We didn't have any issues with Carmen and her office until now. Their customer service has declined. She did our initial trust in 2017 and we were provided a full binder with all of our documents. Came back a few years ago to make a couple of updates with Ms. Megan Martin and she was helpful. Cut to a week ago, we needed a few additional updates made so we met with Carmen and she said it would be easier to just redo all the documents and hung onto our full binder, which we thought was odd when we just had a few updates to make. When the time came to sign the agreement, I had questions about the language in the agreement. After a few times chasing them, her assistant said someone was supposed to call me but no one ever did. I called back and the assistant proceeded to pass along the questions I had to Carmen but when her assistant called back the responses still did not answer any of my questions so my husband frustratingly reiterated the questions we had to her assistant once again before we would sign anything. Carmen finally decided to call us back to tell us she didn't want us as clients anymore, which is fine since we were less than pleased with her service at this point. We came back to pick up our binder with our documents so we could go elsewhere and they had taken our paperwork out of the binder and put them in a folder to return to us! Literally a file folder with loose papers is what they handed back to us, not in the original condition it was even provided to them. We've had this binder in our possession for nearly a decade when we met with her initially. They stated it was THEIR binder and she actually took the binder back. Who does that, it's so petty! That just shows you the kind of person and lawyer she is. I'd leave zero stars now if I could. read more

Terrible experience. I never leave bad reviews, check my history, Carmen is extremely lazy, she cancelled our agreement because she didn't want my financial advisor to review our draft trust agreement. She said why would I want my financial planner to look at a trust agreement? ITS A FINANCIAL DECISION, DUH! Before I could forward any comments or have my financial advisor review anything, she suggested to terminate our contract with a refund. I took her up on the offer, but she didn't return all of our money!!! She stated that I cancelled our contract, but all I did was accept her resignation as our attorney, which she offered! I have since spoken to multiple attorneys and financial advisors who all state this practice of her of not wanting a financial advisor to look at the language of OUR trust is VERY suspicious. What a terrible experience, stay away from this business and save your money, she will try to scam you! I'm shocked by this whole experience, if I could leave a zero star review I would! read more

Very informative and thorough, my family and I have really appreciated Carmen's attention to detail. She helped us during a very difficult time in our lives and we will always be so grateful for their sensitivity and ability to help us get through that time. Carmen set-up a Trust for my Mom and Dad in 2023, and we are continuing to work with her and her office now that my father has passed. Excellent service and an incredible advocate for her clients. read more

Let me first start off by saying that Carmen is the best in the business. She exudes professionalism and trust which is what you want from an Estate planning attorney. Hands down, she will have you and your family's best interests at heart and is very, very protective of her clients. Keep this in mind when she takes you on as her client as she'll disclose NOTHING to NO ONE who is not an authorized representative. This can be a real blessing should you wish to keep all your financial affairs closely guarded from anyone who doesn't have your family's best interest at heart including estranged children or relatives. Keep up the good work Carmen !! read more

I have known Carmen Marquez for many years. She is a wonderful person on a personal level and very professional in her capacity as an Attorney. She has served some of my Family members, Friends and I have referred many of my clients to her. The feedback I always get is, "We are Glad you referred her to us". Carmen goes out and beyond to deliver the best service to her clients to insure their legacies are being fulfilled as wished. She does what's right for her clients 100% of the time - I Love that! She is fair but firm. I highly recommend Carmen to assist you with all your Will and Living Trust matters. read more

I recently updated my Trust with help of Ms. Megan Martin, Attorney at law, who is a member of Carmen B. Marquez team. Working with her has been a very positive experience. She was professional, knowledgeable, and efficient throughout the whole process. She accommodated all my requests, included speeding up the process of the documents' signing, due to my constraint in time. She answered all my questions, and provided me with a thorough explanation on how to allocate my assets. Thank you very much for giving me an opportunity to work with Ms. Martin. read more

In a time of absolute crisis in my family, Megan was sensitive, responsive, and guiding. She has helped settle two estates back-to-back, making this difficult time infinitely easier. Megan patiently answers every question, promptly returns every call, and shows up to meetings punctually and prepared. She has gone above and beyond for my family; I cannot recommend her highly enough. read more

Carmen did a complete revision (technically, a restatement) of our 20-year-old estate plan. She was extremely knowledgeable and compassionate, carefully answering our many questions, informing and educating us of the tax liabilities and consequences of various solutions. She artfully directed us in developing a plan that was in our best interests and met all our needs and goals. Carmen is very easy to work with. She fully understands that there are a variety of family dynamics and never made us feel uncomfortable about ours. After our estate plan was completed, we received a large Estate Planning Portfolio, which keeps all our documents in one place and which will be so valuable to our family. The Portfolio includes sections for us to add instructions for our memorial services, distribution of personal effects and a Successor Trustee Checklist which advises the successor Trustee what to do after our deaths. (As my parents' successor Trustee, I certainly wish I'd had one of these when my mother died.) My husband and I very highly recommend Carmen for all your estate planning needs! She will do an excellent job for you she did for us!! Cheryl Kennaley read more

I was referred to Carmen through a benefit provided by my workplace. We contacted her to help with estate planning. Please don't waste your time here. She was unprofessional, didn't answer questions properly and was more interested in earning her fee than helping her potential client. She even told us we were asking too many questions and would cut us off and bill our benefits for the work anyway. In addition, she was more interested in providing us with a laundry list of costs for additional documents she claimed we needed and appeared to give preference to those that selected her additional services. We will be starting the process over with someone that has an interest in what we need rather than focused on lining her own pockets. read more

Carmen was knowledgeable and patient in understanding what I needed. She made the process simple and really understands how to help her clients! read more

She did our Living Trust. When I went to pick it up I was dismayed by the size of the document, it was like a phone book. I could not fit something of that size in my safe deposit box. When I expressed this to Ms. Marquez she suggested that for an additional charge she could put it onto a CD. Then when I picked up the CD she told me I still HAD to safely keep the printed document. So now I paid an additional charge and had something that was unnecessary and didn't allow me to dispose of the hard copy. For this reason I give her one star. read more

We worked with Carmen in 2019 and she set up trusts for us and our son. Carmen explains the whole process and really educates you about probate, tax liability, power of attorney, and living wills. We had avoided doing this for years because it's hard to think about and we just had no idea where to start. Carmen made it so easy. I now feel so much better knowing my kids are protected if anything happens to us. We were stupid to put it off for so long! We have the Hyatt legal plan and we were treated great even though we were a "discount" client. Carmen truly cares about protecting and educating her clients. She is open to follow-up calls and I know she has helped many families through some unthinkable circumstances. And yes, you will get a giant package at the end with all of your legal documents because that's what you are paying for--a big stack of legal documents that will be accepted in a court of law. read more

I needed a quick turnaround on an important document. Carmen did not hesitate to help me and did a fantastic job. She was professional, prompt and most important responsive to my needs. Thank you Carmen and I will always turn to you for help as you are always there for me. read more

Carmen was fantastic in setting up the trust for my Dad after my Mom passed away. Carmen took her time in explaining every step of the process to the family. In a very short period of time she set up a great trust just as we wanted it (which included an out of state property). I highly recommend Carmen for any Estate Planning needs you may have. read more