Carmen B. Marquez, P.C., dba CBM Estate & Trust Law
Serving families throughout California, with an office in Simi Valley and meetings in Burbank by appointment.
60 minutes · No obligation · Se habla español
California estate planning
A plan your family can understand. Carmen has over 20 years of estate planning experience, practicing since 2001. The firm was founded in 2012.
Simi Valley and Burbank
Simi Valley office. Burbank (meetings by appointment).
Free 60-minute consultation
No obligation.
English and Spanish
Se habla español.
A steady guide, in plain language.
California attorney
Carmen B. Marquez is the California attorney you meet at this firm. She has practiced estate planning since 2001 and helps families throughout California make decisions they can live with. She founded the firm in 2012. Services are available in English and Spanish. Attorney Carmen B. Marquez speaks Spanish.
The work is personal to her. She keeps it direct, careful, and in plain language.
Our process
Complex papers should become a sequence you can follow. This is how a matter usually moves.
Step 1
A free 60-minute consultation to understand your family, your goals, and your questions. No obligation. You can read how California wills and trusts differ first.
Step 2
We prepare an estate plan or a trust administration path around your family and the property in the plan, then walk through the documents in plain language.
Step 3
We help with signing and with funding the trust, including a conversation with your financial advisors when you want one.
Areas of practice
The practice stays focused, so you are not sorting through a long menu of unrelated legal work.
Customized estate plans that may help your family avoid probate when the trust is properly funded. See California living trust vs will.
Funding the trust, putting accounts and property in the right name to help your plan work as intended, is part of this work, not a separate afterthought.
When someone dies, the trustee has a job to do. We help you gather assets, follow the trust, and meet legal duties with fewer costly missteps.
You do not have to sort the paperwork alone, and you do not have to guess what the trust requires.
Guidance for families looking at care, including Medi-Cal questions, with attention to dignity and the household’s financial security.
Every situation is different. We explain the landscape. We do not promise a particular eligibility result.
Testimonials
Rated 5 out of 5
“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. Specific, properly executed, and clear.”
Rated 5 out of 5
“Working with Carmen gave us peace of mind we didn’t know we needed. She explained everything in a way that made sense. What could have been overwhelming was actually empowering.”
Rated 5 out of 5
“Carmen at CBM Estate & Trust Law is truly exceptional! She 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!”
Testimonials reflect individual clients' experiences. Every situation is different. They are not a guarantee, warranty, or prediction of the outcome of your matter.
MetLife and ARAG
If your employer offers MetLife Legal Plans, you may be eligible to receive most estate planning services at no cost for yourself, and often for an eligible spouse and dependents under your plan. Coverage depends on your plan. MetLife members can upgrade to CBM’s Private Client package at a reduced rate for services beyond plan coverage. Mention MetLife when you book.
If your benefit is ARAG, coverage depends on your plan. Mention ARAG when you book.
Tell us how to reach you. A 60-minute conversation, with no obligation. Services are available in English and Spanish.
Prefer to call
Simi Valley. 2655 First Street, Suite 110, Simi Valley, CA 93065
Burbank (meetings by appointment). 3500 West Olive Avenue, 3rd Floor, Burbank, CA 91505Contact the firm to arrange a meeting and confirm availability before visiting.
