Estate Planning
for California
Families
Wills, living trusts, powers of attorney, and healthcare directives — tailored to your life, your family, and the legacy you want to leave.
A complete estate plan includes
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Revocable Living TrustKeeps your estate out of probate and your affairs private
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Last Will & TestamentEnsures your wishes are honored and your children are protected
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Durable Power of AttorneyAppoints someone to manage your finances if you cannot
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Advance Healthcare DirectiveEnsures your medical wishes are followed
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Guardianship NominationYou choose who raises your children — not a court
Bilingual service available · English & Español
(650) 503-1843 · (650) 503-1788
A Plan That Protects
What You’ve Built
By creating an estate plan, we help you not only protect your assets — we help you protect the people you love. Who raises your children. Who manages your finances. Who makes medical decisions if you can’t.
Our tailored estate planning process is designed to understand your unique situation and goals, and create a plan to pass your wealth, wisdom, and values to your loved ones in the most efficient way possible.
Whether you are creating your estate plan for the first time or updating an existing one, our process provides peace of mind that your wishes will be followed — and that your family will never be left guessing.
A properly funded living trust keeps your estate out of California’s lengthy and costly probate process entirely.
Nominate guardians, set up trusts for minors, and ensure your children are cared for exactly as you intend.
Designate who makes financial and medical decisions on your behalf if you are ever unable to do so yourself.
Carmen Rosas, Esq. provides full estate planning services in both English and Spanish — serving all California families.
The Documents That Protect
Your Family
Every estate plan from Legacy Protection Firm is tailored to your specific situation — not a one-size-fits-all template.
Revocable Living Trust
A legal document that places your assets in a trust during your lifetime, allowing them to pass directly to your beneficiaries without probate. You remain in full control during your lifetime and can update it at any time.
Last Will & Testament
A legal declaration of your wishes for the distribution of your property and assets after death. For clients with a trust, the will “catches” any assets not already in the trust and directs them accordingly.
Durable Power of Attorney
Authorizes a person of your choosing to manage your financial affairs if you become incapacitated. Remains valid even when you cannot make decisions yourself — giving your family legal authority to act.
Advance Healthcare Directive
Explains how you want medical decisions made if you cannot make them yourself. Designates a healthcare agent and communicates your wishes to doctors, hospitals, and loved ones clearly and legally.
Guardianship Nomination
Legally designates who will raise your minor children if something happens to you. Without this document, a court decides — with no input from you. This is one of the most important documents parents can create.
Trust Transfer Deed
Transfers your California real property into your living trust, ensuring your home avoids probate and passes directly to your chosen beneficiaries without court involvement or unnecessary delay.
Estate Planning FAQ
Questions we hear from California families every day — answered clearly and without legal jargon.
Ask Carmen Directly →Our Estate Planning Process
A straightforward, personal process designed to make estate planning feel manageable — not overwhelming.
Free 15-Minute Consultation
We start with a conversation — about your family, your assets, and your goals. No legal jargon, no pressure. Just a chance for Carmen to understand your situation and for you to ask every question you have.
Complete Your Questionnaires
You’ll fill out a detailed intake questionnaires at your own pace. This captures the specifics of your family, assets, and wishes — so Carmen arrives at your design meeting fully prepared to build your plan.
Your Plan is Drafted
Carmen prepares your personalized estate planning documents — tailored to your specific situation, not a template. You review everything before signing, and you have an opportunity to request edits.
Signing & Completion
At your final meeting, Carmen walks you through each document and ensures everything is properly executed. You leave with your original documents in a personalized binder. A complete digital PDF set of the executed plan is provided in the client portal.
Words From California Families
“I kept putting this off for years because I didn’t know where to start. Carmen made the entire process so clear and manageable. By the end of our first call I felt like I finally understood what I actually needed. Two meetings later, my family was protected. I only wish I’d done it sooner.”— S.L., Trust Client · San Mateo, CA
Your Family Deserves
a Clear Plan.
Proactive planning is the greatest gift you can give the people you love. The consultation is free, there is no obligation, and it takes 30 minutes.
© 2026 Legacy Protection Firm, PC
The information contained in this website is for informational and entertainment purposes only, and should not be construed as offering legal advice, or creating an attorney-client relationship between the reader and the attorney. You should not act or refrain from acting on the basis of any content included in this Website without seeking appropriate legal advice about your individual facts and circumstances from an attorney licensed in your state.