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(805) 915-5652trusts@cbm.estate

Request your complimentary consultation

Tell us how to reach you. A 60-minute conversation, with no obligation. Services are available in English and Spanish.

Prefer to call

(805) 915-5652

trusts@cbm.estate

  • Monday–Thursday, 9:00 AM–6:00 PM
  • Friday, 9:00 AM–3:30 PM
  • Saturday–Sunday, closed

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.

Consultation request

Fields marked with an asterisk are required.

If you select Other, describe what you need in the message field.

Please share only a brief, general description (for example, "I'd like to set up a living trust" or "my parent passed away and had a trust"). Don't include account numbers, Social Security numbers, medical details, or private family matters. We'll ask for more when appropriate.

Consent
Call (805) 915-5652trusts@cbm.estate

Sending this form does not create an attorney-client relationship.

Our process

From first conversation to a plan you understand.

Complex papers should become a sequence you can follow. This is how a matter usually moves.

  1. Step 1

    Book your consultation

    A complimentary 60-minute consultation at the office, by video, or by phone. No deposit, no obligation.

  2. Step 2

    Design your plan

    In that same meeting, Carmen recommends the estate plan or trust administration path that fits your family. For estate planning, you get a flat-fee quote in writing, and nothing is due until you choose to get started.

  3. Step 3

    Sign and fund your trust

    You sign with a notary at the office, and we help fund the trust so it is not left empty, including a conversation with your financial advisors when you want one.

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.”

Rosa V.Client

“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.”

Lisa N.Client

“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!”

David L.Client

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 a legal plan.

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 whether you have MetLife Legal Plans or ARAG.
  • We explain, in general terms, how these benefits usually work.
  • If something sits outside the plan, we say so before any work begins.
  • A private consultation is still available if you have no employer plan.