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At CBM, we excel at educating and guiding you, our client, in making the best financial and legal decisions and appointing the right individual to carry out the terms of your Trust and other estate planning documents. We enjoy getting to know you and what is important to you so we can build a lifetime relationship. Life is unpredictable, so we believe you must review your plan every 3 to 5 years to ensure it continues to meet your needs.
Our extensive legal expertise in Estate Planning, Trust Administration, and Elder Law Planning allows us to help you protect yourself, your assets, and your loved ones.
We provide you with a free 1-hour consultation. At our first meeting, we aim to get to know you, your situation, and your specific needs. We gather the information needed to help you create a customized plan or assist you with the trust administration if you were appointed trustee of someone else’s Trust.
Attorney, Carmen B. Marquez is an experienced, thoughtful estate planning attorney and the founder of Carmen B. Marquez PC. She graduated from Loyola Marymount University in 1993 with a degree in Business Administration with an emphasis in International Business and a minor in Spanish Literature. Carmen received her Law Degree from Southwestern University School of Law in 2001. She worked full time and had both of her children while attending law school. She passed the California Bar exam on her first attempt in December 2001, licensed to practice law in the State of California. After graduating from Law School, Carmen was an associate attorney in an Elder Law Firm working in the Medi-Cal Planning department.
As a young child, Carmen was very curious and was always at the top of her class; she excelled in math and history. She grew up in Los Angeles in an impoverished neighborhood. She considers her father the most significant influence of her life, although she was only 9 ½ years old when he died. He was the person who believed in her and encouraged her to go to college and become an attorney. In many ways losing her father is why Carmen is an estate planning attorney today.
Carmen is one of a few bilingual Spanish Speaking attorneys in Southern California who practices Estate Planning. In 2012, she decided to open a law firm to provide quality estate plans at affordable prices. She has guided and helped hundreds of individuals, couples, and families set up estate plans that are right for them.
Carmen married her college sweetheart. In 1998, after the birth of their first child, they moved from Los Angeles County to Ventura County to raise their family. She opened her first law office in Simi Valley, California but quickly added a second office in Glendale, California. Her Glendale and Simi Valley offices signify the communities close to her heart.
Carmen’s pride and joy are her children, Briana and Andrew. When she is not hard at work on estate plans, trust administrations, or Medi-Cal planning, she loves to travel with her husband, try new restaurants, read, and spend time with her family and friends making memories that will outlast her life.
Receive a complimentary 1-hour consultation with one of our compassionate Los Angeles area attorneys to discuss how we can assist you.
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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.