Legacy Protection Firm, PC · Carmen Rosas, Esq.
For California homeowners, parents, and business owners who know they need an estate plan — but have no idea where to actually start.
The Free Checklist That Turns
"I Don't Even Know Where to Start"
Into "I'm Ready"
Download the Get It Together Checklist — a simple, jargon-free guide to organizing everything you need before it actually matters.
Get Your Free Checklist
Your information is private. We never share or sell your data.
What's Inside
Here's what's inside:
Most people are surprised by how much they already own — and how simple it is to track down.
A list of the exact documents to locate so you know what you have — most people are surprised by how much they already own and how simple it is to track down.
A straightforward way to think through who you'd trust to manage your affairs, make medical decisions, and raise your children — no pressure, no right answers, just a starting point.
The right questions to ask yourself about who gets what — including heirlooms, specific gifts, and any circumstances your family needs handled with care.
Three things most people wish they'd known before ever sitting down with an estate planning attorney — explained simply so you're never caught off guard.
Because getting organized is the first real step toward protecting the people you love — and you'll actually feel it when you're done.
What This Makes Possible
You'll walk away with more than a checklist.
Here's what changes when you actually do this:
No more wondering where things are — you'll know exactly what you have and where to find it when it matters most.
You'll stop avoiding the hard questions and start feeling confident about who would step in for you and your family.
No guessing, no conflict — the people you love will know exactly what you wanted and why.
You'll walk into any conversation with an estate planning attorney feeling informed, not intimidated.
No legal knowledge required. No obligation. Just clarity. Your information stays private — we never share or sell your data.