Estate planning
Plans for the people and property you want looked after, explained in plain language.
CBM Estate & Trust Law
Carmen B. Marquez leads this firm.
She is President and CEO, head attorney, and sole owner of Carmen B. Marquez, P.C., dba CBM Estate & Trust Law, a California professional corporation.
A short introduction.
At a glance
- California attorney, State Bar of California No. 216536
- Practicing estate planning since 2001
- Founded Carmen B. Marquez, P.C. in 2012
- Services in English and Spanish
- Simi Valley office; Burbank meetings by appointment; video or phone anywhere in California
- Accepts MetLife Legal Plans and ARAG for estate planning
Carmen has over 20 years of estate planning experience and has been practicing since 2001. She founded Carmen B. Marquez, P.C., dba CBM Estate & Trust Law, in 2012. The practice concentrates on estate planning, trust administration, and Medi-Cal planning for long-term care. Carmen is the attorney you meet.
Services are available in English and Spanish. Se habla español. Attorney Carmen B. Marquez speaks Spanish. The aim of that first conversation is simple: understand your family and the questions you already have.
CBM Estate & Trust Law helps families throughout California plan for what matters most. Meet with us at our Simi Valley office, in Burbank by appointment, or remotely from anywhere in the state. Contact the firm to arrange a Burbank meeting and confirm availability before visiting.
How Carmen works
What you can expect from this firm.
You meet the attorney.
Carmen is the attorney you meet in the complimentary consultation, and she leads the work on your plan. Her review comes before your trust is signed.
Plain language, in English or Spanish.
Documents are explained in plain language. Carmen speaks Spanish, so families can have the whole conversation in the language they are most comfortable with.
Funding is part of the work.
A signed trust that never holds the house is an empty safe. Funding is treated as part of the plan, not a brochure you take home. CBM helps Private Clients with funding after signing.
The fee before you hire.
Estate planning is offered for a flat fee. Before any deposit or work begins, you receive a written estimate and service agreement.
Honest about limits.
The firm does not handle probate, does not promise Medi-Cal results, and does not invent timelines. If something sits outside the work, you hear that up front.
Where the work is focused.
Trust administration
Guidance for trustees who need to follow a trust after someone has died.
Medi-Cal planning
Long-term care planning, including Medi-Cal questions, reviewed with your own facts.
Testimonials
What clients say about working with us.
“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.”
“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.”
“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.
Where to meet, and a direct line.
Call, email, or request a consultation. Carmen is the attorney who leads the work.
Simi Valley
2655 First Street, Suite 110Simi Valley, CA 93065
Burbank (meetings by appointment)
3500 West Olive Avenue, 3rd FloorBurbank, CA 91505
Contact the firm to arrange a meeting and confirm availability before visiting.