonymous
26 Apr, 2024
Marc was a consummate professional and we thoroughly enjoyed working with him. He was extremely knowledgable, answered our many questions, exercised patience, listened and understood our concerns, and provided outstanding advice, guiding us through the entire process. I wouldn't hesitate to use him again.
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David
19 Dec, 2023
We had put off putting together our estate documents, health directives etc... forever. Finally reached out to Marc and he made the process super simple (and affordable). Greatly appreciated the comprehensive discussion that helped identify the need for other documents for our grown kids that were things we had not ever thought about. Highly recommend.
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Cheryl and wiley
04 Mar, 2023
We used Marc Levine to redo our estate planning. His legal expertise, the time he spent with us, and his explanation of a complicated legal area were all superb. His fee was very reasonable. We would highly recommend Marc Levine.
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Bill
27 Feb, 2023
My experience with Marc and his staff has been fantastic. They are dedicated professionals who are not only great at what they do, but they are also very accommodating when it comes to setting up times to review and sign documents. Marc actively listened to my needs and recommended the best path for me and my family. Even though he is a busy man he makes you feel like you are his only client. I would recommend his firm to anyone looking to set up their future estate plans. They are a first class!
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Bebi
10 Feb, 2023
I hired Marc Levine to do some estate planning for me and my family. And I was very pleased with his work. He made a complex issue very simplified for me and I was able to complete my estate plan with his expertise in this area.
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Stacey and jack
03 Nov, 2022
Marc Levine is fabulously organized and detailed as he assists you. He provided us with a will that anticipated issues that we hadn't thought of. His office is responsive and his work is flawless.
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Susan
16 Sep, 2022
Marc is the consummate professional. He is patient, thorough, kind, and diligent. We utilized his services to update our estate planning documents - from last will and testament to advance directive and more. He also helped us update our beneficiary forms prior to submission after the documents were complete. We will definitely use his services again in the future and highly recommend him.
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Ruiqian (rich)
05 May, 2022
I am a federal retiree. I knew Marc through my institute organized federal retirement benefit seminar prior to my retirement in 2019. Marc was one of the speakers who presented estate planning to attendants. An estate plan is a complicated issue, particularly for an immigrated foreigner from a different culture where the similar issues are handled in different ways. For preparing my retirement and future for my family, I had attended several local attorneys’ seminars several years before my retirement. What I had learned from those seminars were the simple concepts of estate plan, the importance of it, and the risks of the consequences without it, which only resulted in acquirement of very few knowledge, anxiety, more panic and confusion.
Marc in the seminar did a very good job in his presentation to explain about the estate plan. He made the complicated issue into several easier understandable subjects. Without some fancy legal terminologies and emotional pressure, he provided me with a much clear view to a previously very confused, puzzled even skeptical world. After listened to his presentation, I had placed Marc on my top candidate for my estate planning attorney.
My first consultation with Marc further strengthened my decision to have my estate planning done with him. His knowledge to federal employees’ benefits very impressed me. After listened to my explanation about my own family and financial condition, he first suggested me to use a Will instead of other more complicated and expensive formats such as Revocable Living Trust, because he thought that my whole conditions are simple and straight forward. And, it is cheaper to use a Will to achieve my goal compared to setup a Revocable Living Trust. His first recommendation made me immediately impressive. Marc was standing on his customer side. He would give up an easier opportunity to recommend a more expensive product to his customers, instead, he would recommend an alternative option, which should do a similar job but with a cheaper price. At that moment, I know that I have found a right person to handle my issue. I finally selected the format of Revocable Living Trust by myself due to its legal advantage of allowing an easy manageability in various situations.
The paper work of establishing Trust was processed during the pandemic time with many restrictions on office visits and other inconveniences. My communication with Marc was largely dependent on several back-and-forth emails. I appreciate very much for Marc’s quick responsiveness and warm help from his assistant, Sandy, during this difficult period. The whole process had been smooth and pleasant. Thus, I warmly and sincerely recommend Marc to those who have been struggling for sometimes to choose a reliable and truthful attorney for your estate plan. Marc will be able to make you happy and relax.
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Anonymous
15 Aug, 2021
Mr. Levine and his staff helped my wife and I navigate our estate planning project during the COVID pandemic. Through a virtual interview/conference call, email exchanges with his staff, and phone calls, we were completely prepared for the final meeting where were signed the documents in person.
Mr. Levine provided suggestions and advice based on his own family's needs/experiences throughout the process. He was courteous and provided simple and lear answers to our sometimes complicated (for us) questions. We left his office confident we had made all the correct decisions for our family.
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Stephanie
05 Jul, 2021
My husband and I enlisted Marc's estate planning services when we were expecting our first child. He was very knowledgeable and patiently provided expert advice tailored to our needs and status as government employees. As our family has grown and circumstances have evolved, Marc and his staff have helped us update the full range of our estate planning, health directive, and guardianship documents accordingly. We owe them our significant peace of mind.
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Art
07 Dec, 2020
Marc provided excellent service. He was very patient, as we sometimes didnt follow up in a timely fashion. I would definitely recommend Marc to future clients. He also was very attuned to Covid related needs.
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John
27 Aug, 2020
Marc did a great job of understanding and tailoring our estate plan to our needs (wills, advance medical directives, powers of attorney, and beneficiary designations aligned with our trusts). His conversational style, wit, and expert ability to clearly explain legalese and the intricacies of federal employment was greatly appreciated, as was his unfailing patience with our many questions during and after the process.
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