Estate Planning and Living Trusts for Moorpark Residents
Our only office is in Simi Valley, at 2655 First Street, Suite 110, Simi Valley, CA 93065. Moorpark clients meet there or by video or phone. Carmen B. Marquez has practiced since 2001. CBM Estate & Trust Law was founded in 2012. This page is general information, not legal advice.
La abogada Carmen B. Marquez habla español.
Meetings at our Simi Valley office, or by video or phone.
How CBM serves Moorpark clients
Moorpark is in Ventura County. The firm does not keep a second suite there. You book a complimentary 60-minute consultation at the Simi Valley office, or you meet by video or phone. The number is (805) 915-4793. You can also contact the firm.
In Ventura County, probate, trust, conservatorship, and guardianship matters are filed and heard at the Superior Court's Juvenile and Probate Courthouse, 4353 E. Vineyard Avenue, Oxnard. A court petition about a living trust is generally filed in the county where the trust is administered (California Probate Code section 17005). Most trust administration happens without court. We do not handle probate matters.
Living trusts for Moorpark homeowners
Funding a Moorpark home means a new deed from you to the trustee, recorded in Ventura County. The trust document, sitting in a drawer, does not change the county's title record. A properly funded trust may help avoid probate for assets titled in the trust. Beneficiary designations on accounts are reviewed so they fit the plan. Start with How to fund a California living trust and Living Trust vs Will in California. The service page is Living trusts.
If a child may keep the house, read the Prop 19 parent-child exclusion guide. The trust and the property tax exclusion are different rules. This page does not say that a deed transfer settles the tax question.
Trust administration when a Moorpark parent passes
When a Moorpark parent dies, the successor trustee gathers what the trust owns, including the house if it was deeded in, and gives the notice the Probate Code requires. Creditors, expenses, and taxes are handled before distribution. Most of that work is not a court proceeding. We do not handle probate matters. See trust administration.
Wills, powers of attorney, health care directives
A Moorpark family with minor children still needs a will that can nominate a guardian. A pour-over will can direct leftover assets toward the trust. It is not a substitute for recording the deed. Powers of attorney and health care directives cover the years you are living but unable to sign. Read wills and trust funding.
Local questions
Is there an estate planning attorney near Moorpark?
Our only office is in Simi Valley, at 2655 First Street, Suite 110, Simi Valley, CA 93065. Moorpark clients meet with us there or by video or phone.
How do I fund my trust with my Moorpark home?
The house is funded when a deed names the trustee and is recorded. Accounts are a separate step: titles change, or beneficiary designations are reviewed so they fit the plan. The funding guide walks through the kinds of assets. Our only office is in Simi Valley. Meetings at our Simi Valley office, or by video or phone.
What does trust administration involve for Moorpark property?
The successor trustee identifies the Moorpark property, confirms whether the trust holds title, keeps records, and follows the distribution terms after debts and taxes are addressed. A notice to beneficiaries and heirs is part of that work when the statute applies. Details are on the trust administration page. We do not handle probate matters.
Can we meet by video?
Yes. Moorpark clients can meet by video or phone, or at our Simi Valley office. Call (805) 915-4793 to book a complimentary 60-minute consultation.
About Carmen B. Marquez
Carmen B. Marquez has practiced since 2001. The firm was founded in 2012. She does not meet clients at a Moorpark address. The only office is 2655 First Street, Suite 110, Simi Valley, CA 93065. 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.