Marc R. Carlson

Marc did an amazing job for us. My husband recently retired, and we wanted to get our affairs in order. We began working on this process in the middle of the coronavirus pandemic, so Marc had to work quickly to adapt to the new environment. Which he did -- most admirably. He educated us about our options, and we ended up creating a trust. We also now have in place beneficiary forms, powers-of-attorney, medical powers-of-attorney, and a safety net for our adult children. It's such a relief to have our finances and wishes organized and on paper. The notebook Marc created for us is almost a work of art. I highly recommend his services.

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. Both sides of the coin were addressed and that will stay with me for all future planning. Stay healthy everyone.

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!

Marc systematically walked me through every step of the process. He took the time to make sure I understood the pros and cons for every decision I made. He clearly laid out my options and made recommendations. He delivered an outstanding and complete binder that include all the addition material/documents that you need to move your assets into the trust. Marc is truly customer service focused, provides complete and high-quality work and in my opinion, is one of the best, if not the best in Estat

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. Outstanding legal representation.

My wife and I are in our 30's with a young daughter. Preserving our wealth for our daughter has always been a high priority, so we had a will. When a close friend became incapacitated, we realized we needed more. Marc took the time to understand us, then designed a tailored trust plan. 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. Marc made it easy, and we now have peace of mind.  I highly recommend him.

My wife and I had Marc prepare a trust for us. I am a lawyer myself and spent fifteen years as a judicial officer. However I do not have estate planning experience. I did not know Marc before meeting him as I am relatively new to Colorado. I can say without any reservation Marc is one of the best lawyers I have encountered in my many years of working with attorneys. He is obviously an expert in his field. He is very well organized and his fees are quite reasonable. A true professional!!!

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.

It has been a distinct pleasure to work with Marc Carlson. At our initial meeting, Marc’s clear explanation of the differences between wills and trusts allowed us to make the decision that a Revocable Living Trust was the appropriate legal vehicle for our estate planning. With his direction, we were able to construct a trust that will provide for our needs and will allow us to pass our estate on to our children and grandchild without the encumbrance of th

Marc Carlson was very clear and concise in his presentation. He spent a lot of time with us to make sure we understood all the terms and ins and outs of wills and estates to help us choose the best option for our situation. He was also very gracious in making the time to work us into his schedule when we were up against a deadline. And all within a reasonable price.