CBM Estate & Trust Law - Simi Valley, CA
CBM Estate and Trust Law is a boutique estate planning and elder law firm in Simi Valley, California, founded by attorney Carmen B. Marquez in 2001. Providing compassionate, bilingual legal representation in English and Spanish across Ventura and Los Angeles counties, the practice specializes in revocable living trusts, trust funding guidance, trust administration, Medi-Cal long-term care planning, and probate avoidance.
Comprehensive Estate Planning and Elder Law in Simi Valley, California
Preserving the wealth you have built and ensuring your family is cared for during life's unpredictable moments requires attentive, forward-thinking legal planning. At CBM Estate and Trust Law, clients discover personalized, empathetic legal representation designed to bring enduring peace of mind. Conveniently located on First Street in Simi Valley, with a secondary office in Glendale, the firm has guided individuals, growing families, and retirees throughout Ventura and Los Angeles counties since 2001. Founding attorney Carmen B. Marquez blends more than two decades of legal acumen with a deeply personal understanding of family hardship, crafting customized plans that keep decision-making authority in trusted hands.
Tailored Living Trusts, Wills, and Trust Funding Guidance
A properly structured estate plan does far more than distribute assets after death; it shields families from unnecessary probate expenses, court delays, and public scrutiny. When you need to hire an estate planning attorney, CBM Estate and Trust Law provides comprehensive solutions that address every dimension of asset preservation. Core practice areas include:
- Revocable Living Trusts: Designing robust trust instruments that allow assets to bypass California probate courts, minimize estate tax liability, and ensure seamless asset transfers to chosen beneficiaries.
- Comprehensive Trust Funding Guidance: Assisting clients through the vital process of retitling real estate, reassigning bank accounts, and updating beneficiary designations so trusts function effectively without probate complications.
- Last Will and Testament Drafting: Creating clear pour-over wills that designate legal guardians for minor children and transfer residual assets into existing trusts.
- Durable Powers of Attorney: Appointing trusted fiduciaries to manage financial affairs, business operations, and property matters in the event of temporary or permanent incapacitation.
- Advance Healthcare Directives and Living Wills: Establishing legally enforceable medical instructions and designating healthcare proxies to communicate treatment choices during medical crises.
- Trust Administration: Guiding successor trustees through notice requirements, asset valuations, creditor resolutions, and fiduciary accounting following the loss of a loved one.
Strategic Elder Law and Medi-Cal Long-Term Care Planning
As healthcare and nursing home costs continue to climb throughout Southern California, late-life medical care can rapidly deplete life savings. The firm provides dedicated elder law counsel, helping seniors and adult children navigate complex Medi-Cal eligibility rules without losing the family home. By establishing asset protection strategies well in advance or addressing immediate crisis planning needs, attorney Marquez helps clients access essential long-term care benefits while protecting generational family inheritances.
Bilingual Advocacy and Transparent Client-Focused Representation
Recognized among the top estate planning lawyers in Simi Valley by Three Best Rated and serving as an approved network attorney for MetLife Legal Plans, Carmen B. Marquez is widely respected for her accessible, community-first ethos. The firm offers bilingual legal counsel in English and Spanish, transparent fixed-fee billing without surprise expenses, and monthly educational seminars for local residents. If you need to find an experienced trust lawyer in Simi Valley to protect your legacy, contact CBM Estate and Trust Law today to arrange a confidential, free consultation.
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Location & Access
Primary Address
Located in the active business corridor of Simi Valley, CA, right next to the premier Simi Valley Town Center shopping mall.
Building Location
This is a prestigious 3-story, 64,000-square-foot Class-A office facility known as the Corporate Point Building. It is situated directly adjacent to the Simi Valley Town Center.
Parking Details
Ample on-site surface parking is available around the building, offering free and convenient parking for clients and visitors.
Public Transit
Served by Simi Valley Transit Route 10 (Moorpark College - Chatsworth); nearest stop is at First Street and Cochran Street.
Accessibility / Suite Access
Enter through the main entrance of the Corporate Point Building. Suite 110 is located on the first floor and is easily accessible from the main ground-floor lobby.