Estate Planning Lawyers Colorado - Castle Rock, Colorado

Pam S.

We wholeheartedly recommend Marc as an outstanding estate planning attorney. His approach to estate planning is exceptional.

Marc is not just an attorney; he's a remarkable teacher. He simplifies complex concepts, using visuals to make everything clear. He takes the time to explore various approaches and helps you weigh the pros and cons, tailoring his advice to your needs.
With his extensive professional experience, Marc leaves no aspect of estate planning unexamined. His knowledge ensures a comprehensive strategy.

Working with Marc is a pleasure. He's courteous, diligent, thorough, patient, and prompt. But what truly sets him apart is his genuine care for his clients.

I trust Marc so much that I want him to be my children's attorney for their estate planning. He's the best, and I'm grateful for his guidance.

Thank you, Marc!
Paul and Pam

Allison N.

Marc was absolutely fantastic to work with. He took his time to explain very confusing processes to us in a way that we could understand. He broke it down so that it was clear! In our final binder, he provided extra articles to read that would help anyone understand the processes better. People who have seen our binder have been overly impressed with how thorough it is. Aside from all of that, he was also very prompt in his communication and attentive to our questions. We highly recommend Marc to anyone wanting to create a living trust.

Kristine W.

Marc did an amazing job! From start to finish he walked us through all the steps needed to not only plan our trust, but he covered everything we would need to know if we became incapacitated, and he even had end of life planning included in the paperwork. He made everything easy to understand, gave us all the pros and cons, and set us up with a plan that leaves us secure in the knowledge that we have taken care of our retirement years, as well as our family after we are gone. He sends you home with a notebook filled not only with your legal documents, but it is also filled with loads of information and forms you can use in the future. We found Marc to be friendly, knowledgeable, and his prices are very reasonable!

Barb E.

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.

Stephen

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 Estate attorney.Marc is exceptionally organized to the last detail. He is easy to talk to, personable, people-oriented, and easily accessible. He is an extremely knowledgeable attorney with integrity, who genuinely cares about you.I have a friend who worked with a different attorney, and after hearing from me all the things that Marc does for you is having him review what their attorney did for them.

Bob B.

Marc took time to understand our goals and needs, and throughly walked us through the Estate Planning Process. He made our interaction very informative, clarifying our the needs and benefits of our plan. We are confident that our Trust meets our needs, and is understood and beneficial to our family. It will simplify a lot for our children and grandchildren. We are pleased with our experience and interactions with Marc.

Mary S.

We moved to Colorado from Missouri and found Marc through his excellent website. I must say our experience with his process was excellent plus! We are extremely happy that we chose Marc to do our Living Trust and estate planning. He provided a wealth of information that we did not get when we executed our Living Trust in Missouri and helped us to understand the consequences of certain items which had been omitted from our first Living Trust. We feel extremely comfortable now that we have the right things in place for our future well being and for our children and grand children. I highly recommend Marc's services to anyone looking to ensure their estate is handled properly and as they wish.

Cindy W.

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!