Estate Planning and Living Trusts for Burbank Residents
Burbank clients meet with us by appointment only, by video or phone, or at our Simi Valley office. This page has no map and does not list a firm street address. Carmen B. Marquez has practiced since 2001. CBM Estate & Trust Law was founded in 2012. This page is general information for Los Angeles County families, not legal advice.
La abogada Carmen B. Marquez habla español.
How CBM serves Burbank clients
Burbank clients meet with us by appointment only, by video or phone, or at our Simi Valley office. The complimentary 60-minute consultation is scheduled by phone at (805) 915-4793 or through the contact page.
Trust and probate proceedings for Los Angeles County are filed in the Central District at the Stanley Mosk Courthouse, 111 North Hill Street, Los Angeles, under Superior Court Local Rule 2.3 (the only exception is the North District, Antelope Valley, which does not include Burbank). We do not handle probate matters.
Living trusts for Burbank homeowners
A Burbank house is funded when a deed names the trustee and is recorded in Los Angeles County. A properly funded trust may help avoid probate for assets titled in the trust. The trust signature, by itself, leaves the prior deed in place. Read Living Trust vs Will in California and How to fund a California living trust. The service page is Living trusts.
If a child may keep the home, property tax follows its own rules. The Prop 19 parent-child exclusion guide explains that topic. This page does not estimate taxes.
Trust administration when a Burbank parent passes
A successor trustee administers assets the trust owns. For a Burbank family that can mean the house, if it was deeded to the trust, plus notices, an inventory, debts, taxes, and a later distribution. Most trust administration happens without court. We do not handle probate matters. See trust administration.
Wills, powers of attorney, health care directives
A will can name an executor and a guardian for minor children. A pour-over will can catch assets left outside the trust. It is a safety net, not the funding step. Powers of attorney and health care directives cover incapacity while you are living. Those documents are on the wills page. Title work is on trust funding.
Local questions
Do you have a Burbank office?
No. We meet Burbank clients by appointment, by video or phone, or at our Simi Valley office.
Can a Ventura County attorney prepare my trust if I live in LA County?
Yes. A California law license covers California legal work for a client who lives in Burbank or elsewhere in the state. Carmen B. Marquez has practiced since 2001. Where a petition is filed is a court venue rule. It is separate from where a meeting happens. Meetings are by appointment only. We do not handle probate matters.
What does a living trust cost?
The fee depends on the property, the family, and the work the plan requires. This page does not list prices. Cost is discussed in the complimentary 60-minute consultation. The living trust page describes the work without dollar amounts. Call (805) 915-4793 or use the contact page.
How do I fund my trust with a Burbank home?
Sign a deed that names the trustee and record it in Los Angeles County. Accounts are separate: some are retitled, and beneficiary designations are reviewed so they fit the plan. The funding guide lists the kinds of assets. Burbank clients meet with us by appointment only, by video or phone, or at our Simi Valley office.
About Carmen B. Marquez
Carmen B. Marquez has practiced since 2001. The firm was founded in 2012. Burbank meetings are by appointment only. La abogada Carmen B. Marquez habla español.
Book your complimentary 60-minute consultation: (805) 915-4793
Call (805) 915-4793 or use the contact page. Meetings are by appointment only.