Free Estate Planning Checklist | Legacy Protection Firm

Legacy Protection Firm, PC · Carmen Rosas, Esq.

Before We Meet,
Get Prepared.

Download our free Trust Consultation Checklist — the exact guide we send every client before their first meeting — and walk in ready to protect your legacy.

Get Your Free Checklist

No legal knowledge required. No obligation. Just clarity.

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Check your inbox — your checklist is on its way from Carmen's desk. We look forward to meeting you.

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Inside the Checklist

Everything You Need
to Walk In Ready

We've distilled 20+ years of client consultations into one clear, jargon-free guide.

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Documents to Bring

A simple list of what to gather — deeds, accounts, IDs — so nothing gets missed.

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Who Do You Trust?

Prompts to help you think through your trustees, healthcare agents, and guardians.

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Who Gets What?

Thoughtful questions about distributions, heirlooms, and any special circumstances.

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Good to Know

Key things most clients wish they'd known before signing — explained simply.

Why It Matters

The Cost of Waiting
Is Too High

Estate planning isn't just for the wealthy. It's for anyone who loves someone.

67%

of Americans have no will or trust

Leaving families vulnerable to probate, conflict, and unnecessary costs.

cost to get this checklist today

The first step toward protecting your legacy shouldn't cost you anything.

1hr

is all it takes to prepare

With the right guidance, most clients feel fully ready in under an hour.

Client Words

"We came in feeling overwhelmed and left with total peace of mind. Carmen walked us through everything — the checklist made sure we didn't waste a single minute of our time together."

— M. & R. T., Trust Clients · San Jose, CA

Ready to Protect Your Legacy?

Start with the checklist. Schedule the consultation. Secure what matters most.

Get My Free Checklist →

Before We Meet,Get Prepared.