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Regardless of your assets, CBM Estate and Trust Law can help you create an estate plan to fulfill your wishes when you are gone. If you are an adult (over 18), married or single, own real property, or have children, you need estate planning.
Regardless of your assets, CBM Estate and Trust Law can help you create an estate plan to fulfill your wishes when you are gone. If you are an adult (over 18), married or single, own real property, or have children, you need estate planning.
Whether you are married or single, with a traditional family, a blended family, young, just starting, getting ready for retirement, or already retired, one of our attorneys will work closely with you to provide advice, support, and guidance. We have the resources to ensure you create a plan that meets your specific goals, avoids probate, prevents family discord, saves time, and preserves wealth for your beneficiaries. Most importantly provides you with peace of mind knowing you have a first-rate plan in place.
Whether you are married or single, with a traditional family, a blended family, young, just starting, getting ready for retirement, or already retired, one of our attorneys will work closely with you to provide advice, support, and guidance. We have the resources to ensure you create a plan that meets your specific goals, avoids probate, prevents family discord, saves time, and preserves wealth for your beneficiaries. Most importantly provides you with peace of mind knowing you have a first-rate plan in place.
CBM Estate and Trust Law
Carmen B. Marquez, P.C.
Seminars are held in our Simi Valley Office on the last Saturday of every month.
At CBM we never charge potential clients for the first 60-minute initial consultation whether or not we are retained. However, we will require a nonrefundable deposit if the potential client requires a second consultation before we are hired. We will apply 50% of the nonrefundable deposit toward the price of the work to be performed on behalf of the client.
CBM also do not charge for follow-up phone calls, emails, and assistance to help our private clients properly fund their trust for up to three months after they execute their Trust. This includes working with our client’s financial advisors (as long as we have our client’s consent) to ensure the trust is properly funded.