Carlson Law Office, LLC - Longmont, CO

Divorced at age 71 after 40 years, I certainly needed to adapt my estate planning differently and Marc made the process friendly and very professional. He provided training tools that educated me on different options which gave me confidence in making my decisions much easier. His concise binder will prove to be invaluable for myself and even more so for my children as they administer the decisions that I have made as a result of the professional educational process that Marc very pleasantly walked me through. His method gave me confidence in the plan that I will be passing on to my children. Thank you Marc.

My wife and I are very satisfied with the results of Marc’s efforts in assisting us with our estate planning. We were not very aware of how significant this effort would be and Marc did an excellent job guiding us thru the process. Our children will certainly appreciate the quality of the work that went into this project.

Marc is an amazing person and lawyer who specializes in estate planning. After several minutes into our first meeting it is clear that Marc has excellent knowledge and passion revolving around estate planning. There is no question he can't answer in the process of estate planning. He educates about the process as he works through the plans. The finished package that you receive at the end of the planning process is a binder laying out all the necessary paperwork and information. Marc has made a difficult process easy to understand.

It was a pleasant and rewarding experience to find an attorney whose knowledge was dedicated to estate planning and not a myriad of other legal specializations. Marc did an outstanding job in explaining the many options for an estate plan and was most instrumental in helping us select the best solution for our particular situation. Throughout the entire process, Marc took all the time necessary to answer our questions and made us feel comfortable with the end product that was a well-organized and well-documented portfolio. We definitely received the best possible advice.

My husband and I recently retired from our careers in Wisconsin and moved back home to Colorado. Updating our will (Revocable Living Trust) was important to us. I found Marc through a Google search for "wills and trusts attorneys", and after reviewing his website I set up an appointment. We found Marc to be knowledgeable, professional and his detailed step by step approach was very easy to follow. We highly recommend him.

Marc was highly recommended as an estate planning and trust attorney – just what we were looking for! His knowledge and experience were evident from our initial consultation. Marc listened to us, our wishes, and our goals, and designed a living trust to fit our family situation. We’re very pleased with the final plan and Marc’s thorough and complete explanations during every aspect of the planning. Marc’s caring and compassionate demeanor eased us through the entire process. With Marc’s help, we feel confident that we’ve taken care of our family.

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 beneficiaries.

Marc Carlson Law firm is excellent. Yes, I would refer him to anyone. Mr Carlson is Extremely knowledgeable about helping us to set up estate planning/Trusts. When we first met him, our first impersonation was that his personality made us feel comfortable talking to him. He made us feel that we could trust him on the information he would give us. He answered all our questions,Walked us through all the information he gave us. Marc discussed Living Wills, Trusts and the difference between a Trust and a Will, Also, gave us the options that made since to us and what is best for our family. They way he treated My wife and was excellent. Made us feel that our voices were heard and took the time to explain any questions we had.

With my parents’ passing two years ago and having dealt with their Trust, my husband and I came to believe we needed a Living Trust also. We did a lot of research on the internet and found Carlson Law Office. When we met with Marc, we were very impressed with his in-depth knowledge of estate planning and his clear and thorough way of explaining everything. He listened intently to our personal situation and recommended a plan that fit us perfectly. The Estate Planning Portfolio binder that he and his team assembled was amazing! Not only did it include the usual estate planning documents, but also background education and detailed instructions that have been so helpful in implementing our Trust. Marc’s personable and caring manner made a difficult topic easy to discuss. Thanks, Marc!

When I think of Marc Carlson I think of him as a very detailed attorney. Marc put together our estate plan in a very methodical manner and easy to use format. He also included several articles as well as using analogies to help us understand the ins and outs of trusts. The word teacher comes to mind. If there is one word to describe the job that Marc did for us it is OUTSTANDING!