Compassionate legal support for life's important decisions.
Helping Californians protect their loved ones, preserve wealth, and gain peace of mind.
At Carmen B. Marquez, P.C., we offer compassionate, customized estate planning, trust administration, and elder law services. With over 20 years of experience, bilingual service, and offices in both Ventura and Los Angeles Counties, we are here to help you make informed legal and financial decisions, now and for generations to come.
Serving Ventura & Los Angeles Counties since 2001 · Se habla español
Are you a MetLife Legal Plan member?
If your employer offers MetLife Legal Plans, you may be eligible to receive most estate planning services at no cost to you.
About Carmen B. Marquez, P.C.
With over two decades of experience in estate planning, trust administration, and elder law, our firm is dedicated to helping individuals and families make sound legal and financial decisions that protect what matters most.
Founder Carmen B. Marquez is a seasoned attorney and one of the few bilingual estate planning professionals serving Ventura and Los Angeles Counties. Her passion for the law is deeply personal, rooted in her own family's experience with loss and the importance of planning ahead.
We serve clients from all walks of life. Whether you are just starting out, raising a family, approaching retirement, or navigating elder care, our work is collaborative, compassionate, and always centered on you.
Learn More About UsOur Legal Services
We focus on a select group of legal services, and we do them with precision, care, and a personal touch. Our goal is always to help you protect your assets, avoid probate, and gain peace of mind.
Estate Planning
Customized estate plans designed to avoid probate, protect assets, and give you peace of mind.
Learn moreTrust Funding Guidance
We guide you through properly funding your trust to ensure your plan works as intended.
Learn moreTrust Administration
Support for Trustees in managing assets, fulfilling legal duties, and avoiding costly mistakes.
Learn moreElder Law Planning
Legal strategies to protect aging individuals and their families, with a focus on dignity and care.
Learn moreMedi-Cal Planning
Helping you or your loved ones qualify for Medi-Cal while preserving financial security.
Learn moreYour Journey Starts Here
Start with a free 60-minute consultation and take the first step toward protecting what matters most.
Learn moreStep-by-step guidance to life's important decisions
We make complex legal matters clear and manageable, providing compassionate, personalized guidance every step of the way so you can navigate life's changes with confidence.
Free Initial Consultation
We start with a 60-minute meeting to understand your situation and goals, and answer your questions. No obligation or cost.
Customized Plan Development
Based on your needs, we create a tailored estate plan or trust administration strategy designed to protect your assets and loved ones.
Review and Approval
We walk you through your plan, explain every detail, and make any adjustments needed until you feel confident.
Implementation & Funding
We assist you with signing documents and properly funding your trust, including coordinating with your financial advisors if needed.
What Our Clients Say
"Having a plan in place for the unexpected was a tremendous help. I appreciate Carmen making sure that we properly funded our trust. I used my husband's power of attorney before his death, and they told me it was the best they had ever seen. Specific, properly executed, and clear."
"Working with Carmen gave us peace of mind we didn't know we needed. She explained everything in a way that made sense, and we left feeling confident that our family is protected. What could have been overwhelming was actually empowering."
"Carmen and her team at CBM Estate & Trust Law are truly exceptional! They guided us through the estate planning process with incredible professionalism and care. We felt completely at ease knowing our family's future was in such capable hands. Highly recommend!"
Secure your legacy with confidence.
We partner with you to craft a comprehensive plan that preserves your hard-earned assets, safeguards your family's security, and ensures you receive compassionate, high-quality support.