We partner with you to craft a comprehensive long‑term care plan that preserves your hard‑earned assets, safeguards your family’s security, and ensures you receive compassionate, high‑quality support.
A trust is only effective if it’s properly funded.
A trust is only effective if it’s properly funded. Without funding, your assets may still go through probate—defeating one of the main purposes of your estate plan. At Carmen B. Marquez, P.C., we don’t just create your trust and leave you guessing—we walk you through the funding process step by step.
We work closely with you (and, if you choose, your financial advisor) to ensure your trust is fully funded and protected.
We help you identify which of your assets need to be retitled or assigned to your trust.
We provide written guidance and hands-on assistance to help you complete transfers.
We don’t stop at the signing table. Our team is available for follow-up calls and emails for up to 3 months to assist with trust funding—at no extra cost to our Private Clients.
We help you identify which of your assets need to be retitled or assigned to your trust.
We provide written guidance and hands-on assistance to help you complete transfers.
We don’t stop at the signing table. Our team is available for follow-up calls and emails for up to 3 months to assist with trust funding—at no extra cost to our Private Clients.
We offer a free 60-minute consultation where we’ll walk you through what funding means, what steps you need to take, and how we can help. Schedule your free consultation now.
If you work for a company that offers MetLife be sure to inform us, as we may be able to prepare most of your estate planning documents at no cost to you. Please be aware that our Private Client receive additional documents and services not covered by MetLife, which you can add and pay out of pocket.
We partner with you to craft a comprehensive long‑term care plan that preserves your hard‑earned assets, safeguards your family’s security, and ensures you receive compassionate, high‑quality support.