CBM Estate & Trust Law is a dedicated legal practice specializing in estate planning, trust administration, and elder law, serving clients throughout Ventura and Los Angeles Counties. With over 20 years of experience, the firm stands out for its compassionate, personalized approach and bilingual services, helping Californians protect their loved ones, preserve wealth, and gain peace of mind.
Founder Carmen B. Marquez and her team focus on building lasting relationships with clients from all walks of life, whether they are just starting out, raising a family, approaching retirement, or navigating elder care. The firm emphasizes clarity and confidence through custom strategies, offering a 60-minute free initial consultation to understand each client’s unique needs, values, and goals.
Services Offered
- Estate Planning
- Trust Funding Guidance
- Trust Administration
- Elder Law Planning
- Medi-Cal Planning
The firm serves individuals and families across Ventura and Los Angeles Counties, providing services in both English and Spanish. They also accommodate clients with MetLife Legal Plans, offering many estate planning services at no cost through employer benefits.
