Estate Planning Lawyers Colorado, LLC

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.

Marc Carlson's process pulled our lives together and got us organized -- including those things we weren’t aware we had been neglecting. He was willing to give whatever it took to get us there. Between one-on-one time, and extensive information included in our Trust binder, there will no problems for executors of our Trust. Everything is spelled out very concisely. Jerry and Ceona Nov. 16, 2018

Marc helped us with a new living trust and, equally important, a comprehensive estate plan that is perfect for our family both now and as we age. He is the consummate professional with a lifetime of experiences that have shaped his approach and attentive client relationships. We learned a lot from this process since he didn't just hand us the documents but rather taught us about what they accomplish and why. Now that it is signed and funded -- peace of mind.

Marc Carlson executed a living trust for my wife and me. His information was thorough; his presentation was understandable; our options were clearly presented; he checked often to assure our understanding; and he was and has available and responsive in his replies to queries about our plan. As a practitioner, he is approachable; he communicates well in writing and in oral presentation; and he provides a wealth of additional information through pre-prepared explanations on a variety of topics.

Marc Carlson helped us prepare our Revocable Living Trust. His affable manner, knowledge, and capabilities resulted in us having a valuable estate-planning instrument that well serves our needs. Marc’s flexibility with our schedule was valued. We highly recommend Carlson Law Office without reservation.

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.