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(805) 915-4793trusts@cbm.estate

ARAG Legal Plan Estate Planning Attorney in California

Carmen B. Marquez, P.C. accepts the ARAG legal plan for estate planning matters the firm can take, subject to plan rules and the firm’s availability. If you are looking for estate planning under an ARAG legal plan in Simi Valley, Burbank, Ventura County, or Los Angeles, the firm meets clients in Simi Valley and, by appointment, in Burbank, and serves families throughout California.

What the plan pays depends on your own ARAG plan. Check that plan before you assume a document or a task is covered. This page does not list covered documents, and it does not promise that the work will cost you nothing.

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.

As of: October 6, 2026 (PT). Plan terms change. Confirm your current ARAG plan, and confirm the matter with the firm, before relying on coverage.

At a glance

  • Carmen B. Marquez, P.C. accepts the ARAG legal plan for estate planning matters the firm can take, subject to plan rules and the firm’s availability. The firm meets clients in Simi Valley and, by appointment, in Burbank.
  • Start a case with ARAG through the member portal, the ARAG Legal app, or Customer Care. After ARAG confirms coverage for that matter, you receive a CaseAssist confirmation with a CaseAssist confirmation number (ARAG’s public member materials also refer to a case number on explanations of benefits). Call CBM at (805) 915-4793 and give the office that CaseAssist confirmation number and your Member ID. Ask what your ARAG plan shows, and ask the firm what it can accept, before any work begins.
  • Coverage depends on the member's ARAG plan. This page does not list covered documents or promise that the work costs nothing.
  • The firm’s estate planning work includes living trusts, wills, powers of attorney, advance health care directives, trust funding, and trust administration. That list is not a coverage promise.
  • CBM may help families avoid probate when the trust is properly funded. The firm does not offer probate services.
  • Carmen has practiced estate planning since 2001. She founded the firm in 2012.
A woman and a man look together at a tablet in an office.
On this page
  1. At a glance
  2. How to use your ARAG benefit
  3. Estate planning services CBM provides
  4. A properly funded trust, not a probate practice
  5. Simi Valley office and Burbank meetings by appointment
  6. FAQs
  7. Next step

How to use your ARAG benefit

Use this short sequence. It is not a promise of coverage.

  1. Start a case with ARAG through the member portal, the ARAG Legal app, or Customer Care. After ARAG confirms coverage for that matter, you receive a CaseAssist confirmation with a CaseAssist confirmation number (ARAG’s public member materials also refer to a case number on explanations of benefits).
  2. Call CBM at (805) 915-4793 and give the office that CaseAssist confirmation number and your Member ID.
  3. Ask what your ARAG plan shows, and ask the firm what it can accept, before any work begins.

A CaseAssist confirmation number, your Member ID, and a short note that you have an ARAG legal plan are enough for the first call. Do not email account numbers or a full member file.

Coverage, the people who are eligible, and any cost that stays with you depend on the member’s plan. Check your ARAG plan. This guide cannot tell you that a will, a trust, or any other document is included.

Estate planning services CBM provides

These are services the firm already describes on this site. Naming them here does not mean ARAG covers that service:

  • Living trusts
  • Wills
  • Powers of attorney
  • Advance health care directives
  • Trust funding
  • Trust administration

A member’s plan may relate to some estate planning work and not to other work. The firm will not tell you a service is covered until your plan and the matter have been checked.

Related pages: Estate planning · Trust funding · Trust administration · Living trust vs will · Durable power of attorney and advance health care directive · MetLife Legal Plans.

A properly funded trust, not a probate practice

CBM may help families avoid probate when the trust is properly funded. Signing a trust does not, by itself, change how a house or an account is titled. Funding is the step that puts property where the plan says it belongs.

The firm does not offer probate services. If a matter needs the probate court, that work is outside this practice. An ARAG legal plan does not change that limit.

Carmen B. Marquez, attorney

Simi Valley office and Burbank meetings by appointment

Carmen B. Marquez, P.C., dba CBM Estate & Trust Law, meets clients at:

  • Simi Valley: 2655 First Street, Suite 110, Simi Valley, CA 93065
  • Burbank (meetings by appointment): 3500 West Olive Avenue, 3rd Floor, Burbank, CA 91505

Phone: (805) 915-4793 · Email: trusts@cbm.estate

CBM Estate & Trust Law helps families throughout California plan and protect what matters most. Meet with us in person at our Simi Valley office or in Burbank by appointment, or work with us remotely from anywhere in the state. Burbank meetings are by appointment for select matters. Contact the firm to confirm availability before visiting. If you are planning under an ARAG legal plan in Simi Valley, Burbank, Ventura County, or Los Angeles, start with a call, the CaseAssist confirmation number, and your Member ID.

FAQs

Does Carmen B. Marquez, P.C. accept the ARAG legal plan in California?

Carmen B. Marquez, P.C. accepts the ARAG legal plan for estate planning matters the firm can take, subject to plan rules and the firm’s availability. The firm meets clients in Simi Valley and, by appointment, in Burbank, and serves families throughout California. Accepting the plan is not a promise that your particular matter is covered.

How do I use an ARAG legal plan with this firm?

Start a case with ARAG through the member portal, the ARAG Legal app, or Customer Care. After ARAG confirms coverage for that matter, you receive a CaseAssist confirmation with a CaseAssist confirmation number (ARAG’s public member materials also refer to a case number on explanations of benefits). Call CBM at (805) 915-4793 and give the office that CaseAssist confirmation number and your Member ID. Ask what your ARAG plan shows, and ask the firm what it can accept, before any work begins.

Does my ARAG plan cover a living trust, a will, or trust funding?

This page does not say that any specific document or service is covered. Living trusts, wills, powers of attorney, advance health care directives, trust funding, and trust administration are services the firm provides. Coverage still depends on your ARAG plan. Check the plan, and ask the firm to confirm the matter, before work begins.

Will the documents be free under ARAG?

No promise is made here. Do not assume the work costs nothing, and do not assume the documents are free. Your plan may pay for some work and leave other costs with you. Check your ARAG plan. The firm will explain what it can see only after it has the CaseAssist confirmation number, your Member ID, and the matter.

Does the firm handle probate through an ARAG legal plan?

No. The firm does not offer probate services. Estate planning here may help families avoid probate when the trust is properly funded. A plan benefit does not add a probate practice.

Where does the firm meet clients in Simi Valley and Burbank?

The Simi Valley office is at 2655 First Street, Suite 110, Simi Valley, CA 93065. Burbank meetings (by appointment) are at 3500 West Olive Avenue, 3rd Floor, Burbank, CA 91505. Call (805) 915-4793 or email trusts@cbm.estate. Bring the CaseAssist confirmation number and your Member ID.

Next step

Request a free 60-minute consultation or call (805) 915-4793. If you have an ARAG legal plan, start a case with ARAG through the member portal, the ARAG Legal app, or Customer Care. After ARAG confirms coverage for that matter, you receive a CaseAssist confirmation with a CaseAssist confirmation number (ARAG’s public member materials also refer to a case number on explanations of benefits). Call CBM at (805) 915-4793 and give the office that CaseAssist confirmation number and your Member ID. Ask what your ARAG plan shows, and ask the firm what it can accept, before any work begins. The consultation is a conversation. It is not a promise of coverage, and hiring the firm is a separate decision.

This guide is general educational information. It is not a summary of your ARAG plan and not a guarantee of coverage, cost, attorney availability, or representation. Attorney advertising.