Client Resources
Guides, plain-English definitions, preparation checklists, and common questions for California families. General information only—not legal advice or a direction to change a document or asset.
In-depth learning
Eight guides add context beyond a short definition. They cover trusts, Medi-Cal, legal plans, and incapacity documents.
Plain-English starting points
Search a substantive, alphabetized glossary without losing the full server-rendered list. Each definition links to a related guide or service for context.
Prepare better questions
These bounded lists help you organize a conversation. They are not legal forms, firm requirements, or personalized instructions.
Organize the conversation without sending private details through the website.
Use this to prepare questions—not as instructions to retitle an asset.
A short inventory for an attorney review, not a schedule or a rule that documents must change.
Established answers
These reuse the site’s existing general answers and point to the relevant guide or contact page instead of creating competing versions.
At a high level, a revocable living trust is a document that says who should manage what you own, and who should receive it, during your life and after you die. It is one part of an estate plan. Signing one does not, by itself, answer every question about your family or your property.
Yes. The first conversation is 60 minutes, with no obligation. Hiring the firm, if you choose to, is a separate decision. Calling or sending the form does not create an attorney-client relationship.
Yes. Services are available in English and Spanish. Se habla español.
Simi Valley is at 2655 First Street, Suite 110. Glendale meetings at 655 North Central Avenue, 17th Floor, in Glendale Plaza are by prior arrangement for select matters, generally on Tuesdays. There is no walk-in service; confirm availability before visiting. Call (805) 915-4793 or email trusts@cbm.estate.
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.
The seminar schedule is being updated. There is no date to reserve yet. A free consultation is available now, with or without a seminar.
Funding means putting accounts and property in the name the plan calls for, so the trust can do what it says. At this firm, that step is part of estate planning work, not a separate afterthought. What should be retitled depends on what you own.
No. These questions and the glossary are general information. They are not legal advice, and they do not promise a particular result. Medi-Cal eligibility, and coverage under an employer plan, depend on your own facts.
A 60-minute consultation, with no obligation. Services are available in English and Spanish.
